Triage Specialist
New
F
FEDlogicBenefits navigation
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary50,000 - 60,000 USD per year
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Job Details
- Languages
- Bilingual (Spanish) skills are helpful.
- Experience
- Minimum 3 years of customer service, healthcare navigation, benefits administration, or case management experience.
- Required Skills
- SalesforceTableauDocumentationAnalytical SkillsCustomer serviceGoogle Workspace
Requirements
- Have a minimum of 3 years of experience in customer service, healthcare navigation, benefits administration, or case management.
- Demonstrate strong analytical and documentation skills and attention to detail.
- Have experience working in a fast-paced, service-oriented environment.
- Be proficient with CRM systems, including Salesforce and Tableau.
- Be proficient with workforce management tools, Google Workplace, and Slack; have minimal usage of Microsoft Office Suite.
- Be able to handle confidential sensitive medical information.
- Be able to perform prolonged sitting and computer work.
- Bachelor's degree in business, health administration, or a related field is preferred, or an equivalent combination of education and experience.
- Benefits and insurance industry experience is preferred.
- Bilingual Spanish skills are helpful.
- Travel up to 10% per year for client meetings and company engagements.
Responsibilities
- Review incoming cases, questionnaires, documents, and referrals for completeness and clarity.
- Identify immediate risks, urgent deadlines, and time-sensitive situations.
- Determine appropriate benefit pathways across federal and state programs.
- Assign cases to Expert team members based on program type, complexity, urgency, and workload.
- Apply appropriate case status codes in Salesforce CRM systems.
- Escalate high-risk or complex cases to leadership or specialized CWC units.
- Coordinate questions and case handoffs among Triage, Experts, QA, and CWC teams.
- Verify consent forms and required disclosures are read and documented, and maintain accurate notes and summaries.
- Follow documentation standards, regulatory requirements, and data security and confidentiality protocols.
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