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Client Intake Coordinator

2 months ago


Salt Lake, Utah, United States Sacred Heart University Full time

Location :
In-Office – Salt Lake City, UT (Home Office)

Hours:
Full-Time 40 hours Monday – Friday or Part Time if you are a student. Some Saturdays during peak season. Flexible schedules available for college students.

Position Overview:

This is a temporary role with the potential to transition into a regular full-time position as a Licensed Apprentice Advocate in the future.

Key Responsibilities:
As a Client Intake Coordinator, you will handle incoming calls to assess the eligibility and interest of clients seeking Medicare Plans. After qualifying the calls, you will facilitate a warm transfer to a licensed agent.

You will also receive warm transfer calls from licensed agents to execute an enrollment script and confirm the client's demographic information.

The enrollment process may require 20-30 minutes to read the necessary script and input the data for enrollment.

Additionally, you may conduct calls to complete a Health Risk Assessment survey with newly enrolled clients.

This will involve a brief scripted conversation to address basic health-related inquiries, which will be submitted to the Health Plan.

Qualifications:
- High school diploma or equivalent combination of education and experience.
- Strong listening and communication skills.
- Intermediate computer proficiency and the ability to efficiently input information from callers into designated internal systems, such as collecting contact details and responses to intake questions.
- Must successfully pass a pre-employment background check.
- Flexible scheduling is available for the right candidate.
- Opportunity for regular full-time employment based on individual performance.
- Paid training from the first day.
Equal Opportunity Employment:

Sacred Heart University is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Sacred Heart University adheres to all applicable laws and regulations in spirit and letter.

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