Centivo

Drive strategic initiatives and operational improvements by analyzing data, managing projects, collaborating cross-functionally, and delivering insights to leadership. | Bachelor's degree, 2 years of management consulting or strategic analyst experience, strong quantitative and interpersonal skills, and experience with financial modeling and strategic frameworks. | We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: The Strategy & Operations Analyst plays a critical role in driving strategic initiatives and operational improvements across the organization. At Centivo, the Strategy & Operations Analyst brings a structured problem-solving approach, data-driven insights and expertise in stakeholder management to bring value across a variety of cross-functional initiatives. Responsibilities Include: · Utilize advanced analytical techniques (e.g., financial modeling, operational analysis, scenario planning) to uncover insights that inform strategic decisions and deliver measurable value. · Structure and organize complex problems into a clear, executable project for high-impact initiatives · Develop and maintain project tracking tools to monitor progress, flag risks, and support decision-making at the initiative level. · Collaborate with cross-functional teams to ensure milestones are met, KPIs are tracked, and all activities are aligned with organizational goals. · Design, optimize, and implement business processes that improve efficiency, scalability, and performance across departments. · Develop business cases, strategic recommendations and implementation roadmaps that help guide leadership and support key initiatives. · Prepare executive-level presentations and reports to communicate findings, insights, and initiative progress clearly and concisely. · Support change management activities, including stakeholder engagement, communications, and training, to ensure the smooth adoption of strategic initiatives. · Contribute to the development of strategic frameworks and methodologies to standardize initiative planning, execution, and evaluation across the organization. Required Skills and Abilities: Strategic mindset with ability to structure ambiguous problems and synthesize insights Strong quantitative analyses Strong interpersonal skills and stakeholder management Excellent communication and presentation skills Comfort with process mapping and optimization Comfort with fast-paced environment and projects Familiarity with first principle thinking KPI development and dashboarding for operational performance Education and Experience: · Bachelor’s degree required · 2 years in management consulting or working as a strategic analyst · Experience working with senior stakeholders and cross-functional teams · Experience working in data analysis, financial modeling and strategic frameworks Preferred Qualifications: · Preferred experience working at a consulting firm · Experience working with healthcare datasets (e.g., Claims, Call Center, Provider, EHR data) a plus · Experience working with product and operations teams within a healthcare and/or payer setting · Experience working on strategic initiatives in a healthcare setting Leadership Skills: · Business Acumen – A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function. · Accountability & Execution – Taking ownership of actions, following through on commitments, actively carrying out tasks, monitoring progress, delivering results as promised, and being answerable for positive and negative outcomes. · Strategist Mindset - The ability see and articulate the bigger picture, thinking proactively and anticipating both opportunities and obstacles in the context of setting direction and maintain alignment to long-term company goals. · Systems Thinking – The ability to see and articulate the patterns, interconnections and interdependencies within a system · Process Orientation – The ability to see and articulate the sequential flow of activities, including anticipating impacts upstream and downstream when processes are changed. · Flexibility/Working through Ambiguity – Tendency to be energized by new experiences/perspectives, working with both data and fragmented information to arrive at practical, effective, actionable next steps. Centivo Values: · Resilient – This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don’t give up. · Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon. · Positive – We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. Work Location: · This position is remote eligible · Office locations in Buffalo and NYC Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

The Client Operations Specialist supports the Client Success team in delivering health insurance services and acts as a liaison between Client Success and the broader organization. The role focuses on reducing administrative burdens through process optimization and ensuring client needs are met. | Candidates should have 5 years of experience in health insurance or related fields, with a strong understanding of health insurance products and regulations. Proficiency in MS Office and experience with JIRA, SQL, and Tableau are also required. | We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: The Client Operations Specialist plays a vital role in supporting our Client Success team with the end-to-end delivery of health insurance services for employer groups, brokers, and individual members. This position acts as a conduit between Client Success and the broader Centivo organization, helping to ensure that market facing needs and requirements are being accounted for in our day-to-day operations or broader projects that will impact the market facing team. The ultimate objective of the Client Ops team is to reduce the administrative & operational burden of our Client Success teams through standardization and process optimization. Responsibilities Include: Subject Matter Expertise: Act as Subject Matter Expert, representing the voice of the customer and client success, on any product, network, vendor discussions and rollouts Identify Client Success needs and requirements related to such rollouts, ensuring timely distribution of deliverables to Client Success Support will be expected but not limited to Open Enrollment, Plan Renewals and any plan changes Project management and system support for internal systems (Plan Manager, Portal) will be required of this role. Data & Reporting: Ensure accuracy and integrity of client data in internal systems. Monitor KPIs