Insurance Operations Associate

hace 11 horas

Bogotá, Bogotá D.E., Colombia Bruntwork A tiempo completo

We are seeking a highly skilled Insurance Operations Associate to join our team at Bruntwork. As an Insurance Operations Associate, you will play a crucial role in streamlining operations and enhancing customer experience for our health insurance clients.


This multifaceted role offers a unique blend of customer support, bookkeeping, and data management responsibilities. You will be at the heart of our operations, ensuring smooth client interactions, maintaining financial accuracy, and contributing to our technological advancements.


We are looking for a detail-oriented professional who thrives in a dynamic environment and is passionate about making a real difference in people's lives through efficient healthcare coverage management.


Responsibilities

  • Conduct engaging 'happy calls' to new clients, confirming enrollments and ensuring proper insurance setup
  • Perform essential bookkeeping tasks using QuickBooks Online, maintaining financial accuracy and transparency
  • Transform customer information from enrollment forms into organized Excel spreadsheets, enhancing data accessibility
  • Utilize and optimize our CRM system (Go High Level) for improved customer relationship management
  • Assist in implementing and leveraging new tools for streamlined receipt management and accounting integration
  • Adapt to evolving technological needs, including potential transition to AI-assisted customer service systems
  • Support various administrative functions to boost overall business efficiency and client satisfaction

Requirements

  • Proven experience with QuickBooks Online and a solid foundation in bookkeeping principles
  • Advanced proficiency in Microsoft Excel for complex data entry and management tasks
  • Exceptional customer service skills with a confident phone manner for outbound calls
  • Demonstrated ability to quickly master new software systems and technologies
  • Meticulous attention to detail, ensuring data accuracy and quality in all tasks
  • Strong time management skills with the ability to juggle multiple priorities effectively
  • Familiarity with the insurance industry is a plus, but not required
  • Comfortable working remotely and adapting to a flexible 20-30 hour work week
  • Available during core business hours (typically 9 AM to 4 PM in the client's time zone)
  • Self-motivated with the ability to work independently while contributing to team goals
  • Excellent written and verbal communication skills in English

Our ideal candidate will have a strong background in bookkeeping, excellent customer service skills, and the ability to adapt to new software and technologies. If you are a motivated and detail-oriented professional looking for a challenging role, we encourage you to apply.


Estimated salary: $40,000 - $60,000 per year, depending on experience.


This is a freelance position, and you will be considered as an Independent Contractor. As an Independent Contractor, you will be responsible for your own taxes, benefits, and other expenses.


We are an equal opportunities employer and welcome applications from diverse candidates.


Please note that we are not responsible for any errors or omissions in the job posting, and we reserve the right to modify or cancel the job posting at any time.


Location: Remote, working from home. You will need to have a reliable internet connection and a quiet workspace.


Work schedule: 20-30 hours per week, with flexibility to work during core business hours (typically 9 AM to 4 PM in the client's time zone).


Job type: Freelance, Independent Contractor.


Language: English.


Age requirement: 18 years or older.


Background check: Yes, we will conduct a background check on the successful candidate.


We are an equal opportunities employer and welcome applications from diverse candidates.


Please submit your application, including your resume and a cover letter, to [insert email address]. We look forward to hearing from you.


Disclaimer: The job posting is subject to change, and we reserve the right to modify or cancel the job posting at any time.


Bruntwork is an equal opportunities employer and welcomes applications from diverse candidates.

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