Eligibility Specialist

Provides administrative and customer service support to agents, applicants, and members regarding eligibility and enrollment for individual products. Processes applications and change requests that do not require medical underwriting and coordinates with Underwriting on applications requiring review.

Eligibility & Enrollment Specialist


Job Summary

Provides administrative and customer service support to agents, applicants, and members regarding eligibility and enrollment for individual products. Processes applications and change requests that do not require medical underwriting and coordinates with Underwriting on applications requiring review. This is a customer-facing role.

Responsibilities

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  Process assigned applications and enrollment change requests.
  
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  Support agents, applicants, and members with eligibility and enrollment inquiries.
  
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  Coordinate with Underwriting on applications requiring medical review.
  
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  Conduct pre-underwriting research and develop application information for review.
  
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  Deliver professional customer service through clear and courteous communication.
  

Requirements

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  High school diploma or equivalent.
  
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  At least two years of experience in a specialized customer service environment.
  
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  Alternatively, at least 48 college credit hours and one year of experience in a specialized customer service environment.
  
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  Successful completion of a customer service proficiency assessment.
  
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  Proficiency with Microsoft Word and Excel.
  
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  Ability to work independently.
  

Skill

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  Customer service and telephone etiquette
  
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  Active listening
  
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  Keyboarding
  
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  Teamwork and interpersonal communication
  
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  Organization and attention to detail
  
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  Problem-solving and decision-making
  
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  Oral and written communication
  
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  Confidentiality and dependability
  
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  Mentoring and coaching
  
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  Self-motivation
  

Summary Qualification

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  Customer-focused professional with experience supporting eligibility, enrollment, or specialized service processes.
  
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  Strong ability to manage applications, change requests, and detailed records accurately.
  
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  Effective communicator who can collaborate with applicants, members, agents, and internal teams.
  
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  Highly organized, dependable, and capable of working independently.
  

 

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.