TransGlobal Holding Co. · 2 days ago
Health Insurance Customer Service Representative (Bilingual in Chinese)
TransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., offering a variety of services including health insurance. They are seeking a Health Insurance Customer Service Representative to provide exceptional support to clients with health insurance inquiries, policy servicing, and claims resolution.
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
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
Preferred
Bachelor's degree preferred
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
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.
Funding
Current Stage
Growth StageCompany data provided by crunchbase