Business associate job description
Updated March 14, 2024
11 min read
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Example business associate requirements on a job description
Business associate requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in business associate job postings.
Sample business associate requirements
- Bachelor's Degree in Business or related field.
- Minimum of 3 years' experience in a business associate role.
- Advanced knowledge of Microsoft Office Suite.
- Excellent organizational skills.
- Strong written and verbal communication skills.
Sample required business associate soft skills
- Ability to work independently and in a team environment.
- Outstanding problem solving and decision making abilities.
- High level of attention to detail.
- Excellent customer service skills.
- Ability to multitask and prioritize.
Business associate job description example 1
Chubb business associate job description
Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
We are looking for a candidate who is highly motivated to succeed and is results oriented.The lines of business included on the platform include but are not limited to: BOP, Commercial Auto, Workers Compensation, and Umbrella.The position underwrites newline and renewal accounts submitted through the online platform.
Major Duties & Responsibilities:
Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority.Complies with company policies, procedures & rating plans when evaluating and managing risk. Ability to sell and negotiate to achieve bottom line profitability for the Company. Provides primary communication and direction for all processing requirements including policy issuance instruction, endorsement requests, billing requirements and audit review. Maintains service standards by timely response to broker requests and timely receipt of collateral and agreements in addition to meeting deadlines on submissions of quotations, certificates and/or policies. Performs other duties as required to best serve customer, team and management needs.
Requirements:
Must possess a strong commercial casualty risk underwriting skill and competence with the ability to handle small risks. Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers. Strong Communication Skills, including the ability to listen effectively; to confidently and diplomatically express opinions and voice concerns with other team members; and to present effective written communication to varied audiences. Ability to work in and promote a team-oriented environment. Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel) needed to conduct daily business. Self-motivated; must be able to work independently and make logical decisions. Demonstrate initiative as evidenced by ability to organize and prioritize work. Travel College level degree-Bachelor of Science or Bachelor of Arts degree.
Desired Qualifications:
Strong people and relationship skills. Proven business developer with entrepreneurial mindset.
Chubb strives to offer a diverse and inclusive and rewarding work environment.Teamwork and mutual respect are central to how Chubb operates and we believe the best solutions draw upon diverse perspectives, experiences and skills.We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success.
We are looking for a candidate who is highly motivated to succeed and is results oriented.The lines of business included on the platform include but are not limited to: BOP, Commercial Auto, Workers Compensation, and Umbrella.The position underwrites newline and renewal accounts submitted through the online platform.
Major Duties & Responsibilities:
Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority.Complies with company policies, procedures & rating plans when evaluating and managing risk. Ability to sell and negotiate to achieve bottom line profitability for the Company. Provides primary communication and direction for all processing requirements including policy issuance instruction, endorsement requests, billing requirements and audit review. Maintains service standards by timely response to broker requests and timely receipt of collateral and agreements in addition to meeting deadlines on submissions of quotations, certificates and/or policies. Performs other duties as required to best serve customer, team and management needs.
Requirements:
Must possess a strong commercial casualty risk underwriting skill and competence with the ability to handle small risks. Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers. Strong Communication Skills, including the ability to listen effectively; to confidently and diplomatically express opinions and voice concerns with other team members; and to present effective written communication to varied audiences. Ability to work in and promote a team-oriented environment. Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel) needed to conduct daily business. Self-motivated; must be able to work independently and make logical decisions. Demonstrate initiative as evidenced by ability to organize and prioritize work. Travel College level degree-Bachelor of Science or Bachelor of Arts degree.
Desired Qualifications:
Strong people and relationship skills. Proven business developer with entrepreneurial mindset.
Chubb strives to offer a diverse and inclusive and rewarding work environment.Teamwork and mutual respect are central to how Chubb operates and we believe the best solutions draw upon diverse perspectives, experiences and skills.We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success.
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Business associate job description example 2
PLANNED PARENTHOOD OF NORTHERN CENTRAL business associate job description
Planned Parenthood of Greater New York is seeking a Business Associate (BA) to join our Clinical Services team. This is a full time, 37.5 hour per week opportunity based at our Ithaca Health Center. The successful candidate will be expected to float to our other regional health centers, including located Elmira and Corning.
As part of a multi-disciplinary team providing medical care, the BA is responsible for patient intake at the front desk and welcomes and serves PPGNY center customers. The incumbent maintains standardized patient accounts/clinical records in accordance with agency policies and procedures, provides assistance with making appointments and registering for the patient portal, and maintains current and accurate information related to sexuality, reproductive health, and services provided by PPGNY. The BA takes essential actions to serve PPGNY customers with excellence.
