Remote Insurance Intake Coordinator

Posted 2025-03-14
Remote, USA Full-time Immediate Start

In this role you will be responsible for providing excellent customer service remotely to clients through confidential and professional support and guidance for HR and employees about their benefits and documenting all pertinent information. This role is based on west coast business hours 8am-5pm no weekends and is full time only.

RESPONSIBILITIES: ? Answers all incoming calls promptly and professionally; identifies the routine questions or problems in a manner that meets or exceeds client and company specific service level standards ? Attention to details with ability to consistently research contact names in system or locate current open tickets to eliminate duplicate creation in ticket software ? Has a working understanding of employee benefits ? Returns emails and letter correspondence promptly in order to prepare the service ticket for the Benefit Advocates ? Thoroughly documents all aspect of issues from the customer contact

EDUCATION / EXPERIENCE:
? Experience in Life and Health Benefits
? Must be licensed in Life or Health
? Minimum 3 years of experience in Customer Service, preferably Employee Benefits related, dealing with eligibility, claims resolution and/or benefits education

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