Job Description:
The Role
As a Senior Analyst on the Financial & Critical Process Team, you will join a team of passionate Fidelity Health Operations professionals committed to delivering optimal service to Fidelity's clients. You will work participant-level and client items (via Xtrac, Work Item Intake Tool) and reference client plan rules and internal procedures to bring the reported issues or discrepancies to accurate and complete resolution. A successful Analyst will have an eye for detail and conduct day-to-day activities with a focus on Quality. In this evolving landscape, this role will enable you to enhance your knowledge of the Health and Insurance benefits administration, thanks to the range and diversity of responsibilities you will take on and oversee.
The Value You Deliver
Performs research and analysis of participant-level issues and provides resolution by referring to client plan rules and procedures.
Using technology, Business Requirement Documentation (BRD), and understanding of the H&W (Health & Welfare) Operations business to research and analyze issues to determine root cause.
Work with various business partners and third-party vendors in resolving issues/discrepancies.
Ensure all customer issues are resolved timely and client SLA's (Service Level Agreements) are met with minimal guidance
Interact and partner with multiple Business partners to arrive at the right solution and fix data issues in our record keeping systems
Possess excellent written communication skills
Identify anomalies and trends and will summarize findings in addition to making the account whole.
Following established procedures with heavy emphasis on analytics to reconcile reported issues for Health and Welfare product services through XTRAC.
Ensure established procedures are update to date and work with Participant Services (PS) to update procedures for clarity and direction.
Provide H&W Product expertise to ensure high quality outcomes and resolutions to participant issues.
The Skills that are Key to this Role
Highly motivated and can work independently
Builds trust with business partners and coworkers facilitating the ability to work collaboratively
Ability to communicate effectively with individuals at all levels in and outside of the organization.
Able to identify trends and customer concerns and propose mitigation strategies
Apply critical thinking to existing processes and/or problems to identify and propose opportunities for improvement.
Problem solver, analytical and resolution driven
Hold the highest integrity and discretion to ensure the confidentiality of critical client data
Your ability to multi-task, prioritize and meet deadlines.
You consistently follow internal procedures including audit
Build deep understanding of H&W Systems, products, and organization
The Expertise We are Looking For
Knowledge of Fidelity Health and Welfare products
Knowledge of HOBS (Health and Other Benefits System) or FHB (Fidelity Health Benefits) recordkeeping systems, a plus
Bachelor's degree or equivalent years of industry experience (4 years graduation preferred)
Overall 3+ years of professional experience (and demonstrated competence, depth, and breadth)
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
