Case Analyst Job Description
Case analyst
provides expert knowledge of DoD 5000, Operation of the Defense Acquisition System, and the associated statutory and regulatory requirements of FMS programs.
Case Analyst Duties & Responsibilities
To write an effective case analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included case analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Understand and properly use and interpret various federal policies, regulations, and systems in response to consumer inquiries about Marketplace enrollment issues
The Case Resolution Unit and the I-901 Chargeback Resolution Unit are the two teams that comprise the fee collections management support task
Apply your creative problem solving skills to design and build financial models to analyze the economic impact of pricing, promotions and investments
Act as internal financial consultant by providing guidance and support to assist program owners in development of business cases
Work closely with other finance groups to ensure targets and projections in business cases are properly reflected and captured in latest forecast/budget
Leverage your business acumen to assess rationality, economic feasibility, accuracy, and completeness of analysis with program owners
Participate actively in business decision-making by offering qualitative feedback, recommendations, and discussing “what-if” scenarios
Influence and analyze time sensitive competitive responses in the marketplace
Conduct post-implementation reviews of large-scale programs with program owners
Coach, support, and cross-train with peers
Case Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Case Analyst
List any licenses or certifications required by the position: CPR, GCIA, SEC503, GCIH, SEC504, GREM, URAC, BLS, CCM, BCBA
Education for Case Analyst
Typically a job would require a certain level of education.
Employers hiring for the case analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Health, Business, Finance, Social Work, Business/Administration, Accounting, Computer Science, Technical, Public Health
Skills for Case Analyst
Desired skills for case analyst include:
Order to resolve outstanding issues in a timely and accurate manner
DoD procedures and programs associated with FMS cases
Case modifications and amendments
Federal
Specifically ADA/ADAAA and FMLA
State leave and disability regulations
Email system
Word processing and spreadsheet applications
Affordable Care Act desired
Acquisition lifecycle management processes and practices
Desired experience for case analyst includes:
Stay apprised of wireless industry trends and the competitive landscape
An MBA and/or an accounting designation (CMA, CA, CGA) completed or in progress preferred
2-3 years of progressive experience in telecommunications, and/or within finance or marketing department
Solid understanding of finance fundamentals, activity-based costing, other analysis techniques
Ability to manage multiple projects simultaneously with competing priorities under short timelines
Able to work effectively with individuals across various areas within the organization
Case Analyst Examples
1
Case Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of case analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for case analyst
- Develop an understanding of complex policy rules and guidelines as defined in the policy provisions and characteristics for all policies issued past and present
- Identify and solving customer information and processing problems
- Apply triage, research, collaboration, and policy knowledge to resolve enrollment and processing issues
- Analyze discrepancies in the eligibility reconciliation process for multiple stakeholders
- Inform consumers of the results of their 1095-A Correction Request
- Gather information from consumers in order to resolve the consumer’s Marketplace enrollment issue
- Follow all call scripts, Standard Operating Procedures, and knowledge articles when responding to caller inquiries about enrollment or 1095-A issues
- Manage daily personal voicemail and consumer callbacks
- Explore answers and alternative solutions to consumer issues
- Answer consumer inquiries by researching, locating, providing desired information
Qualifications for case analyst
- University degree in business with a concentration in finance, accounting or economics
- Takes initiative, and acts as a catalyst for program and project execution
- Self-motivated with a positive attitude, and determined to learn and sharpen skills on an ongoing basis
- Bachelor’s degree in accounting, business, economics, finance, engineering, or related field required
- Support E2E servicing process design in alignment with BPO in specifying business roadmap & related business documentation
- Support Service Catalog Design
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Case Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a case analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for case analyst
- Maintain and improve quality results by adhering to standards and guidelines
- Update job knowledge by studying new scripts
- Provide exceptional customer service by displaying empathy, understanding and compassion
- Responding to complex questions relating to program eligibility, plan enrollment, and other policy-related issues
- Review Marketplace cases escalated due to complex and multiple policies or issues
- Provide peer review
- Summarize and present case findings to both internal and external stakeholders
- Respond to complex questions relating to program eligibility, plan enrollment, and other policy-related issues
- Review regulations and other policy documents from Centers for Medicare & Medicaid Services (CMS) to assess impact to business operations, including processes and communications
- Delivering timely and accurate research, creating and maintaining appropriate KYC records in the Database
Qualifications for case analyst
- Support the introduction and the utilization of HR Servicing Technology Enablers to improve HR Services and it`s servicing processes across Servicing Organizations
- Manage projects according to project management methodology (PMM) if needed to follow-up on rolled-out projects to ensure sustainable support and service structure
