Call Center Specialist (with Healthcare / Employee Benefits experience)

• The PH Call Center Specialist will support a high-level management team for a US based insurance company. Key responsibilities
• Manage and respond to emails and inbound/outbound calls in a call center environment
• Process and document mortgage changes
• Send, receive and manage all necessary forms and documents via email or fax
• Accurate data entry
• Send forms to new customers and provide guidance as needed to process customers' needs
• Properly document customer requests and actions taken to resolve the request
• Provide necessary information to carrier per client guidelines

About you

• College graduate or equivalent experience1-2 years technical and/or customer support experience
• Prior EB / Healthcare insurance experience
• Comfortable handling both inbound and outbound calls
• Tech Savvy and proficient with technology and MS Office tools especially MS Excel
• Excellent English verbal and written communication skills
• Ability to learn quickly
• Ability to work night shift following US hours
• Minimum internet speed of 50 mbps download and 50 mbps upload; Directly connected into modem; No satellite
• With back up internet connection

About us

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.