Customer Engagement Representative

2 weeks ago


San Jose, California, United States Visionaire Partners Full time
Position Overview:
Join a premier organization offering exceptional benefits, including a pension plan, as a Member Services Representative.

KEY RESPONSIBILITIES:


Act as the primary liaison for our members, unions, employers, providers, and vendors regarding benefits, claims, and eligibility inquiries.
Willingness to travel (Yosemite and Monterey) up to 25% is required.
Handle and document walk-in and phone inquiries related to plan benefits, claims, and eligibility.
Represent our organization at on-site enrollment events and benefit presentations as necessary.
Conduct telephonic enrollment and in-person outreach as required.
Encourage member participation in health improvement programs.
Identify and report issues to management, including trends and anomalies.
Investigate benefit, eligibility, and claim concerns and initiate corrective actions with relevant departments.

Maintain current knowledge of all systems and resources related to plan benefits, processes, and policies that impact daily operations.

Assist with special projects as directed by management.
This is a direct-hire opportunity.

Typically, you will work 1 to 3 days in the office, with additional travel to other locations every two weeks.

Travel will be approximately 25% with some overnight stays (travel expenses reimbursed).

Flexibility is essential to cover for other representatives during their absence or to accommodate customer needs.

The organization boasts a remarkable culture and offers benefits such as a 401(k), an excellent pension plan, tuition assistance, and an Employee Assistance Program (EAP).


QUALIFICATIONS:


1+ years of experience in delivering exceptional customer service (preferably in healthcare, insurance, union, or community engagement sectors).

Bilingual proficiency in English and Spanish is required.

Willingness to travel to Yosemite and Monterey up to 25% (mileage or public transport reimbursed, but not car service).

Experience in a call center environment is advantageous.
Strong communication skills are essential.
Demonstrated job stability is preferred.

PREFERRED QUALIFICATIONS:
Familiarity with enrollment requirements and processes.
Understanding of complex claims processes and self-pay procedures, including payment, vacation hours, and leave of absence applications.
Must be authorized to work in the US; sponsorships are not available.

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