Use your resources to find the answers about the clients our POD will be handling for the 2015 season.
They will receive a one-time allocation of their remaining balance automatically
Their savings account will be discontinued when they transition
They don't have a Savings Account and should really start thinking about their future.
They will receive a one-time allocation of their remaining balance after meeting the enrollment requirements to qualify for their HRA
True
False
Yes
No
SPX doesn't reimburse Part B Premiums
Tell him he needs to call the Social Security Administration and enroll in Part B
Contact InfoSource
Tell him that's ok, we will still be able to enroll him
Tell him his group health insurance will end January 1st, and he will only have Medicare Part A until next July when his Part B becomes effective when we can enroll him
True
False
4
7
3
2
Yes, No
No, Yes
Yes, Yes
No, No
This coverage will continue until Dec 31st, 2015
Elfun has nothing to do with Medicare, and will not be affected.
This coverage has no end date.
This coverage is ending Dec 31st, 2014
Contact InfoSource. 1)Refer the participant to our website for more information. 2) Transfer to the CSR que since it is a CSR issue.
Contact InfoSource. Inform the participant they need to contact the GE Call center because they haven't sent us the information
Contact InfoSource. 1) Create a New Record. 2)Schedule an appointment and be helpful answering questions about the process, plan pricing (if during the enrollment season), direct them to our website, etc. 3) Recommend they contact the GE call center to find out about their RRA eligibility.
Refer the participant to the Benefit Center
Refer to the HRA Spreadsheet in the Client Guide
In the Funding Guide in the SSC
Upper right hand corner of the SSC
NRECA participants do not have an HRA
True
False
Her Group Health Insurance through NRECA will be ending Dec 31st and we will be able to assist in finding her a new plan that will meet her needs.
Tell her that because she is pre-65, she will keep her current Group Coverage until she turns 65.
Tell her that we only work with post-65 participants, and she will need to contact the state to find out what options she has available to her.
Tell her all pre-65 medicare eligible participants will be transitioning into Medigap plans because of their need for comprehensive coverage.
We can't send out Announcement letters again, so he should contact a friend.
Refer the participant to the Benefit Center
Transfer him to the CSR que, as it is a CSR issue.
Send an email to InfoSource with the participants information and request.
Yes
No
Rio Tinto participants do not get reimbursements
Update the address and send a Case Management Ticket
Update the address and instruct the participant to call Rio Tinto's Service Center Number
Contact InfoSource
Transfer to the CSR que, as this is a CSR issue.
True
False
True
False
He is free to do so, but explain the benefits of enrolling through One Exchange
One Exchange offers lower rates because we are contracted with all of the Carriers in his area, so he may pay more if he enrolls through his friend.
He needs to enroll through One Exchange in order to be eligible for his funding
Thank him for updating us, and wish him luck.
It is a 30 minute consultation with a GE and One Exchange representative.
These meetings will be held over a 6 day period during office-hours.
Appointments are First-Come, First Serve basis.
There are very few appointments available, and once they are filled up, they are gone.
All of the above
True
False