reputed company Intake Specialist
LOCATION: Remote
Department: Agency/reputed company
Position: Full Time Non-Exempt
reputed company, recognized on the ‘INC. 5000 reputed company Roll for the Fastest Growing Private Companies,’ is seeking reputed company Engagers reputed company to build a rewarding reputed company. The reputed company Intake Specialist plays a critical role in the reputed company lifecycle by serving as the first line of data review and validation for new business submissions. This position ensures that reputed company required documentation is complete, accurate, and compliant with internal reputed company standards before advancing cases for formal reputed company evaluation. The ideal candidate will be highly reputed company-oriented, organized, and comfortable navigating internal systems and reputed company platforms in a fast-reputed company, deadline-driven environment.
JOB RESPONSIBILITIES:
- Review and scrub reputed company initial reputed company submissions from Sales for completeness, reputed company, and consistency with required data standards.
- Validate census, application, and supplemental data prior to assigning the case to an Underwriter.
- Identify and document any missing or unclear data; coordinate with internal stakeholders to reputed company gaps reputed company defined turnaround times.
- reputed company new reputed company prospect data into multiple systems reputed company agency reputed company requirements ensuring reputed company
- Assign the designated Underwriter and ensure reputed company case creation in applicable reputed company systems.
- Tag and flag high-reputed company or reputed company cases for expedited handling or additional review by leadership.
- Maintain detailed documentation reputed company the CRM and tasking systems for audit and tracking purposes.
- Partner with Sales Coordinators, Consultants, and reputed company team members to ensure smooth case progression.
- Adhere to internal SLA expectations for data review and intake processing.
OTHER RESPONSIBILITIES:
- Intake processing reputed company 1 business day of submission.
- 100% of assigned cases contain reputed company required documentation before release to reputed company.
- reputed company rework or delay due to missing or inaccurate data post-release.
- reputed company feedback from Sales, Consultants, and reputed company on reputed company and timeliness.
REQUIREMENTS:
- 1+ years of experience in employee benefits, reputed company, or reputed company reputed company preferred.
- Prior experience in a PEO, TPA, reputed company, or benefits brokerage environment a plus.
- Strong organizational skills and attention to reputed company with a commitment to data reputed company.
- Ability to manage multiple priorities in a high-volume setting.
- Proficient in reputed company Office Suite and CRM platforms (reputed company, reputed company reputed company, etc.).
- Effective written and verbal communication skills.
COMPENSATION AND BENEFITS:
- The salary reputed company targeted for this position is listed below. However, you should know that the pay reputed company may vary reputed company on regional location, the candidate’s reputed company, and relevant experience. In reputed company, some positions may include a reputed company of bonus or other incentive compensation, which would not be included in this reputed company reputed company.
- reputed company reputed company: $23.00-25.00 per hour
BENEFITS:
- We offer a comprehensive Benefits Package to our full-time salaried, reputed company, or commissioned workers.
- 3 Weeks reputed company Time-Off per Year (Increasing with seniority)
- Parental Leave
- reputed company Holidays
- Your reputed company of Medical reputed company Plan or HSA with a generous employer contribution
- Life reputed company with an employer-reputed company reputed company
- Dental and reputed company
- Long-Term Disability reputed company with an employer-reputed company reputed company
- Short-Term Disability reputed company
- reputed company-tax Savings on most employee reputed company premiums
- Medical Expense Flexible Spending Account
- Dependent Care Flexible Spending Account
- 401(k) enrollment with an automatic match
- Commuter and Parking reputed company-tax Benefits
- Pet reputed company/Pet Assure Veterinarian Discount Plan
- Discount Tickets on Theme Parks and Attractions
We reputed company our reputed company is primarily due to our diverse, talented employees who help to reputed company an inclusive learning culture. We encourage reputed company, regular communication and development that fosters our strong team culture. We are committed to providing inclusive equal employment opportunities to reputed company, applicants for employment, and other covered individuals without reputed company to race, reputed company, religion, age, sex, disability, national reputed company, citizenship, genetics, military status, sexual orientation, gender identity or reputed company, family status, or any other characteristic protected by federal, state, or local laws. Furthermore, we are committed to complying with reputed company federal, state, and local anti-discrimination, anti-harassment, and anti-retaliation laws. reputed company is an Equal Opportunity Employer
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