Make authorized calls to insurance customer service
Assist clients by making approved calls to insurance providers to help with questions, account information, coverage details, claims, or follow-ups while acting according to the client’s direction and authorization.
Help clients understand where to find plan information
Guide clients in locating and reviewing their insurance or service plan details, including benefits, coverage information, and important documents, so they can better understand their available resources.
Assist with Medicaid, SNAP, Medicare savings program, or other paperwork using client-provided information
Provide administrative support to help clients complete, organize, and submit benefit0related paperwork. Guiding clients through the process while allowing the client to make all decisions and provide authorization
Help order eligible over-the-counter benefits
Assist clients with accessing and ordering approved over the counter (OTC) health and wellness items through their benefit programs.
Track application deadlines and requested documents
Help clients stay organized by keeping track of important application deadlines, required paperwork, and requested documents. Assist with creating reminders, organizing information, and helping clients prepare materials needed for timely submissions.