Intake Specialist
hace 2 días
Job Summary
The Intake Specialist is a critical member of the operations and implementation teams, focused on supporting internal stakeholders across various business functions. This role will handle a range of administrative and coordination tasks including benefits data processing, internal reporting, onboarding support, and carrier a critical member of the operations and implementation teams, focused on supporting internal stakeholders across various business functions. This role will handle a range of administrative and coordination tasks including benefits data processing, internal reporting, onboarding support, and carrier communication.
Job Description
• Work directly with insurance carriers to ensure participants are enrolled in the appropriate plans.
• Generate and maintain reports for new benefit elections, payments, and terminations to ensure data accuracy and compliance.
• Support the Sales and Implementation teams with demos, payment issues, and administrative intake tasks.
• Assist with internal project coordination, including data collection and record management.
• Facilitate onboarding for new clients by supporting behind-the-scenes processes and documentation.
Required Qualifications
• Strong organizational skills with attention to detail and accuracy.
• Clear and coherent in both written and verbal communication skills
• Comfortable using portals, email, and reporting tools (e.g., Microsoft Excel, Word).
• Ability to work independently and manage multiple tasks and deadlines.
• Strong problem-solving skills with the ability to resolve participant concerns efficiently.
• Has a calm and professional demeanor, especially in fast-paced or high-pressure situations.
• Highly organized and able to manage multiple priorities with attention to detail.
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