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Member Services Agent

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Customer Service
  • Problem Solving
  • Empathy
  • Microsoft Office
  • Communication
  • Multitasking
  • Collaboration

Roles & Responsibilities

  • High School Diploma, GED, or equivalent
  • Minimum of 3 years of customer service, member services, or related experience in a healthcare environment
  • Strong verbal and written communication skills including professional email etiquette
  • Proficiency with computer systems, Microsoft Office applications, and data entry

Requirements:

  • Answer and manage inbound member and patient calls with professionalism, empathy, and excellent customer service
  • Educate members regarding healthcare benefits, coverage, eligibility, referrals, authorizations, provider networks, claims, and member rights and responsibilities
  • Research, troubleshoot, and resolve member issues, escalating complex concerns when appropriate
  • Accurately document all member interactions, requests, updates, and resolutions in the managed care information system

Job description

Summary:

  • Duration: 22 week contract
  • Work Mode: Remote (Must have prior experience working remotely)
  • Shift: M-F 8-5 PST

Responsibilities:

  • Answer and manage inbound member and patient calls with professionalism, empathy, and excellent customer service.
  • Educate members regarding healthcare benefits, coverage, eligibility, referrals, authorizations, provider networks, claims, and member rights and responsibilities.
  • Research, troubleshoot, and resolve member issues, escalating complex concerns when appropriate.
  • Facilitate warm transfers and coordinate with internal departments to ensure seamless service.
  • Conduct follow-up communication and callbacks to ensure issue resolution and member satisfaction.
  • Serve as a liaison between members, patients, providers, and contracted health plans as needed.
  • Accurately document all member interactions, requests, updates, and resolutions in the managed care information system.
  • Maintain accurate records and process department-assigned requests in accordance with established protocols.
  • Utilize departmental resources, systems, and tools to support service delivery and productivity goals.
  • Adhere to call handling standards, customer service protocols, and approved communication scripts.
  • Maintain compliance with HIPAA, confidentiality requirements, and all applicable healthcare regulations.
  • Support departmental quality improvement initiatives and recommend process improvements when appropriate.
  • Monitor and contribute to achieving customer service, quality, and productivity metrics.

Requirements:

  • High School Diploma, GED, or equivalent.
  • Minimum of 3 years of customer service, member services, or related experience in a healthcare environment.
  • Strong verbal and written communication skills, including professional email etiquette, proper grammar, accurate documentation, clear formatting, and attention to detail.
  • Ability to handle sensitive situations with empathy, professionalism, and confidentiality.
  • Strong problem-solving, organizational, and multitasking skills.
  • Proficiency with computer systems, Microsoft Office applications, and data entry.
  • Ability to work effectively in a fast-paced environment with high call volumes, interruptions, and changing priorities.
  • Ability to collaborate as part of a team and provide cross-coverage as needed.
  • Ability to work standard business hours (8:00 AM – 5:00 PM PST) and occasional overtime when required.

Preferred Skills:

  • Experience with EPIC Tapestry, CRM systems, or similar healthcare technology platforms.
  • Experience working in managed care, health plans, or healthcare customer service environments.

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