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The CSR I - Outreach (Bilingual English/Spanish) is responsible for providing in-person outreach and enrollment support services to beneficiaries. This role involves presenting managed care options, assisting with enrollment and disenrollment processes, and supporting community engagement efforts. The position requires strong communication skills, attention to detail, and the ability to work effectively in both independent and team environments.
Job Responsibility
Conduct face-to-face outreach and enrollment services in both group and individual settings
Present Managed Care options and assist beneficiaries in understanding and utilizing healthcare plans
Support enrollment and disenrollment processes, including documentation and follow-up
Provide assistance with medical exemptions and waiver inquiries
Communicate enrollment status updates and respond to beneficiary questions
Perform accurate data entry and maintain records in CRM systems
Transmit enrollment and disenrollment data according to established procedures
Maintain positive relationships with county staff, community partners, and clients
Participate in community events, outreach programs, and health fairs
Assist with onboarding and training of new staff when needed
Monitor and report trends, issues, and opportunities for process improvement
Ensure compliance with program policies, procedures, and performance standards
Meet productivity and quality metrics established for the role
Perform additional duties as assigned
Requirements
High School Diploma, GED, or equivalent required
Bilingual in English and Spanish (required)
Typing speed of at least 20 WPM
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Strong organizational, communication, and interpersonal skills
Ability to work in a fast-paced, deadline-driven environment
Ability to manage multiple tasks simultaneously
Ability to work independently and as part of a team
Nice to have
Experience in customer service, call center, or public-facing roles
Experience in healthcare, Medicaid, or human services environments
Experience with community outreach, public speaking, or presentations
Experience working with diverse or underserved populations