About this role
POSITION PURPOSE:
Ensure the registration and management changes to policyholders' policies according to the terms in which they will be issued following the internal established parameters.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
- Receive, enter, and send to the medical department applications for new businesses or changes within a maximum period of 24 hours.
- Follow up on pending information cases
- Accept changes to existing policies that do not require medical evaluation. (Discounts, change in payment frequency, change of option/plan)
- Manage policy changes
- Transfers, changes in new business generated, re-evaluations, policy consolidation, plan changes, deductibles, and inclusion of dependents
- Maintain the TAT and improve response times to agencies. Close cases before the application deadline.
Qualifications
DESIRED MINIMUM QUALIFICATIONS:
- Analytical person, with experience in customer service, goal-oriented and focused on order and quality. Team player.
- Knowledge of the health insurance principles and guidelines
- Highly organized and structured
- Excellent follow up skills
- Strong analytical skills and detailed oriented
- Able to work independently
- Excellent time management skills and ability to prioritize
- Effective communication skills
- Strong commitment to service and quality
- Bilingual (must be fluent in English and Spanish) - speak, read and write
EDUCATION AND EXPERIENCE:
- Administrative or Business-related degree preferred
- Two years of previous experience in insurance companies (desirable)