Surrogate Intake Specialist jobs in United States
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International Fertility Insurance · 1 day ago

Surrogate Intake Specialist

positionCA, US
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$45K/yr - $47K/yr

International Fertility Insurance is dedicated to helping individuals build families through surrogacy. The Surrogate Intake Specialist plays a critical role in managing applications and records, ensuring surrogate candidates are prepared to advance in the surrogacy process while collaborating with various teams.

Health InsuranceInsuranceProfessional Services

Responsibilities

Process, request, and track medical record requests for pre-qualified surrogates
Complete and prepare medical records reviews for an assigned caseload
Administer and process applicant background checks
Collect and review insurance handbooks; summarize key details for the legal team
Obtain clinic approvals for surrogate candidates
Maintain accurate records in the CRM, including insurance booklet tracking
Review and process applications; send rejections to applicants not meeting Circle requirements
Collaborate with Surrogate Advisors and partner departments to fulfill goal requirements and team minimums
Take initiative on additional projects and tasks as assigned in alignment with team deadlines

Qualification

Medical records experienceCRM systems familiarityCommunication skillsAttention to detailMultitaskingProactive work styleCritical thinkingProblem-solving

Required

High school diploma or equivalent professional experience will be considered
Experience in task-oriented roles; background with medical records strongly preferred
Strong written and verbal communication skills
Exceptional attention to detail with the ability to multitask and prioritize
Critical thinking and problem-solving skills
Comfort working in a fast-paced, goal-driven environment with strict deadlines
Familiarity with databases/CRM systems
Proactive, independent work style with a goal-oriented mindset
Ability to work one weekend day each quarter

Preferred

Background with medical records strongly preferred

Benefits

Personal fulfillment from directly helping families grow
Competitive health plan (medical, dental, vision)
401(k) with company match
“Take what you need” PTO policy
Hybrid, in-office, or fully remote (depending on location)
Tuition Assistance
Life Insurance, LTD, STD
Bonus eligibility
And much more!

Company

International Fertility Insurance

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International Fertility Insurance offers insurance solutions for fertility treatments, surrogacy, and egg donation.
dateFounded in 2019
location
San Diego, California, USA
people-size11-50 employees
web-link
https://goifi.com

Funding

Current Stage
Early Stage

Leadership Team

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Jason Smith
President
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Company data provided by crunchbase