Manage the intake, submission, and confirmation of group health insurance selections for both employees and employers, ensuring all carrier documentation is accurate and complete.
Master carrier-specific portals and requirements to efficiently process orders and navigate approval workflows.
Review customer data against carrier eligibility standards to proactively mitigate errors and ensure high-quality plan adherence.
Partner with teams across the org — including Licensed Benefits Advisors and Benefits Care — to deliver benefits in full and on time, year-round.
Act as the primary point of contact for follow-up requests from carriers, resolving information gaps or plan changes with urgency.
Identify and escalate opportunities for workflow enhancements, using your expertise to increase team efficiency and accuracy.
Provide clear, professional guidance on healthcare enrollment to customers and internal partners via written and verbal channels.

6 months to 2 years of professional work experience, ideally within healthcare, health insurance brokerage, or a fast-paced startup environment.
Proficient in Google Workspace, Microsoft Office, Adobe, and Salesforce; as an AI-native company, you will be expected to lean into and master emerging AI tools to drive efficiency.
Proven success in metrics-based roles where data accuracy and hitting KPIs are central to customer success.
Strong background in high-volume data entry and processing administrative tasks under tight deadlines and seasonal peaks.
Excellent cross-team communication skills with experience managing professional interactions with external company partners.
A skilled problem-solver who is comfortable navigating ambiguity and can pivot quickly in a dynamic operational setting.
Highly self-motivated and capable of working both autonomously and collaboratively to meet individual and team goals.

Member Benefits Specialist

Key skills