Jordan Moorfoot

Exchange Solutions Specialist

Jordan Moorfoot

Exchange Solutions Specialist

Jordan Moorfoot_Exchange Solutions Specialist_2

In her role as an Exchange Solutions Specialist, Jordan’s primary responsibilities are to build, maintain and test client benefit enrollment platforms; imports and analyzes data; and represents CCG’s Benefits Administration team as a contact to our direct clients, internal team members and partners.

Roles & Responsibilities:

  • Helps manage and provide technical guidance through the implementation of new client enrollment sites.
  • Sets up and coordinates client enrollment sites based on benefit plan offerings; understanding benefit plan eligibility rules, contract details and monthly pricing.
  • Tests client sites for quality assurance; track and monitor resolution of issues.
  • Audits data from various sources, analyzes and understands data elements from carrier partners and clients.
  • Continually manages and updates sites as requirements change each year or as often as needed; which includes but is not limited to: benefit class matrix, required documents, permissions, field options, site text and any open options.
  • Conducts technical/product presentations, demonstrations and training as needed.
  • Obtains and imports data into the platform, ensuring data from carriers is accurate and uploaded according to system requirements.
  • Maintains client relationships, manages expectations and timelines effectively.
  • Manages workflow in the setup and maintenance of carrier and payroll connections.
  • Serves as an internal point of escalation for issues, questions, etc. related to the benefit administration system.
  • Handles any special projects as assigned by management by seeking clear direction and following through.

CCG Team Member Since: 2017

Prior Industry Experience: Over 5 years

Education: Michigan State University, Bachelor of Arts in Finance

CCG Committee Involvement:

  • Member, CCG MS Dynamics CRM Committee

Personal Interests: Jordan enjoys going out on her family boat and relaxing at the beach with family, her fiancé, and new puppy. She also enjoys bowling in a league with some of her closest friends and family members every other weekend.