Job Description
You are a professional with the ability to multi-task and meet tight deadlines. You thrive in a fast-paced, team environment and will provide excellent customer service via email, fax, and phone. You will have the desire to develop and in-depth understanding of the assistance workflow and will work well with the other departments to resolve issues and troubleshoot.
The Intake Specialist will be the first point of contact for members requiring both medical and non-medical assistance. You will be the first point of contact before having the case assigned to a Case Coordinator. The Intake Specialist duties includes but is not limited to helping members find health care providers, book appointments, and make travel arrangements. You will be responsible for communicating the available benefits to members, clients, and service providers.
Responsibilities
Answer all initial calls, emails, faxes, and correspondence
Provide assistance services to travelling members such as taxi, ambulance, hotel, and medical bookings etc.
Communicate with service providers around the world (request documentation, reports, invoices, etc.)
Update clients on progress of assistance provided to their members.
Assist members with their return home, when necessary.
Coordinate with various service providers.
Communicate relevant information to all key stakeholders in a timely manner (clients, medical facilities, patients, families, etc.) and triage cases as per departmental policy to achieve best solutions.
Use the case management database to accurately input all case details, actions taken, and next steps.
Act as the link between policyholders and family members and medical and service providers and the insurance company.
Review and interpret benefits plans.
Confirm insurance coverage details to service providers and members.
Qualifications and Education Requirements
Bachelor’s degree, diploma, in Business, Administration, Health Sciences, or a related field.
Minimum 2 years of customer service experience
Fluency in French is required
Intermediate level experience in Microsoft Word and Excel skills
Excellent verbal and written communication skills in English
Superior time management skills
Ability to work independently
Analytical and decision-making skills
Ability to communicate diplomatically
Ability to work in a fast-paced and dynamic environment
Preferred Skills
Other languages: Spanish or Portuguese, Mandarin
Understanding of medical terminology or medical terminology course would be an asset
Travel, snowbird, and TPA experience
The Intake Specialist will be the first point of contact for members requiring both medical and non-medical assistance. You will be the first point of contact before having the case assigned to a Case Coordinator. The Intake Specialist duties includes but is not limited to helping members find health care providers, book appointments, and make travel arrangements. You will be responsible for communicating the available benefits to members, clients, and service providers.
Responsibilities
Answer all initial calls, emails, faxes, and correspondence
Provide assistance services to travelling members such as taxi, ambulance, hotel, and medical bookings etc.
Communicate with service providers around the world (request documentation, reports, invoices, etc.)
Update clients on progress of assistance provided to their members.
Assist members with their return home, when necessary.
Coordinate with various service providers.
Communicate relevant information to all key stakeholders in a timely manner (clients, medical facilities, patients, families, etc.) and triage cases as per departmental policy to achieve best solutions.
Use the case management database to accurately input all case details, actions taken, and next steps.
Act as the link between policyholders and family members and medical and service providers and the insurance company.
Review and interpret benefits plans.
Confirm insurance coverage details to service providers and members.
Qualifications and Education Requirements
Bachelor’s degree, diploma, in Business, Administration, Health Sciences, or a related field.
Minimum 2 years of customer service experience
Fluency in French is required
Intermediate level experience in Microsoft Word and Excel skills
Excellent verbal and written communication skills in English
Superior time management skills
Ability to work independently
Analytical and decision-making skills
Ability to communicate diplomatically
Ability to work in a fast-paced and dynamic environment
Preferred Skills
Other languages: Spanish or Portuguese, Mandarin
Understanding of medical terminology or medical terminology course would be an asset
Travel, snowbird, and TPA experience
💡 Quick Summary
Seeking a career-building opportunity? The Bilingual Intake Specialist position is now open for candidates interested in the Insurance sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.