About the role
Job Title Assist with responding to client inquiries via phone, email, or CRM systems in a timely and professional manner. Help guide clients through enrollment-related processes and documentation requirements. Ensure accurate collection and entry of client information.
Support follow-up communications to ensure client satisfaction and completion of enrollment steps. Escalate complex issues to appropriate team members. Agent Support.
Provide administrative and operational support to agents during AEP. Assist agents with application status updates, submission requirements, and system navigation. Help resolve basic agent questions related to processes, platforms, and timelines.
Maintain clear communication with agents regarding missing information or next steps. Operational Support. Enter and verify data in internal systems with a high level of accuracy.
Assist with tracking and reporting enrollment activity and progress. Organize and manage digital files and documentation. Support process improvements by identifying inefficiencies or common issues.
Qualifications Currently enrolled in a college/university program or recent graduate. Strong communication and interpersonal skills. Detail-oriented with strong organizational abilities.
Ability to manage multiple tasks in a fast-paced, deadline-driven environment. Comfortable using Microsoft Office (Excel, Outlook, Teams) and learning new systems quickly. Customer service or administrative experience preferred.
Core Competencies Customer-focused mindset. Professionalism and reliability. Strong problem-solving skills.
Team collaboration. Adaptability and willingness to learn. What You'll Gain Real-world experience in client services, operations, and insurance/benefits support.
Exposure to high-volume seasonal operations during AEP. Opportunity to develop communication, technical, and problem-solving skills. Mentorship and networking opportunities within the organization.
Work Environment Fast-paced, high-energy environment during peak enrollment season. May require extended hours or schedule flexibility during AEP.