Benefits Broker Onboarding Advocate

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Drives consultative outreach to keep customer onboarding on track via phone, email, and other channels.
• 2
  Provides exceptional consultative customer service and educates customers to ensure a smooth integration.
• 3
  Reviews customer data against carrier eligibility standards to proactively mitigate errors and ensure quality and compliance.
• 4
  Owns the entire onboarding journey, including confirming eligibility, gathering required information, building policies, and managing enrollments.
• 5
  Works with internal and external partners to ensure a smooth and accurate integration of customers' benefits.

RequirementsAI-extracted

• Typically: 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, or a fast-paced startup environment.
• Professional experience in a role where anticipating customers' needs and delivering a great customer experience is central.
• Curiosity about technology and excitement to learn and use AI tools and automation.
• Data-driven mindset with proven success in metrics-based roles where data accuracy and hitting KPIs are central to customer success.
• Strong background in account management with experience managing professional interactions with external company partners and customers.

Perks & BenefitsAI-extracted