related to client satisfaction, service level agreements (SLAs), and operational performance. Alert Client Success if KPI’s are not meeting targets and make recommendations to improve performance Process Optimization & Workflow Management: Identify inefficiencies in client-facing processes and propose solutions. Develop and maintain standard operating procedures (SOPs). Partner with all areas of the organization, including but not limited to: Client Success, Account Management, Product, and IT, to ensure consistent delivery of outputs. Claims & Benefit Administration Support and Client Communication Assist with any broad claims issues when necessary. Identify issue impact and communicate root causes and resolution steps clearly to client success, while also working with Communications on external communication if/when necessary Handle client inquires by collaborating with Claims and Member Care departments to resolve and/or escalate member issues, including VIP member issues with internal Customer Advocacy team Provide timely updates on system changes, process impacts, or service issues/outages. Escalation Prioritization and Monitoring: Own the intake, tracking, and resolution of broad operational client issues (e.g., file failures, processing delays, network changes, etc). Log, track, and resolve escalations by coordinating with internal departments like claims, IT, eligibility, etc. Identify issue impact and communicate root causes and resolution steps clearly to client success. Vendor Integrations: Support Client Success with integration of third-party vendors for clients (e.g., PBM, eligibility vendors, point solutions, etc). Facilitate internal process including requirement gathering, ticket submission and monitoring Qualifications: Required Skills and Abilities: Experience working work with health insurance products (HMO, PPO, HDHP, etc.), funding types (fully insured, ASO, Level Funded), and regulations (ACA, HIPAA). Strong organizational and project management skills. Proficiency with MS Office (Excel, Outlook, Word); Excellent written and verbal communication skills; ability to speak clearly and concisely, conveying complex or technical information in a manner that others can understand, as well as ability to understand and interpret complex information form others Holds high Customer Service standards and aims to be client-orientated with a drive for quality service Education and Experience: 5 years of experience in health insurance, healthcare, or employee benefits, preferably in a client-facing or operational role Must have worked in a TPA or direct carrier setting Experience working in JIRA, SQL and Tableau Preferred Qualifications: Bachelor's Degree Experience working with self-funded healthcare plans Knowledge of claims administration, billing cycles, and eligibility system Experience with CRM’s and health plan administration systems Work Location: This position is remote Occasional travel for client meetings or training may be required Centivo Values:​ Resilient – This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don’t give up.​ Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon.​ Positive – We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. ​ Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

Drive strategic initiatives and operational improvements through data-driven insights, project management, and cross-functional collaboration. | Bachelor’s degree, 2 years in management consulting or strategic analyst role, experience with senior stakeholders, data analysis, financial modeling, and strategic frameworks. | We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role: The Strategy & Operations Analyst plays a critical role in driving strategic initiatives and operational improvements across the organization. At Centivo, the Strategy & Operations Analyst brings a structured problem-solving approach, data-driven insights and expertise in stakeholder management to bring value across a variety of cross-functional initiatives. Responsibilities Include: · Utilize advanced analytical techniques (e.g., financial modeling, operational analysis, scenario planning) to uncover insights that inform strategic decisions and deliver measurable value. · Structure and organize complex problems into a clear, executable project for high-impact initiatives · Develop and maintain project tracking tools to monitor progress, flag risks, and support decision-making at the initiative level. · Collaborate with cross-functional teams to ensure milestones are met, KPIs are tracked, and all activities are aligned with organizational goals. · Design, optimize, and implement business processes that improve efficiency, scalability, and performance across departments. · Develop business cases, strategic recommendations and implementation roadmaps that help guide leadership and support key initiatives. · Prepare executive-level presentations and reports to communicate findings, insights, and initiative progress clearly and concisely. · Support change management activities, including stakeholder engagement, communications, and training, to ensure the smooth adoption of strategic initiatives. · Contribute to the development of strategic frameworks and methodologies to standardize initiative planning, execution, and evaluation across the organization. Required Skills and Abilities: • Strategic mindset with ability to structure ambiguous problems and synthesize insights • Strong quantitative analyses • Strong interpersonal skills and stakeholder management • Excellent communication and presentation skills • Comfort with process mapping and optimization • Comfort with fast-paced environment and projects • Familiarity with first principle thinking • KPI development and dashboarding for operational performance Education and Experience: · Bachelor’s degree required · 2 years in management consulting or working as a strategic analyst · Experience working with senior stakeholders and cross-functional teams · Experience working in data analysis, financial modeling and strategic frameworks Preferred Qualifications: · Preferred experience working at a consulting firm · Experience working with healthcare datasets (e.g., Claims, Call Center, Provider, EHR data) a plus · Experience working with product and operations teams within a healthcare and/or payer setting · Experience working on strategic initiatives in a healthcare setting Leadership Skills: · Business Acumen – A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function. · Accountability & Execution – Taking ownership of actions, following through on commitments, actively carrying out tasks, monitoring progress, delivering results as promised, and being answerable for positive and negative outcomes. · Strategist Mindset - The ability see and articulate the bigger picture, thinking proactively and anticipating both opportunities and obstacles in the context of setting direction and maintain alignment to long-term company goals. · Systems Thinking – The ability to see and articulate the patterns, interconnections and interdependencies within a system · Process Orientation – The ability to see and articulate the sequential flow of activities, including anticipating impacts upstream and downstream when processes are changed. · Flexibility/Working through Ambiguity – Tendency to be energized by new experiences/perspectives, working with both data and fragmented information to arrive at practical, effective, actionable next steps. Centivo Values: · Resilient – This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don’t give up. · Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon. · Positive – We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive. Work Location: · This position is remote eligible · Office locations in Buffalo and NYC Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

The Plan Documents Specialist Jr. will assist in client implementation and plan changes, managing benefit plan documentation processes. They will conduct reviews of plan documents and draft necessary documentation while ensuring compliance with relevant laws. | Candidates should have 1-3 years of experience in employee benefits paralegal work or health and welfare benefit consulting. Strong organizational skills, attention to detail, and proficiency in Microsoft Office are essential. | We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of Role: Under the guidance of the Plan Documents Manager, the Plan Documents Specialist, Jr. will work cross functionally with the Configuration, Implementation, Client Success, and Product teams to ensure best-in-class output, client experience and satisfaction, which can include regular interaction with brokers, agents, TPAs, stop loss carriers, and other applicable vendors and clients. The Plan Documents Specialist, Jr. is a key member of the delivery team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under the following federal and employment laws: Employee Retirement Income Security Act (ERISA) Internal Revenue Code (Code) Health Insurance Patient Portability and Accountability Act (HIPAA) Medicare Secondary Payer Act (MSP) Consolidated Omnibus Budget Reconciliation Act (COBRA) Affordable Care Act (ACA) Women’s Health and Cancer Rights Act (WHCRA) Responsibilities Include: Assisting in client implementation and client plan changes, defining clients’ benefits and structure for document preparation/completion for required plan document creation. Managing benefit plan documentation processes including: Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC) Conducting and managing a complete, section-by-section review of prospective conversion plan documents for a Summary Plan Description (SPD) with some feedback/assistance from Senior team member(s) and/or Plan Documents Manager, if needed Drafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, standard to intermediate level plan amendments) by identifying/understanding change requests and their requirements. Must have ability to identify more complex tasks and request assistance from Senior team member(s) and/or Plan Documents Manager when needed Drafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and/or Plan Documents Manager. Must have ability to work with and take instruction from Senior team member(s) and/or Plan Documents Manager in order to complete SPDs that may become more involved during process Identifying missing items needed for document preparation Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary Managing and maintaining a book of business primarily relating to Mid-Market accounts and/or assigned projects at direction of Plan Documents Manager Stay current on requirements under ERISA, PPACA, and other related laws/regulations as it relates to plan benefits Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary May assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents Manager May support client communications, including, but not limited to, introductory calls with assistance/feedback from Senior team member(s) and/or Plan Documents Manager Performing other miscellaneous projects, assignments, and duties as assigned Qualifications: Required Skills and Abilities: Strong organizational and multi-tasking skills, attention to detail Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process Ability to manage time effectively, set priorities effectively and meet deadlines Intermediate to advanced knowledge of Microsoft Office products (Excel, Power Point, Word) Demonstrated ability to meet performance goals, including accuracy and productivity Ability to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-making Display, at minimum, an intermediate level of understanding for compliance principles as it applies to document drafting and client communication Team player and willingness to take instruction when necessary Must be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environment Have passion and drive in delivering quality documents Ability to work independently with minimal supervision Typing speed of at least 60-70 WPM Education and Experience: 1-3 years of employee benefits paralegal or similar job experience required 1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans 3 years of experience in client management in self-funding document creation and management Preferred Qualifications: Bachelor’s degree or equivalent job experience required A paralegal or related degree Phia Group’s PDM online portal document management experience or similar use of a portal for document creation and management is a plus Worked with DOL Summary of Benefits and Coverage (SBC) templates and SBC Coverage Examples Calculator Exposure to plan/policy documents, including amendments/SMMs, in prior work environments is a plus Work Location: An ideal candidate would be able to work from home This position is remote Who we are: Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com. Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.