Health Insurance Customer Service Representative (Bilingual in Chinese)

GENERAL FUNCTION / SUMMARY

The Health Insurance Customer Service Representative (CSR) is responsible for providing exceptional customer support to clients by assisting with health insurance inquiries, policy servicing, and claims resolution. This role requires strong communication skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate has group health insurance experience and can quickly learn and adapt to new processes.

MAJOR DUTIES AND RESPONSIBILITIES

Client Support & Policy Servicing

• 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.

Administrative Support & Task Management

Collaboration & Continuous Learning

Other Duties

BASIC QUALIFICATIONS

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

WHAT WE OFFER