Intake Specialist

hace 12 horas

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

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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