CRC Benefits - Internal Broker Support Specialist (Temporary)
About The Position
The Internal Broker Support Specialist is an in-house expert who provides service to brokers and customers. The role performs routine, defined support tasks in an office environment, up to five days per week. Responsibilities include supporting brokers housed in and outside CRC Benefits offices, maintaining records and documents, entering and verifying information, responding to client requests by phone and email, and resolving or escalating customer issues. The position also supports questions about employee enrollment, ID card status, effective dates, and commissions, and makes outbound calls to monitor client satisfaction. Occasional long, irregular hours and flexibility during the fourth quarter are required. The employee must be able to complete the physical requirements of the job, with or without reasonable accommodation.
Requirements
- High school diploma or equivalent.
- At least two years of experience in a call center or customer service environment in the healthcare or insurance field.
- Working knowledge of medical conditions, terminology, and insurance products.
- Prior experience handling multiple customer service issues.
- Good understanding of HIPAA laws and guidelines.
- Exceptional attention to detail.
- Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange, and proficiency with various web browsers.
- Ability to communicate effectively, verbally and in writing, with internal and external personnel.
- Ability to read, analyze, and interpret Explanation of Benefits (EOB).
- Ability to read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.
- Ability to maintain complete confidentiality of information.
- Ability to determine when problems should be escalated.
- Ability to work in and contribute to a positive team environment.
- Ability to complete tasks on time while managing multiple tasks simultaneously.
- Must be able to complete all physical requirements of the job, with or without reasonable accommodation.
- Flexibility with work hours during the fourth quarter; occasional long, irregular hours.
Responsibilities
- Provide quality information and solutions to brokers housed in CRC Benefits offices and those who are not.
- Prepare files and maintain physical or electronic records and documents in required formats daily.
- Compile and verify information and enter data into a tracking database or system.
- Provide direct customer service to internal and external clients by retrieving documents and responding to requests for information by phone or email.
- Maintain 100% of available phone and electronic service goals.
- Determine when customer issues need to be escalated and find solutions.
- Provide service to brokers and clients on employee enrollment, ID card status, effective dates, and commission issues.
- Keep up to date on company policies and promotional offerings.
- Participate in regular meetings and contribute to the team's success.
- Make outbound calls to clients to monitor client satisfaction.
- Perform additional duties as assigned by the manager.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Paid time off, including company holidays, vacation, and sick days
- New parent leave
- Restricted stock units and/or a deferred compensation plan for eligible positions
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
