Business Analyst - PSA TPA

Looking for a way to make an impact and help people?Join PacificSource and help our members access quality, affordable care!PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person''s talents and strengths.Position Overview: Support PacificSource Administrators (PSA) Operations and Sales & Service Departments as well as outside agents and new groups by assisting in the new and renewing group implementation process and providing accurate information and service. Responsible for reviewing, coordinating and communicating plan document requirements for new and renewing PSA clients. Ensure complete and accurate information to all internal and external customers. Create and maintain all HRA and SBC templates ensuring the required Affordable Care ACT and Internal Revenue Service data, changes and requirements are updated. Responsible for the set up and audit of all FSA, HRA and POP new client set up ensuring signed agreements are received and imaged accordingly .Essential Responsibilities: Participate in new and renewing group implementations and mid-year changes utilizing the Plan-Changes Help Desk system/processes.Work with both the Sales and PSA Operations teams to ensure accurate, thorough, and consistent installation and setup of new and renewing groups. Support the process through department and individual accountability and ongoing audit, review and maintenance.Work closely with Department Manager and Team Leads to ensure smooth workflow, accountability, and communication. Support internal Operations Staff on processes as needed.Work closely with PSA Operations, to process Non-Discrimination Testing for all FSA and HRA groups in a timely manner per IRS regulation for Section 125 plans and company policy and schedule. Perform queries, export, prepare and merge notices to send out to clients. Answer and respond to client phone calls or emails regarding Non-Discrimination Testing and the necessary documentation required.Under the direct supervision of department manager, process the creation of, updates to, and maintenance and delivery of group plan documents, administrative agreements and SBC''s for all plan types, including adoption agreements, model plan documents, summary plan descriptions, and amendments per company policy and schedule. Serve as a key internal contact to trouble shoot and problem solve issues relating to plan documents, SBC''s and amendments.Research regulations, compliance topics with Employee Benefits Institute of America (EBIA) , IRS and other websites in order to provide documentation or communications as necessary.Generate letters, memos, reports, and other documents as needed. Ensure consistency, grammar, spelling, accuracy, and style.Attend and participate in daily/weekly/monthly PSA Operations, Sales & Service meetings.Create, review and maintain department Policies and Procedures, Desktops and Training Materials.Provide back-up to Department Sales Assistant as necessary.Supporting Responsibilities: Meet department and company performance and attendance expectations.Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health plete special projects and perform other duties as assigned.Work Experience: Four years'' experience working in a related healthcare field required. Experience effectively managing multiple projects and deadlines required. Experience working as a business analyst and/or with FSA, HRA, and COBRA preferred.Education, Certificates, Licenses: High school diploma or equivalent required. College degree preferred. Knowledge: Intermediate or Advanced skill level with use of Microsoft Office programs. Knowledge of PacificSource products and services and applicable laws. Excellent writing, proofreading, and strong attention to detail. Ability to gain understanding of PSA Products, plan designs, and eligibility guidelines. Responsible to support the mission of PSA and PacificSource Health Plans, meet departmental goals and performance standards. Timely and accurate response to internal and external needs and requests.Ability to consistently provide excellent customer service to internal and external customers. Excellent communication skills and grammar, both written and verbal. Competencies Building Customer LoyaltyBuilding Strategic Work RelationshipsContributing to Team SuccessPlanning and OrganizingContinuous ImprovementAdaptabilityBuilding TrustWork StandardsEnvironment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 5% of the time.Our ValuesWe live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:We are committed to doing the right thing.We are one team working toward a common goal.We are each responsible for customer service.We practice open communication at all levels of the company to foster individual, team and company growth.We actively participate in efforts to improve our many communities-internally and externally.We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.We encourage creativity, innovation, and the pursuit of excellence.Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

Created: 2025-10-04