Life Services Member Engagement Specialist I
Core
First point of contact for new Life Services members, guiding them through the intake process to ensure they feel informed, empowered, and supported.
Role type
Member Engagement Specialist (Intake & Onboarding)
Builds
New member files, intake documentation, and member assistance fund requests
Domain
Health Insurance / Member Services
Deliverable
dashboards & analysis
Required skills
Customer service, telephone communication, data entry, database management, Microsoft Office proficiency, report generation, auditing
Preferred skills
Microsoft Dynamics CRM, Guiding Care (Altruista), Streamline, 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, perform data entry and basic analysis, manage Member Assistance Fund requests, assist with health education and wellness materials, audit member data for accuracy
Seniority
Entry-level to Junior