Processing Assistant

POSITION PURPOSE: 

Ensure the registration and management changes to policyholders' policies according to the  terms in which they will be issued following the internal established parameters. 

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: 

• Receive, enter, and send to the medical department applications for new businesses or changes within a maximum period of 24 hours. 
• Follow up on pending information cases 
• Accept changes to existing policies that do not require medical evaluation. (Discounts, change in payment frequency, change of option/plan)  
• Manage policy changes 
• Transfers, changes in new business generated, re-evaluations, policy consolidation, plan changes, deductibles, and inclusion of dependents 
• Maintain the TAT and improve response times to agencies. Close cases before the application deadline.  

DESIRED MINIMUM QUALIFICATIONS:

• Analytical person, with experience in customer service, goal-oriented and focused on order and quality. Team player. 
• Knowledge of the health insurance principles and guidelines 
• Highly organized and structured 
• Excellent follow up skills 
• Strong analytical skills and detailed oriented 
• Able to work independently 
• Excellent time management skills and ability to prioritize 
• Effective communication skills 
• Strong commitment to service and quality 
• Bilingual (must be fluent in English and Spanish) - speak, read and write 

EDUCATION AND EXPERIENCE: 

• Administrative or Business-related degree preferred 
• Two years of previous experience in insurance companies (desirable)