Membership & Eligibility (Coordination of Benefits) Representative -Orange, CA (Onsite)

Location: Orange, California US


This position is no longer open.

Job Number: 4718

Position Title: Coordination of Benefit Representative

External Description:

Position Summary:

The Coordination of Benefits Membership & Eligibility Representative is responsible for the daily operations of both Eligibility and Membership Department.  Provides Alignment Health Plan (AHP) internal departments, employee/partners and contracted providers in obtaining proper eligibility and membership data.

Essential Duties and Responsibilities:
(May include but are not limited to)

  1. Reconcile all lines of business, as well as the CMS monthly files.
  2. Assist both areas of membership and eligibility including late enrollment penalty, disenrollment's, out of areas, retros, third party submissions etc.
  3. Update and delete members other coverage through COB contractor via ECRS.
  4. Ensure members file is flagged with the proper coverage. (primary or secondary)
  5. Ensure all COB data is transferred into EZ-Cap. 
  6. Survey current members with other coverage on a yearly basis as well as new members.
  7. Collaborate with I.T. on creating reports and any system updates as per CMS guidelines.
  8. Meet regulatory compliance in all areas that affect the Eligibility and Membership.
  9. Answer incoming phone calls within the goal marks set.  Responsible for the daily, weekly, and monthly review and reporting of departmental queue stat reports to include Wrap-Up Code Reports, Resolution Contact Reports, and Agent Availability Reports.
  10. Ongoing clean-up of member data in all lines of business to ensure correct member information is provided to all systems and vendors.
  11. Meet specific deadlines.  Responds to variations in daily workload by assigning task priorities according to department policies and standards.
  12. Ensure daily TRR is validated and all transactions are reviewed.
  13. Problem-solve to resolve and/or mitigate those operational issues resulting in negative performance to plan as determined by the established escalation process.
  14. Ensure participation is made in the development and implementation of programs with direct effect towards the eligibility department. Participate in training programs and with the creation of materials for the day-to-day activity that is performed within the department.
  15. Assist with creating department policies and procedures as needed to ensure the department is in accordance with CMS guidelines.
  16. Ensure all files are maintained in the shared drive.
  17. Submit monthly productivity reports to the Director.
  18. Assist with creating and implementing systems to improve workflows, tracking, reporting, and maintenance.
  19. Perform other duties as assigned.

Supervisory Responsibilities
There are no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. High school diploma required; BA preferred
  2. Minimum 2-5 years in a Health Maintenance Organization HMO or Medicare Advantage Prescription Drug Plan( MA-PD) preferred
    1. Must be familiar with CMS MMR and TRR files
    2. Chapter 2 Manage Care
  1. Strong sense of excellent customer service
  2. Strong written communication skills
  3. Proficient data entry skills
  4. Proficiency with Microsoft Office (Word, Excel, Access)
  5. Ability to complete tasks in a timely manner
  6. Strong organizational skills
  7. Ability to communicate effectively
  8. Good organizational skills
  9. Ability to prioritize
  10. Self-starter and able to work independently
  11. Excellent problem solving skills

Skills and Abilities

  1. Language Skills:  Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of the organization.
  2. Mathematical Skills:  Ability to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s.  Ability to perform these operations using units of American money and weight measurement, volume, and distance.
  3. Reasoning Skills:  Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.
  4. Computer Skills:  Strong computer skills.
  5. Other Skills and Abilities:
    1. Strong organizational skills.
    2. Solid telecommunications skills.
    3. Attention to detail a must.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
  2. The employee is frequently required to walk; stand; reach with hands and arms.
  3. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
  4. The employee must occasionally lift and/or move up to 20 pounds.
  5. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Working Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

City: Orange

State: California

Location City: Orange

Location State: California

Community / Marketing Title: Membership & Eligibility (Coordination of Benefits) Representative -Orange, CA (Onsite)

Company Profile:

Alignment Health was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.

By becoming a part of the Alignment Health team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.

EEO Employer Verbiage:

Alignment requires all new hires to follow local and/or state requirements regarding the COVID-19 vaccine and booster.  If applicable, proof of vaccination and booster will be required as a condition of employment subject to legal exemptions.  This policy, which Alignment reserves the right to modify, is part of Alignment’s ongoing efforts to ensure the safety and well-being of its staff and community and to support public health efforts.

Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.

If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact [email protected].

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].