Onboarding Specialist I or II DOE
Cambia Health Solutions

Boise, Idaho

This job has expired.


Primary Job Purpose

Remote within Oregon, Washington, Utah and Idaho

Following federal mandate, all Cambia Health Solutions employees, including 100% remote workers, need to be fully vaccinated for COVID-19 by 1/1/22.

Onboarding Specialist II provides more support to new and retention Sales staff in providing quotes to prospective clients and assist in maintaining current clients. Independently resolves and provide information, education and assistance to potential or pending policyholders, employers, and Producers regarding our insurance plans. Typically works in small and mid size groups, or in training for less complex 101+ (large) groups.

General Functions and Outcomes

  • Communicate with a variety of external and internal customers regarding benefits, eligibility, and other information.
  • Quickly and accurately assess inquiries in order to understand the customers needs.
  • Identify issues promptly and determine corrective steps to resolve.
  • Document customer inquiries and actions on tracking system.
  • Review documentation or correspondence for completeness. Acquire missing information following established policies and procedures.
  • Data entry of customer information
  • Explain benefits, rules of eligibility, and grievance/appeal procedures to internal and external customers, to ensure understanding.
  • Manage emails, & appropriate work production ques, calls and correspondence on a daily basis and prioritize follow-through.
  • May generate written correspondence and process document requests.
  • Maintain files/records of constantly changing customer information.
  • Assist in all internal aspects of sales and renewal process that do not involve independent, direct solicitation or decisions of quote, new or renewal activity.
  • Apply knowledge and experience to answer a variety of increasingly complex inquiries.
  • Monitor status of sales to assure timely delivery.
  • Performs detailed research and problem solving to assist both internal and external customers.
  • Assist in all internal aspects of sales and renewal process.
Minimum Requirements
  • Demonstrated ability to use MS Office products and other corporate software as required
  • Strong oral, written and interpersonal skills including courteous telephone etiquette
  • Ability to interpret policies and procedures and communicate effectively
  • Demonstrates excellent customer service skills (empathizes with customers, asks effective questions, seeks to satisfy).
  • Demonstrated ability to set priorities and strong attention to detail in a rapidly changing environment.
  • Demonstrates the ability to work effectively on teams to accomplish group objectives.
  • Knowledge of health insurance, including sales processes, terminology, operational flow and data requirements.
Normally to be proficient in the competencies listed above

Onboarding Specialist II would have a High School diploma or GED and 2 years of experience in customer service or equivalent combination of education and work experience.

Required Licenses, Certifications, Registration, Etc.

Producer Disability License required within 45 days of date of hire. Producer Life Insurance required within 90 days of date of hire. Prior to receiving a license, staff are not allowed to engage in independent decision making support of solicitation or selling activities.

Work Environment
  • May be required to work overtime and/or work outside of normal work hours
  • Travel may be required, locally or out of state
This position includes 401(k), healthcare, paid time off, paid holidays, and more. For more information, please visit www.cambiahealth.com/careers/total-rewards.

We are an Equal Opportunity and Affirmative Action employer dedicated to workforce diversity and a drug and tobacco-free workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other status protected by law. A background check is required.

If you need accommodation for any part of the application process because of a medical condition or disability, please email CambiaCareers@cambiahealth.com. Information about how Cambia Health Solutions collects, uses, and discloses information is available in our Privacy Policy.


This job has expired.
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