Beneficiary Service Rep

Job Description

Job Description

A Beneficiary Service Representative assists beneficiaries by providing information, resolving issues, and managing their accounts for specific programs like healthcare, financial services, or military benefits. Key duties include answering inquiries, processing enrollments or claims, and educating beneficiaries on their benefits, often requiring strong customer service and communication skills. The role involves acting as a liaison between the beneficiary and the organization, handling administrative tasks, and escalating complex cases when necessary.

Core responsibilities

• Customer support:
  Serve as the main point of contact for beneficiaries, answering questions via phone, email, or in person.
• Benefit education:
  Explain program benefits, eligibility, and options to beneficiaries.
• Enrollment and claims processing:
  Process enrollments, disenrollments, and claims, or assist with status updates.
• Account management:
  Help with account setup, access, and management, which may include financial transactions or managing debit cards in some roles.
• Issue resolution:
  Troubleshoot problems and resolve issues related to coverage, billing, or account access.
• Liaison:
  Act as a bridge between beneficiaries and healthcare providers or other departments.
• Documentation:
  Accurately record and document all interactions and activities in the relevant systems.
• Presentations:
  Conduct informational sessions or presentations for groups of beneficiaries, for example, during military in/out-processing.

Required skills and qualifications

• Strong communication, interpersonal, and customer service skills.
• Excellent organizational and time management abilities.
• Attention to detail and ability to manage multiple tasks.
• Proficiency with relevant software, such as Microsoft Office.
• Ability to work independently and follow established procedures.
• Knowledge of specific program policies (e.g., Tricare, financial regulations) is often required.
• Empathy, patience, and professionalism are critical, especially in roles involving financial or healthcare matters.

National Associates, Inc. (NAI) is a full-service Staffing and Human Resources Management firm. We represent clients and candidates across various industries and geographic locations. With over 20+ years experience, we recruit and hire hundreds of candidates who enjoy working in a wide range of administrative, technical and professional positions. NAI is dedicated to helping clients to have a high-quality workforce.

Company Description

National Associates, Inc. (NAI) is a full-service Staffing and Human Resources Management firm. We represent clients and candidates across various industries and geographic locations. With over 20+ years experience, we recruit and hire hundreds of candidates who enjoy working in a wide range of administrative, technical and professional positions. NAI is dedicated to helping clients to have a high-quality workforce.