Intake Coordinator, Transcarent

• 1 year of experience in a customer service and/or sales call center role
• Verifiable strong ability to influence
• Ability to work effectively in a team environment
• Strong critical thinking and problem-solving skills
• Ability to effectively organize work activities to meet deadlines
• A “delight the customer” attitude
• Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), CRM tools (Salesforce), IM/video conferencing (Slack/Zoom), and telephones efficiently
• Strong customer service skills with a caring personality, willing to put in extra effort to ensure our members are taken care of during potentially difficult times
• Excellent communication skills (spoken and written); comfortable talking on the phone for extended periods of time and replying to emails in a timely manner
• Trustworthy and accountable behavior, capable of viewing and maintaining confidential personal information daily
• A designated, distraction-free home office space with ability to hard wire connect to high-speed internet (no Wi-Fi)

• Accountable for engaging, educating, and qualifying new and existing members on our Surgery Care program offering and ensuring all benefits are clearly articulated and understood
• Depending on the client, offer additional services and then route the call to the pod member who can best assist the member in next steps
• Provide exceptional customer service through inbound/outbound calls in our fast-paced, contact center environment
• Offer member guidance, including verification of benefits
• Ask probing questions to recognize additional patient needs
• Partner with internal clinical professionals in providing member guidance
• Work with highly sensitive information while maintaining Personal Protected Information (PPI) requirements
• Adjust shift/scheduling based on the needs of the organization (including occasional paid overtime, shift differential, and working holiday)
• May or will work evening/overnight shifts on a rotating schedule

Total funding: $424m

More than 60% of US workers who receive health insurance are enrolled into an employer-funded/managed self-insured plan. While such plans can reduce premiums for employers, this typically comes at the cost of quality and increased friction, as opposed to self-insuring through a traditional insurance company.