About Exact Medicare
Company Overview
At Exact Medicare, we are committed to creating a superior client experience by understanding and caring for our customers so well that they would never think about leaving us—and want to tell everyone about us! Our team members are empowered by our core values, which drive everything we do.
Our Core Values
- Extreme Ownership: We take ownership of our actions and responsibilities, delivering the best possible results for our clients.
- Above Reproach: We uphold the highest standards of integrity and ethics in all interactions and decisions.
- Culture of Candor: We foster a culture of open and honest communication, valuing ideas and feedback to continuously improve.
- Atomic Growth: We are committed to continuous personal and organizational growth to better serve our clients and community.
Onboarding Specialist Job Description
- To provide assistance to agents during the onboarding process with their contracting questions.
- Add new agents to the Go High Level software so the agents onboarding status can be tracked by the onboarding staff.
- Provide assistance to the agent from IT.
- Review multiple RTS reports every day for each agent and update carrier status disposition in Rippling.
- Provide clear and understandable guidance to the agents on steps that need to be completed with the carriers via TEAMS messages.
- Monitor the NAL Teams chat and provide support and assistance to agents with onboarding questions.
- Review the Monday board for incoming contracting support tickets. Process the tickets which relate directly to onboarding.
- Access and review the RTS status reports using the Sunfire software when applicable for agent assistance.
- Monitor and review the onboarding email and respond to agents and process email requests.
- Submit Sunfire tickets to Sunfire to assist agents with Sunfire issues.
- Email IFG for issues with agents contracting that pertain to IFG.
- Be prepared to be interrupted multiple times per day during peak onboarding season, manage your time wisely.