This is an exciting and important time at Planned Parenthood of Greater New York(PPGNY) . We are building on our strength with dynamic new leadership, talented staff members, engaged donors and activists, and amazing community partners. We are determined to thrive and grow in these times of transition and resistance.
Planned Parenthood of Greater New York stands strong as a trusted provider of sexual and reproductive health (SRH) care, an accurate source of sexual health information, and a steadfast partner in the ongoing fight to achieve sexual and reproductive justice, especially health and racial equity. Working at PPGNY is more than a job. It is an opportunity to help ensure that all New Yorkers have access to affordable, high-quality sexual and reproductive health care and evidence-based education programming so they can lead healthy lives and fulfill their dreams. We approach our work through a reproductive justice lens, seeking to break down the barriers that prevent individuals from accessing the health care and information they need and deserve.
What the Business Associate does:Patient Reception and Visit Flow (30%) Monitor health screenings at front desk. Greet all patients and visitors according to PPGNY standards and collect all pertinent demographic and billing information, including insurance verification, following PPGNY and NYSDSS guidelines.Change and update patient demographics in electronic health record.Initiate CVR (superbill) and activate electronic health record to start visit. Sign appropriate consents and reception forms.Manage walk-in clients according to availability in the schedule.Scheduling, Appointment Schedule Management, Phones (30%) Answers phones and triages patient calls, including appointment management.Scrub the schedule and prepare charts for next day services according to information required by visit type and services requested.Billing and Revenue Cycle Duties (20%) Process supply requests, collect payments and co-pays in accordance with PPGNY supply sales, cash handling, and banking policies. Reconcile audit reports to payments and prepare deposits.Screen all patients for eligibility for in-state assisted insurance programs while assisting patients in completing these insurance applications if applicable. Monitor and Maintain Office and Waiting Areas (10%) Responsible for opening and closing front desk area.Maintain waiting room and office area to ensure appearance is welcoming, private and professional.Other Duties (10%) Respond to patient requests.Follow all safety and security procedures and guidelines.Participate in health center/affiliate efforts to achieve established goals for productivity and revenue cycle.Adhere to affiliate goals and policies on professionalism, wait time in-clinic and on the phone, and the system for addressing client complaints.Performs other duties, as assigned.
Minimum Qualifications:High School diploma or GED 1+ years of related and/or applicable experience, including prior experience in customer service and computer skills Experience with phone and computer systems in high-volume customer service setting Superior customer service and teamwork skills Excellent customer service and communication skills Ability to remain focused and calm in stressful situations Excellent interpersonal and verbal skills Superior oral and written communication skills Ability to work effectively as part of team You are interested in expanding your analysis and knowledge about the role that racial inequity plays in our society, and are committed to building and/or deepening your commitment to racial equity in your work Flexibility in work schedule - must be able to potentially work evenings and Saturdays
Preferred Qualifications: Experience in healthcare with general knowledge of medical records functions, i.e. terminal digit filing system, master patient index, etc.Experience with Electronic Health Records
PPGNY's benefits package includes:
Generous PTO and holiday schedule
Medical, dental and vision coverage options for you and eligible dependents
FSA, HSA, Commuter pre-tax reimbursement funds
Short and Long Term Disability, Free Basic Life and AD&D
401(k) Retirement Plan with Safe Harbor contributions after 1 year of employment
All positions at PPGNY require:
Proof of immunization or immunity to certain communicable diseases (including influenza during the flu season) and testing for tuberculosis. These certifications are required by the NYC DOHMH Health Code, NYSDOH and OSHA.
Planned Parenthood of Greater New York (PPGNY) is a leading provider, educator, and advocate of sexual and reproductive health care in New York State. PPGNY is proud to provide a wide-range of family planning services at our 28 health centers and mobile care units. We care for everyone regardless of their immigration status, zip code or ability to pay. PPGNY's education and outreach programs are backed by medically-accurate, evidence-based information that allows people to make informed decisions about their health and future. As a voice for reproductive freedom, PPGNY supports legislation and policies that ensure all New Yorkers have access to the full range of reproductive health care and education.
At PPGNY, we provide the absolute best care to our patients and our communities through innovative health care delivery and education programming. We care for everyone who walks through our doors regardless of insurance, ability to pay or immigration status. As a leading voice for reproductive freedom, PPGNY fiercely advocates for policies to ensure that all New Yorkers will have access to the full range of reproductive health care services and information.
