Health Insurance Customer Service Representative (Bilingual in Chinese)

• Assist clients with health insurance inquiries, including plan details, benefits, and policy changes.
• Provide guidance on group health insurance policies, including employee enrollments, renewals, and coverage updates.
• Address billing questions, claims issues, and ID card requests, ensuring prompt resolution.
• Follow up with clients and carriers to ensure timely policy approvals and documentation updates.
• Educate clients on open enrollment (OE) processes, renewal options, and policy compliance.

• Maintain accurate client records, update CRM systems, and ensure proper documentation of service requests.
• Process policy changes, enrollments, terminations, and premium adjustments accurately.
• Prioritize and manage multiple tasks to ensure efficient workflow and timely customer responses.
• Assist with routine communications, emails, and service requests in a timely manner.

• Work closely with internal teams, agents, and carriers to resolve client issues efficiently.
• Attend training sessions and carrier webinars to stay updated on health insurance products and industry changes.
• Adapt quickly to new procedures, software, and insurance regulations to enhance job performance.
• Support cross-departmental projects and initiatives to improve overall customer experience.

• Perform other tasks as assigned to support departmental and organizational goals.

• Preferred experience in group health insurance, benefits administration, or customer service.
• Strong communication and interpersonal skills to effectively assist clients.
• Ability to prioritize tasks, manage time efficiently, and handle multiple responsibilities.
• Detail-oriented with excellent organizational skills.
• Fast learner with the ability to adapt to new processes and insurance guidelines.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM systems is a plus.
• Bilingual in Mandarin.
• High school diploma or equivalent required; bachelor's degree preferred.

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
• Impactful Work: Help individuals and families achieve financial security and generational wealth.

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• H-1B sponsorship available.

TransGlobal