Intake Coordinator

Job Summary

To support a leading client in the benefits administration space, the temporary, remote Intake Coordinator will deliver exceptional customer service by managing incoming calls and emails regarding employee benefits, setting up new cases, and maintaining documentation.

Key responsibilities:

• Handle incoming calls and emails related to employee benefits while providing exceptional customer service
• Complete intake forms to set up new cases and route them to Benefit Advocates
• Maintain thorough documentation of communications and manage filing in compliance with privacy and HIPAA guidelines

Required qualifications:

• Bilingual fluency in English and Spanish (verbal and written) required
• Minimum 1 year of customer service experience, ideally in employee benefits or a related field
• Proficiency in Microsoft Office and ability to quickly learn new systems
• Understanding of employee benefits and related compliance concepts preferred
• Associate degree preferred