PPGNY is committed to diversity, equity, and inclusion. We believe we are most impactful when people with a wide range of backgrounds, experiences, and identities come together with common purpose. We encourage candidates from all backgrounds to apply.
As part of a multi-disciplinary team providing medical care, the BA is responsible for patient intake at the front desk and welcomes and serves PPGNY center customers. The incumbent maintains standardized patient accounts/clinical records in accordance with agency policies and procedures, provides assistance with making appointments and registering for the patient portal, and maintains current and accurate information related to sexuality, reproductive health, and services provided by PPGNY. The BA takes essential actions to serve PPGNY customers with excellence.
This is an exciting and important time at Planned Parenthood of Greater New York(PPGNY) . We are building on our strength with dynamic new leadership, talented staff members, engaged donors and activists, and amazing community partners. We are determined to thrive and grow in these times of transition and resistance.
Planned Parenthood of Greater New York stands strong as a trusted provider of sexual and reproductive health (SRH) care, an accurate source of sexual health information, and a steadfast partner in the ongoing fight to achieve sexual and reproductive justice, especially health and racial equity. Working at PPGNY is more than a job. It is an opportunity to help ensure that all New Yorkers have access to affordable, high-quality sexual and reproductive health care and evidence-based education programming so they can lead healthy lives and fulfill their dreams. We approach our work through a reproductive justice lens, seeking to break down the barriers that prevent individuals from accessing the health care and information they need and deserve.
What the Business Associate does:Patient Reception and Visit Flow (30%) Monitor health screenings at front desk. Greet all patients and visitors according to PPGNY standards and collect all pertinent demographic and billing information, including insurance verification, following PPGNY and NYSDSS guidelines.Change and update patient demographics in electronic health record.Initiate CVR (superbill) and activate electronic health record to start visit. Sign appropriate consents and reception forms.Manage walk-in clients according to availability in the schedule.Scheduling, Appointment Schedule Management, Phones (30%) Answers phones and triages patient calls, including appointment management.Scrub the schedule and prepare charts for next day services according to information required by visit type and services requested.Billing and Revenue Cycle Duties (20%) Process supply requests, collect payments and co-pays in accordance with PPGNY supply sales, cash handling, and banking policies. Reconcile audit reports to payments and prepare deposits.Screen all patients for eligibility for in-state assisted insurance programs while assisting patients in completing these insurance applications if applicable. Monitor and Maintain Office and Waiting Areas (10%) Responsible for opening and closing front desk area.Maintain waiting room and office area to ensure appearance is welcoming, private and professional.Other Duties (10%) Respond to patient requests.Follow all safety and security procedures and guidelines.Participate in health center/affiliate efforts to achieve established goals for productivity and revenue cycle.Adhere to affiliate goals and policies on professionalism, wait time in-clinic and on the phone, and the system for addressing client complaints.Performs other duties, as assigned.
Minimum Qualifications:High School diploma or GED 1+ years of related and/or applicable experience, including prior experience in customer service and computer skills Experience with phone and computer systems in high-volume customer service setting Superior customer service and teamwork skills Excellent customer service and communication skills Ability to remain focused and calm in stressful situations Excellent interpersonal and verbal skills Superior oral and written communication skills Ability to work effectively as part of team You are interested in expanding your analysis and knowledge about the role that racial inequity plays in our society, and are committed to building and/or deepening your commitment to racial equity in your work Flexibility in work schedule - must be able to potentially work evenings and Saturdays
Preferred Qualifications: Experience in healthcare with general knowledge of medical records functions, i.e. terminal digit filing system, master patient index, etc.Experience with Electronic Health Records
PPGNY's benefits package includes:
Generous PTO and holiday schedule
Medical, dental and vision coverage options for you and eligible dependents
FSA, HSA, Commuter pre-tax reimbursement funds
Short and Long Term Disability, Free Basic Life and AD&D
401(k) Retirement Plan with Safe Harbor contributions after 1 year of employment
All positions at PPGNY require:
Proof of immunization or immunity to certain communicable diseases (including influenza during the flu season) and testing for tuberculosis. These certifications are required by the NYC DOHMH Health Code, NYSDOH and OSHA.
Planned Parenthood of Greater New York (PPGNY) is a leading provider, educator, and advocate of sexual and reproductive health care in New York State. PPGNY is proud to provide a wide-range of family planning services at our 28 health centers and mobile care units. We care for everyone regardless of their immigration status, zip code or ability to pay. PPGNY's education and outreach programs are backed by medically-accurate, evidence-based information that allows people to make informed decisions about their health and future. As a voice for reproductive freedom, PPGNY supports legislation and policies that ensure all New Yorkers have access to the full range of reproductive health care and education.
At PPGNY, we provide the absolute best care to our patients and our communities through innovative health care delivery and education programming. We care for everyone who walks through our doors regardless of insurance, ability to pay or immigration status. As a leading voice for reproductive freedom, PPGNY fiercely advocates for policies to ensure that all New Yorkers will have access to the full range of reproductive health care services and information.
PPGNY is committed to diversity, equity, and inclusion. We believe we are most impactful when people with a wide range of backgrounds, experiences, and identities come together with common purpose. We encourage candidates from all backgrounds to apply.
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Business associate job description example 3
Combined Insurance business associate job description
Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
We are looking for a candidate who is highly motivated to succeed and is results oriented. The lines of business included on the platform include but are not limited to: BOP, Commercial Auto, Workers Compensation, and Umbrella. The position underwrites newline and renewal accounts submitted through the online platform.
Major Duties & Responsibilities:
* Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority. Complies with company policies, procedures & rating plans when evaluating and managing risk.
* Ability to sell and negotiate to achieve bottom line profitability for the Company.
* Provides primary communication and direction for all processing requirements including policy issuance instruction, endorsement requests, billing requirements and audit review.
* Maintains service standards by timely response to broker requests and timely receipt of collateral and agreements in addition to meeting deadlines on submissions of quotations, certificates and/or policies.
* Performs other duties as required to best serve customer, team and management needs.
Requirements:
* Must possess a strong commercial casualty risk underwriting skill and competence with the ability to handle small risks.
* Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers.
* Strong Communication Skills, including the ability to listen effectively; to confidently and diplomatically express opinions and voice concerns with other team members; and to present effective written communication to varied audiences.
* Ability to work in and promote a team-oriented environment.
* Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel) needed to conduct daily business.
* Self-motivated; must be able to work independently and make logical decisions.
* Demonstrate initiative as evidenced by ability to organize and prioritize work.
* Travel -- <10% may be required.
* College level degree-Bachelor of Science or Bachelor of Arts degree.
Desired Qualifications:
* Strong people and relationship skills.
* Proven business developer with entrepreneurial mindset.
Chubb strives to offer a diverse and inclusive and rewarding work environment. Teamwork and mutual respect are central to how Chubb operates and we believe the best solutions draw upon diverse perspectives, experiences and skills. We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success.
EEO Statement
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
We are looking for a candidate who is highly motivated to succeed and is results oriented. The lines of business included on the platform include but are not limited to: BOP, Commercial Auto, Workers Compensation, and Umbrella. The position underwrites newline and renewal accounts submitted through the online platform.
Major Duties & Responsibilities:
* Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority. Complies with company policies, procedures & rating plans when evaluating and managing risk.
* Ability to sell and negotiate to achieve bottom line profitability for the Company.
* Provides primary communication and direction for all processing requirements including policy issuance instruction, endorsement requests, billing requirements and audit review.
* Maintains service standards by timely response to broker requests and timely receipt of collateral and agreements in addition to meeting deadlines on submissions of quotations, certificates and/or policies.
* Performs other duties as required to best serve customer, team and management needs.
Requirements:
* Must possess a strong commercial casualty risk underwriting skill and competence with the ability to handle small risks.
* Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers.
* Strong Communication Skills, including the ability to listen effectively; to confidently and diplomatically express opinions and voice concerns with other team members; and to present effective written communication to varied audiences.
* Ability to work in and promote a team-oriented environment.
* Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel) needed to conduct daily business.
* Self-motivated; must be able to work independently and make logical decisions.
* Demonstrate initiative as evidenced by ability to organize and prioritize work.
* Travel -- <10% may be required.
* College level degree-Bachelor of Science or Bachelor of Arts degree.
Desired Qualifications:
* Strong people and relationship skills.
* Proven business developer with entrepreneurial mindset.
Chubb strives to offer a diverse and inclusive and rewarding work environment. Teamwork and mutual respect are central to how Chubb operates and we believe the best solutions draw upon diverse perspectives, experiences and skills. We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success.
EEO Statement
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Updated March 14, 2024