Western Growers Family of Companies Careers

If you’re looking for a career that provides affordable health benefit solutions to the people who support some of the most vital industries, we’re looking for you.

At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees.

As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn’t a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee’s life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options.

With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees’ job satisfaction and success.

This position reports to the Supervisor of Benefit Distribution and Installation and is responsible for coordinating and managing new business installations within Pinnacle (PCMI) and Western Growers Assurance Trust (WGAT). The incumbent will be responsible for overseeing task management for new business implementations, supporting customer renewals, and plan changes as necessary. The role involves close collaboration with brokers, customers, third-party vendors, and internal stakeholders to ensure all deliverables are met, and implementations are completed on time and in accordance with customers' effective dates of coverage. The position will also contribute to various ad hoc process improvement initiatives within the department and provide administrative project support as required.

 

Bachelor’s degree along with two (2) to three (3) years of health insurance operations experience preferred.

Proficiency with Microsoft Office Suite (Excel, PowerPoint, Outlook), and the ability to quickly adapt to new technologies and systems.

Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports and phone etiquette.

Proven ability to synthesize verbal conversations into clear written documentation.

High attention to detail and strong organizational skills with the ability to take initiative, prioritize, and multi-task.

Ability to work effectively with individuals at all levels of the organization.

Excellent time management skills with a proactive, results-oriented approach and the flexibility to adapt as needed.

Ability to manage a varied workload, meet deadlines, and maintain a high level of accuracy.

Commitment to quality, collaborative work, and continuous improvement.

Willingness to work occasional overtime when necessary.

Intermediate knowledge of Microsoft Project and other project management tools.

Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.

Home router with wired Ethernet (wireless connections and hotspots are not permitted).

A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.). A functioning smoke detector, fire extinguisher, and first aid kit on site.

Installation Support

Coordinate and manage new business installations for Pinnacle and WGAT, ensuring all project milestones are met.

Act as a backup for the WGAT Installation Auditor as needed.

Review and assess new business paperwork to ensure complete and accurate information during the installation intake process.

Coordinate with third-party vendors for integrations and manage related paperwork throughout the implementation process.

Create, maintain, and update project documentation, including project task lists, schedules, templates, and reports.

Track project progress, manage schedules, and ensure deliverables are met by customers' effective coverage dates.

Follow up on outstanding action items from previous project meetings and resolve any issues preventing progress.

Assist with data collection, analysis, and interpretation for implementation success.

Communication & Reporting

Facilitate meetings with brokers, customers, vendors, and internal departments to ensure project alignment and progress.

Document and distribute meeting notes, decisions, action items, and follow-ups for internal and external stakeholders.

Create and present regular status reports for management and project teams, highlighting progress and any project variances.

Measure project performance, report on milestones, and take proactive steps to resolve any delays.

Ensure clear communication and reporting of project status to management and stakeholders.

Contribute to ad hoc process improvement initiatives within the department

Support customer renewals and manage plan changes in line with business needs

Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.

Maintain a HIPAA compliant workstation and utilize appropriate security techniques to ensure HIPAA required protection of all confidential/protected client data. 

Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.

Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit).

All other duties as assigned

The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.