Universal Business Team (UBT) is a dynamic, fast-paced global consulting organization dedicated to empowering family-owned businesses worldwide. With a presence in multiple countries, we provide our clients with an unparalleled range of business advisory services, coaching, consulting, and training programs designed to drive growth and success. Our mission is to deliver innovative solutions that enable businesses and families to thrive.
The Opportunity:
Are you passionate about delivering exceptional service and ready to bring your health insurance expertise to a dynamic team? We're looking for a Customer Support Specialist with 2-5 years of experience in health insurance policy management, including quoting, onboarding, servicing, and renewals. In this role, you'll support our valued UBT Protect customers, ensuring they receive comprehensive, high-quality assistance every step of the way.
What We're Looking For:
Experience: 2-5 years in customer support within health insurance, including hands-on experience with quoting, onboarding, servicing, and renewals.
Skillset: Strong attention to detail, proactive problem-solving, and a customer-focused mindset.
Growth-Oriented: A desire to develop and thrive in a supportive, growth-focused environment.
If you're ready to join a team that values your skills and offers a pathway to growth, apply today!
Key Responsibilities
Outreach
Contacting customers regarding their upcoming renewals and setting up meetings for the Account Managers
Follow up with customers for needed information to quote and send it on to vendors
Set up proposal meetings and take notes/actions
Customer Onboarding
Take the lead in managing the customer onboarding process, from the time they confirm the quote to when they go live. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process
Servicing
Manage all Halo inquiries and respond to each customer within 4 business hours of their request.
Escalate any tickets that cannot be resolved to Account Manager
Reach and coordinate with providers on any questions that the group has throughout the year - billing, coverage limits, etc.
Processing employee enrollments, terminations, and qualifying events
Handle any compliance reporting with the group
Answer all incoming calls to Onemedifund phone line
Maintain all needed insurance licenses for UBT
Renewals
Work with providers on negotiating renewal
Prepare renewal presentation for group
Take the lead in managing the customer renewal process, from the time they confirm the quote to when they renew. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process
Quarterly Reporting
Create presentations and set up meetings for all Onemedifund customers on a quarterly basis using the PowerPoint template
Sending out surveys to groups to get their feedback on their Onemedifund plan
Work with providers to get reports on savings opportunities, PBM rebates, etc.
Take meeting notes and actions
Take the lead in the follow up actions
Skills & Qualifications
Displays Integrity: Demonstrates confidence and courage in achieving UBT's mission, philosophy and value.
Delivers Excellence: Takes personal accountability for achieving high quality outcomes.
Demonstrates Interpersonal Understanding: Actively Listens, understands, accepts & respects the opinions, feelings, perspectives and motivations of others.
Influences Effectively: Gains the support of others for courses of action that benefit UBT.
Works in Teams: Sees the benefit of collaboration and works cooperatively across UBT to deliver shared goals.
Extensive work experience preferably from a Professional Services / Corporate environment
Manage projects
Manage facilities and IT environments
Records and document management
Proofreading
Office management
Advanced skills in MS Office (Word, Excel, PowerPoint, Outlook) - expert level
Strong IT skills
High school degree (Bachelors is preferred)
Previous Experience with servicing health insurance policies is required