- Support BPOs assuming organizational change management responsibilities for process roll-outs and business acceptance in the area of responsibility
- Train user community on new functionalities, new servicing processes and new guidelines in alignment with BPO
- Organize and ensure Service Rehearsal Testing (SRT) is performed for new projects and functionalities
- Ensures business verification is performed for new and significantly enhanced servicing processes – special focus on functionality meets business expectations
3
Case Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of case analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for case analyst
- Performing initial screening on KYC researched End-Clients and their related parties
- Summarizing and / or translating non-English language documents (to a compliance standard)
- You have a master degree in Economics/Finance or Financial Mathematics or equivalent education/experience
- You are working fluently with multiple languages
- You experienced working in the financial services and/or KYC research related business industries
- Processing of data requests
- Coordinating personnel to facilitate the text processing, graphics, printing, electronic storage and posting of required documents
- Analyzing, reviewing and monitoring regulatory filing materials for organization, clarity, consistency, and timeliness in order to meet regulatory deadlines and legal requirements
- Analyzing, prioritizing work among administrative and clerical resources by arranging for additional manpower and/or overtime as required to meet schedule and resolve administrative problems
- Establishing and maintaining various detailed records
Qualifications for case analyst
- Evaluate of Business Feedback, generation of ideas to achieve continuous improvement within Servicing
- 8 years of experience designing server operating middleware and application software for environments
- 8 years of experience supporting application development via administrative activities
- Focused service
- Centric ERP business case mapping and assessments
- You hold a B.Sc
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Case Analyst Job Description
Job Description Example
Our company is looking for a case analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for case analyst
- Reviewing, monitoring, and analyzing regulatory agency decisions and rulings for key requirements
- Communicating the rulings to the team and management
- The APP2 will fly to San Francisco, Sacramento or Washington DC to assist with hearings, which includes maintaining detailed indices, communicating schedules, preparing hearing notes, and miscellaneous duties
- As directed by the Case Manager, refers patients who require extended care post discharge to post-acute care facilities
- Responsible for maintaining, restocking and requisitioning department supplies and equipment
- Delivering timely and accurate research, creating and maintaining KYC records on Corporate Entities in the Database
- Performing screening on KYC researched records against Negative News, Politically Exposed Persons and Sanctions
- Summarizing and / or translating non-English language documents
- You have a master degree or experience in economics or finance or any related field
- Your know any additional, foreign languages
Qualifications for case analyst
- Demonstrated ability to work effectively in a team environment and adapt to changing priorities
- Graduate with experience of working in an accounting function
- Experience of working within a medium size organisation
- Competent user of Microsoft Office suite, particularly Excel (v-lookups, sum-ifs, pivot tables )
- Bachelor’s Degree + 1-year business or data analysis experience OR
- Two (2) years of higher education + 4 years’ business or data analysis experience OR
5
Case Analyst Job Description
Job Description Example
Our company is looking to fill the role of case analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for case analyst
- Analyst will be responsible for making outbound calls to gather additional information inform the consumer of the decision on their case
- Open complaint files and enter complaint data on the Salesforce and SharePoint applications within established guidelines for quality and timeliness
- Upload and organize relevant documents in electronic complaint files
- Processing of data requests, services, calendaring of key dates, and submit filings
- Analyze, review and monitor regulatory materials for organization, clarity, consistency, and timeliness in order to meet regulatory deadlines and legal requirements
- Create and maintain various detailed records for tracking purposes and stats
- Review, monitor, and analyze regulatory agency decisions, rulings, and orders for key dates and legal requirements
- Assisting the team and/or attorney in preparation for hearings, which includes but not limited to, identifying, organizing, printing and transmitting all necessary documentation
- Analyze, prioritizing work among administrative and clerical resources by arranging for additional manpower of outside vendors and/or overtime as required to meet schedule and resolve administrative problems
- The selected candidate may eventually be expected to fly to San Francisco, Sacramento or Washington DC to assist with hearings, which includes maintaining detailed indices, communicating schedules, preparing hearing notes, keeping cross exam times, and other miscellaneous duties
Qualifications for case analyst
- Knowledge or experience in pensions
- Six (6) years of business or data analysis experience
- Assisting individuals with enrollment into health insurance coverage, working with in-person assisters, or researching Marketplace eligibility and enrollment processes and policies
- 3 or more years of experience working with consumers in the Marketplace or other health insurance programs such as Medicaid and the Children’s Health Insurance Program
- Advanced breadth and depth of experience working with diverse populations and or non-native English speaking persons
- Working directly within the health and human services industry at the community level