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WelbeHealth Customer Service Rep (Remote) in Helena, Montana

At WelbeHealth, we make the impossible, possible for underserved seniors. We do this through utilizing and developing cutting-edge healthcare and well-being service products especially for seniors and their families. Now is your chance to join our talented team that delivers unparalleled creative healthcare, insurance, social support and more to seniors. We create senior well-being through our courage to love, pioneering spirit and shared intention. These values permeate everything we do. At WelbeHealth, you’ll help inspire that magic by enabling our teams to push the limits of healthcare and well-being experiences and create the never-before-seen!

The Welbe Advocate will provide outstanding customer service to all stakeholders (participants, families, partners, and team members) and will be responsible for proper documentation and maintaining current and accurate records of all the scheduled appointments.

What you'll do:

  • Answer incoming phone calls, emails, contacts as requests coming into the Hub. Appropriately screen, transfer, resolve and dispose of calls expeditiously which adhering to all process and documentation standards.

  • Review, process, schedule and authorize orders according to department protocols.

  • Ensure that appropriate and timely documentation of all updates, encounters and communication is documented in source systems as outlined by department protocols.

  • Effectively coordinate the scheduling of participants appointments, including trouble-shooting conflicts or urgent needs, communicating with all stakeholders (staff, family, providers etc.) and meeting appointment turn-around times as outlined in WelbeHealth Appointment Scheduling Protocol.

  • Respond to questions and inquiries regarding authorization status and requirements.

  • Provide eligibility status and benefit information for participants.

  • Collect/Update and Verify Participant and Provider information as required.

  • Address both participant and provider inquiries and if unable to resolve, escalate as appropriate.

  • Conduct appointment confirmations and appointment reminders as outlined by department protocols, updating appointments as appropriate.

  • Maintain current and accurate records of all scheduled appointments –scheduled times, outcomes (e.g., appointment occurred or not, reasons for rescheduling).

  • Trouble-shoot and resolve basic issues; escalate to manager when appropriate.

Perks:

  • Competitive base salary

  • Quarterly bonuses

  • Equity Participation Grant

  • 401 (K) + 3% Match

  • Medical, dental, and vision, life and Long-term disability insurance

  • Holidays, 10 sick days per year, 17 days paid time off per year

Qualifications and Requirements:

  • Flexibility to work any day during the week Required (Mon - Sun availability)

  • High School Diploma or Equivalency required

  • Minimum of 2 years experience working in a call center environment Required

  • Excellent and accurate data entry skills and experience in multiple software platforms

  • Problem solving and persistence in the face of challenges

  • Excellent organizational and communication skills

  • Ability to work independently with minimal supervision

  • Demonstrated ability to prioritize in a fast-paced environment

  • Bilingual English/Spanish preferred

COVID-19 Vaccination Policy

At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all of our employees and proof of vaccination prior to employment is required.

Our Commitment to Diversity, Equity and Inclusion

At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.

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