Member Benefits Advocate | Onboarding & Support Pro

IMA Financial Group, Inc.; United States; Sur place; USD 70 000 - 85 000; Plein temps

Avantages offerts par ce poste

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

Family Assistance Program

401(k)

Résumé du poste

IMA Financial Group, Inc. is seeking an experienced Client Services professional in the United States to support member inquiries and discuss questions with client representatives about employee benefits and insurance plans.

You will resolve issues, document conversations, and collaborate with the service team to ensure high-quality outcomes. You will conduct research, run reports, and participate in onboarding calls while maintaining strong communication and organizational standards in a

Qualifications

• High school diploma or equivalent.
• 3 to 5 years of experience in a service or call center.
• Working knowledge of employee benefits and insurance industry.
• Ability to read, analyze, and interpret insurance contracts and plan documents.
• Consistent track record of delivering excellent customer service.
• Excellent organizational skills.
• Demonstrated ability to learn and efficiently utilize software systems.
• Tact and ability to manage difficult situations.
• Professional written and oral communication.
• Preferred: Current life and health license
• Preferred: Customer service experience in an insurance setting
• Preferred: Bachelor’s degree

Responsabilités

• Answer incoming calls from, perform outreach to, and build rapport with client representatives and individual members to discuss questions and issues.
• Conduct research and use problem solving techniques to identify issues, root causes, and possible solutions with providers, insurance carriers, and plan administrators.
• Log and document member conversations, follow-ups, and resolutions.
• Collaborate with service team members to ensure best outcomes and consistent communication.
• Escalate issues when appropriate to ensure resolution is achieved.
• Run reports and analyze data to track utilization and identify improvement opportunities.
• Lead client onboarding calls to introduce service capabilities and set expectations for coverage.
• Assist manager with reviewing service standards and metrics to improve advocacy program.

Connaissances

Customer service

Communication skills

Problem solving

Formation

High school diploma

Bachelor’s degree

Description du poste

IMA Financial Group, Inc. is seeking an experienced Client Services professional in the United States to support member inquiries and discuss questions with client representatives about employee benefits and insurance plans.

You will resolve issues, document conversations, and collaborate with the service team to ensure high-quality outcomes. You will conduct research, run reports, and participate in onboarding calls while maintaining strong communication and organizational standards in a