Member Experience Intake Specialist jobs in United States
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PERMA FAIR · 5 days ago

Member Experience Intake Specialist

PERMA FAIR is focused on delivering exceptional service to its members, and they are seeking a Member Experience Intake Specialist to enhance the intake process. This role involves serving as the primary contact for members, managing inquiries, and coordinating with internal teams to ensure a seamless experience.

Insurance

Responsibilities

Serve as the primary contact for new and existing members during the intake process
Respond to inquiries via phone, email, or other communication channels in a professional and courteous manner
Provide clear explanations of services, benefits, and processes to members
Collect and verify member information, ensuring accuracy and completeness
Document all interactions and relevant details in the system according to company protocols
Identify member needs and direct them to appropriate resources or departments
Work closely with internal teams to ensure smooth transitions and resolution of member concerns
Escalate complex issues to supervisors or specialized teams as needed
Maintain compliance with company policies, procedures, and regulatory requirements
Continuously seek opportunities to improve the intake process and enhance member satisfaction
Maintain accurate records of member interactions, inquiries, and resolutions using company systems
Report on intake activities and member feedback for management review
Adhere to company policies, procedures, and regulatory requirements
Ensure all communications align with organizational values and standards of professionalism

Qualification

Customer service experienceMicrosoft 365 proficiencyCommunication skillsAttention to detailEmpathyMultitasking abilityHealthcareTeam-oriented mindsetAdaptabilityTime managementOrganizational skills

Required

High school diploma or equivalent required; associate or bachelor's degree preferred
2+ years of experience in customer service, client relations, or a similar role
Strong verbal and written communication skills
Proficiency in Microsoft 365 tools (e.g., Outlook, Teams, Excel, Word)
Ability to multitask and prioritize in a fast-paced environment
Exceptional attention to detail and organizational skills
Familiarity with insurance, healthcare, or membership-based industries is a plus
Detail-oriented and organized
Positive attitude and a commitment to delivering excellent service
Strong time management skills
Strong organizational skills
Adaptable and open to feedback for continuous improvement

Preferred

associate or bachelor's degree preferred
Familiarity with insurance, healthcare, or membership-based industries is a plus

Benefits

Participation in family medical and dental insurance programs
401K plan
PTO

Company

PERMA FAIR

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PERMA FAIR offers a healthcare and pharmacy plan that can improve the health of your business and the health of your employees, while saving you both money.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase