Technical Finance Operations Specialist

About Us

At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.

The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.

Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service. 

Summary:

The Technical Finance Operations Specialist position will be responsible for ensuring the smooth operation of our technical systems and providing support for various applications. This position will also provide actionable insights through the extraction of various reports and queries related to claims funding and administration of stop loss policies.   They should excel in troubleshooting, report generation, and implementing process improvements to enhance operational efficiency. 

Duties and Responsibilities:

• Support client inquiries and reporting needs, providing insights tailored to their business objectives
• Develop and maintain dashboards and reports that track key performance indicators (KPIs) related to stop loss administration and claims funding
• Monitor operational metrics to detect potential issues early for escalation to leadership
• Generate reports and visualizations to support decision making processes for stop-loss and funding
• Accurately input and update data in databases and data management systems
• Maintain accurate and up-to-date inventory records, ensuring alignment with operational needs and client requirements
• Create and maintain documentation for data processes, methodologies, and analysis results
• Collaborate with IT and data engineering teams to facilitate data integration across platforms and systems
• Ensure proper data mapping and transformation during integration processes
• Analyze and cleanse data received within paid claims, RX transactions, and invoice fee reports to transform into a defined standard file layout to ensure accurate data is transferred to vendor
• Develop and maintain dashboards and reports that track various year end data and activities related to stop loss contracts and renewals
• Recommend improvements to data management processes and tools
• Assist with implementing preventive measures to minimize escalations and disruptions
• Provide technical assistance to users regarding data management tools and software
• Troubleshoot data-related issues and coordinate with IT for resolution
• Create user guides and training materials for departmental systems and procedures
• Work closely with cross-functional teams to support stop-loss and claims funding data related projects and initiatives
• Other duties as assigned

Minimum Education Requirements:

• Bachelor’s degree or equivalent work experience

Minimum Experience Requirements:

• Proficiency in reporting tools (e.g. SQL, Excel, PowerBI)
• Strong analytical and problem-solving skills, with a keen attention to detail
• Ability to work independently and collaboratively in a fast-paced environment
• Handle confidential and sensitive information with discretion
• Ability to organize, prioritize, and multitask
• Operate with a sense of urgency and responsiveness
• Ability to work within specified timeframe and meet deadlines  
• Effective communication skills, both written and verbal

Preferred Experience Requirements:

• Experience with self-funded health plans and third-party administration processes
• Familiarity with process improvement methodologies (e.g. Lean, Six Sigma, Kaizen)

Computer Skills:

• Proficient in Microsoft Office, including Word, Excel, Access, Outlook and PowerPoint

Reasonable Accommodation:

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the duties and responsibilities of the position.

Working Environment/Physical Demands:

The work environment characteristics and physical demands described here are representative of those an employee may encounter while performing the duties of this job.  The noise level in the work environment is moderate.  The employee may occasionally lift and/or move up to 20 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.  While performing the duties of this job, the employee is regularly required to sit, walk, speak, or hear.  The employee is frequently required to use hands or feel or handle items as well as reach with hands and arms.  The employee is occasionally required to stand.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.

** Deadline to apply is 4/3/26*** 

Health Plans Inc. is an EEO – M/F/D/V employer