Sagility

Claims Specialist

• Review and process insurance claims accurately using internal guidelines and benefit plans
• Research and navigate multiple systems and documents to validate claim details
• Confirm required documentation is included and identify missing information
• Verify accuracy of medical coding (CPT/ICD-10 preferred)
• Evaluate eligibility, coverage, authorizations, and coordination of benefits
• Identify discrepancies and resolve errors using established procedures
• Maintain productivity and quality standards in a fast-paced environment
• Work independently while collaborating with supervisors, coaches, and trainers
• Use multiple computer applications and virtual tools such as Outlook, Webex, and internal systems
• Continuously improve efficiency through feedback and training support

Claims Representative – Healthcare

Sales

• Conduct inbound, consultative sales conversations with Medicare-eligible individuals.
• Assess customer needs and explain Medicare plan options clearly and compliantly.
• Enroll customers into appropriate Medicare health plans.
• Accurately document interactions and enrollments using internal systems.

Paid Healthcare Sales Trainee, Medicare

Insurance

• Use active listening and in-depth knowledge to complete a thorough needs analysis and recommend a plan that fits
• Answer inbound calls from customers and walk them through health plan options
• Build and maintain trusting relationships with members and prospects
• Establish yourself as a trusted advisor throughout the consultation process
• Represent BroadPath and our client partners with professionalism and care

Licensed Health Insurance Agent

• Provide consultative support to customers calling in to explore health insurance options
• Qualify callers, assess their needs
• Explain plan benefits
• Guide them toward the most appropriate Medicare plan when applicable
• Build and maintain trusting relationships with members and prospects
• Represent BroadPath and our client partners with professionalism and care

Licensed Health Insurance Agent – UHC

• Answer inbound calls and guide Medicare-eligible individuals through plan options
• Build trust and rapport to help members make informed decisions
• Assist with completing enrollment applications accurately and compliantly
• Multi-task across multiple computer screens and systems while engaging with customers
• Meet or exceed sales, quality, and customer satisfaction goals
• Maintain all licensing and annual training requirements

Medicare Sales Agent – Inbound Sales

Customer Support

• Coordinate credentialing and re-credentialing of healthcare providers (physicians, allied health professionals, and facilities)
• Verify provider qualifications, including education, training, licensure, certifications, work history, and malpractice coverage
• Follow processes and procedures to ensure compliance and accuracy for verification and documentation
• Review data and be able to identify gaps in histories, education or required certifications
• Meet timelines and productivity requirements in a work-from-home environment
• Provide feedback for process improvement
• Other duties as assigned

Claims Representative – Healthcare

Paid Healthcare Sales Trainee, Medicare

Licensed Health Insurance Agent

Licensed Health Insurance Agent – UHC

Medicare Sales Agent – Inbound Sales

Customer Service Representative – Healthcare