Membership Support Associate

About the role

Planstin is seeking Membership Support Associate who enjoys helping individuals and families understand and navigate their healthcare options, including alternative healthcare solutions. This role requires a compassionate, detail-oriented individual with strong problem-solving skills and a proactive approach to member support.

You'll be the primary point of contact for our members, educating them on their benefits, resolving issues, and ensuring a smooth experience. Our ideal candidate is curious, adaptable, and committed to providing exceptional service.

What you'll do

• Share healthcare options with potential members and affiliates, guiding them toward the best solutions.
• Educate members on their healthcare benefits, plan options, policies, and procedures with clarity and kindness.
• Respond to member questions about their plans, access, sharing requests, reimbursements, and payment options, providing relevant education or reference materials via email.
• Resolve member issues by identifying the root cause, filling knowledge gaps, or escalating complex problems for further assistance.
• Process enrollments, membership changes, and cancellations accurately and efficiently.
• Maintain detailed and accurate records of all member interactions in our CRM system.
• Perform administrative tasks as needed to support smooth operations.
• Stay up to date with all changes in memberships and policies to provide accurate information.

Qualifications

• Enjoy educating and helping individuals and families find healthcare solutions.
• Are able to handle sensitive situations with compassion, discretion, and sensitivity.
• Are curious and engaged in finding solutions and understanding member needs.
• Possess demonstrable critical thinking skills and enjoy problem-solving.
• Are detail-oriented, comfortable multitasking, and able to prioritize effectively.
• Take initiative and are comfortable adapting to change.
• Can identify problems and are prepared to bring solutions, initiatives, or improvements.
• Understand and can adhere to HIPAA privacy rules.
• Have a basic understanding of health insurance and common pain points in traditional healthcare models.
• Are member-focused and committed to providing excellent service.
• Are teachable and open to new information and processes.
• Have clear, concise, and kind verbal and written communication skills.
• Can quickly become well-acquainted with member guidelines, benefits, and implementation.
• Are familiar with Microsoft Office; CRM experience is a plus.

Planstin's Employee Benefits: 

• Your competitive base salary is a key component of our total compensation package that also includes opportunity to earn quarterly bonuses or monthly commission.
• 12 paid holidays plus 3 weeks of paid time off to balance work and life. 
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being. 
• Discounted membership to Zion HealthShare.
• Free membership for you and your dependents to Primestin Care.
• Invest in your future with a 401k plan backed by a solid 4% match from us. 
• Free snacks and regular lunches available onsite. 
• Take your career to new heights with our dedicated training programs and a team environment that’s all about support and growth. 
• Build strong connections with colleagues at our frequent, fun team-building events.