TransGlobal Holding Co. ยท 1 month ago
Health Insurance Customer Service Representative (Bilingual in Chinese)
TransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., providing a comprehensive suite of services. The Health Insurance Customer Service Representative is responsible for assisting clients with health insurance inquiries, policy servicing, and claims resolution while maintaining accurate client records and collaborating with internal teams.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Bilingual in Mandarin
High school diploma or equivalent required
Preferred
Preferred experience in group health insurance, benefits administration, or customer service
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM systems is a plus
Bachelor's degree preferred
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
H-1B sponsorship available.
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
H1B Sponsorship
TransGlobal Holding Co. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase