Customer Service Associate
New
E
Enroll365Health Insurance
Remote; May be occasional Hybrid in Salt Lake City, UT areaFull-TimeEntry
Salary not disclosed
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Job Details
- Required Skills
- SalesforceMicrosoft ExcelCustomer serviceCRM
Requirements
- Strong customer service and communication skills, including the ability to communicate clearly by phone, email, and text.
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
- Comfortable working with technology, learning new systems, and navigating carrier portals, CRM tools, and enrollment platforms.
- Comfort working in systems-heavy environments and using shared trackers, CRM tools, or case-management platforms.
- Strong written and verbal communication skills.
- Ability to analyze information, solve problems independently, follow up consistently, and escalate when appropriate.
- Proficiency with Microsoft Office, particularly Outlook and Excel.
- Experience in health insurance, employee benefits, ACA, ICHRA, or individual health insurance (preferred).
- Salesforce experience (preferred).
- Health insurance licensing (plus).
Responsibilities
- Support enrollment and client service teams with administrative, member service, and operational tasks.
- Assist with binder payment processing, premium payment follow-up, and autopay setup and verification.
- Investigate and help resolve payment, billing, enrollment, and coverage issues.
- Gather, review, organize, and submit required SEP, enrollment, and policy maintenance documentation.
- Contact members, employees, HR teams, carriers, and third-party administrators to obtain missing information and move open items forward.
- Update and maintain accurate records, case notes, account activity, and documentation in Salesforce and other operational systems.
- Track open cases, outstanding documentation, payment issues, autopay status, and carrier follow-ups through completion.
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