Job Description

Job Summary

The Intake Specialist is a critical member of the operations and implementation teams, focused on supporting internal stakeholders across various business functions. This role will handle a range of administrative and coordination tasks including benefits data processing, internal reporting, onboarding support, and carrier a critical member of the operations and implementation teams, focused on supporting internal stakeholders across various business functions. This role will handle a range of administrative and coordination tasks including benefits data processing, internal reporting, onboarding support, and carrier communication.

Job Description


• Work directly with insurance carriers to ensure participants are enrolled in the appropriate plans.


• Generate and maintain reports for new benefit elections, payments, and terminations to ensure data accuracy and compliance.


• Support the Sales and Implementation teams with dem...

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