Insurance CSR I: Enrollment & Support Specialist

Word & Brown Companies

Orange (CA)

On-site

USD 42,000 - 54,000

Full time

9 days ago
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Job summary

Word & Brown Companies is seeking a Customer Service Rep I to handle high-volume calls and emails, educate clients on ChoiceBuilder plan administration, and resolve enrollment and billing questions for groups, members, brokers and agencies.

You will document interactions, comply with HIPAA guidelines, and meet performance targets. California Life & Health license is required or must be obtained within six months; bilingual Spanish is a plus.

Qualifications

  • CA Life & Health license required; if not held, must obtain within six months of hire.
  • Excellent verbal and written communication skills, especially under pressure.
  • Two years of customer service experience preferred.
  • English proficiency is essential; Spanish language skills are a plus.

Responsibilities

  • Handle calls and emails from groups, members, brokers and agencies to educate and resolve questions on ChoiceBuilder plans.
  • Document calls in the call tracking system with accuracy and completeness.
  • Assist with enrollment verification, billing inquiries and eligibility checks with carriers.
  • Collaborate with brokers, general agents and sales reps to address group issues and provide timely updates.
  • Meet department standards for quality/quantity and daily call volume; HIPAA and PHI guidelines must be followed.
  • Maintain on-site or remote attendance as required and perform additional tasks as assigned.

Skills

Verbal communication
Written communication
Customer service
Problem solving
Time management
Typing 55 WPM
Spanish language (plus)

Education

High school diploma or equivalent

Tools

Microsoft Word
Microsoft Excel
Outlook

Job description

Word & Brown Companies is seeking a Customer Service Rep I to handle high-volume calls and emails, educate clients on ChoiceBuilder plan administration, and resolve enrollment and billing questions for groups, members, brokers and agencies.

You will document interactions, comply with HIPAA guidelines, and meet performance targets. California Life & Health license is required or must be obtained within six months; bilingual Spanish is a plus.

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