SCOUT Solutions · 2 months ago
Bilingual Customer Service & Appointment Coordinator (English/Spanish)
SCOUT Solutions is an independent health insurance agency helping individuals and families find affordable ACA Marketplace plans. They are seeking a Bilingual (English/Spanish) Customer Service & Appointment Coordinator to manage incoming calls, assist clients with their applications, and schedule appointments with licensed agents.
Staffing & Recruiting
Responsibilities
Answer inbound calls from new and existing clients in English and Spanish
Provide excellent customer service by listening attentively and showing empathy
Help clients with portal or application login issues, document uploads, or verification challenges
Collect and verify personal information to locate or create client accounts in the system
Pre-qualify clients by asking guided questions to understand their health coverage needs and preferences
Schedule follow-up appointments for licensed agents to review plan options
Keep detailed and accurate call notes, ensuring all customer information is organized and secure
Occasionally assist during agent-client meetings as a translator (English ↔ Spanish)
Perform basic data entry or follow-up calls/emails to confirm appointments
Qualification
Required
Fluent in English and Spanish (spoken and written)
Excellent communication and active listening skills
Organized and detail-oriented; able to manage multiple calls and tasks at once
Comfortable using technology (CRM, scheduling tools, basic spreadsheets, etc.)
Professional, patient, and empathetic demeanor
Must maintain confidentiality of all client information (HIPAA awareness is a plus)
Reliable internet connection and quiet work environment
Preferred
Previous experience in customer service, call center, or administrative support preferred
Company
SCOUT Solutions
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Funding
Current Stage
Early StageCompany data provided by crunchbase