Life Services Member Engagement Specialist I
Core
First point of contact for new Life Services/JobConnect members, guiding them through the intake process to ensure they feel informed, empowered, and supported.
Role type
Member Engagement Specialist (Intake & Onboarding)
Builds
Member intake files, departmental Member Assistance Fund requests, and health education/wellness material distribution.
Domain
Health insurance / Member services
Deliverable
client delivery
Required skills
Intake process management, telephone customer service, data entry, report generation, database management, Microsoft Office proficiency, Microsoft Dynamics CRM experience
Preferred skills
Guiding Care (Altruista) experience, Streamline experience, Associates degree in business
Responsibilities
Answer and route incoming telephone calls, verify and complete intake process for new members, create and maintain new member files, manage Member Assistance Fund requests, perform data entry and basic analysis, assist with health education and wellness materials distribution
Seniority
Entry-level IC
