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The Outreach Customer Service Representative (CSR) is responsible for delivering face-to-face outreach, education, and enrollment support to program beneficiaries. This role supports community engagement through presentations, enrollment assistance, and ongoing customer follow-up. The ideal candidate is bilingual in Spanish, comfortable working in public settings, and experienced supporting diverse or low-income populations in a customer-facing environment.
Job Responsibility:
Conduct face-to-face outreach and provide enrollment broker services through group and individual presentations
Present managed care options and assist beneficiaries with understanding and using their healthcare plans
Assist beneficiaries with enrollment and disenrollment processes
Support other Enrollment Service Representatives with daily operational activities
Assist management with training and guidance of new Enrollment Service Representative staff
Maintain positive relationships with county staff, community groups, and healthcare organization clients
Conduct ongoing program training for county staff and community partners
Perform data entry related to enrollments and disenrollments
Transmit enrollment and disenrollment data to central processing in accordance with policies and procedures
Assist beneficiaries with medical exemption and waiver inquiries
Provide beneficiaries with status updates regarding enrollment, disenrollment, exemptions, and waivers
Document daily activities accurately in the Customer Relationship Management (CRM) system
Review knowledge base content for accuracy and recommend improvements
Adhere to established procedures, perform self-checks, and maintain attention to detail
Meet Field Operations minimum performance standards
Notify management promptly of procedural compliance issues
Report quality concerns or deficiencies in a timely manner
Provide recommendations to management to improve quality and efficiency
Meet defined production and quality performance goals
Work at assigned offices as directed by management
Attend and promote programs at community events and health fairs as needed
Meet all performance standards outlined for the position
Perform additional duties as assigned
Requirements:
High school diploma, GED, or equivalent required
Six months of human services or public-facing experience preferred
Presentation, outreach, teaching, marketing, or public relations experience preferred
Experience working with low-income and diverse populations preferred
Valid driver's license and proof of insurance required
Ability to travel throughout the county and surrounding areas as needed
Fluency in Spanish, including reading and writing, required
Strong customer service, interpersonal, and communication skills
Ability to present information clearly in both group and one-on-one settings
Cultural and linguistic competency when engaging diverse populations
Strong organizational skills with attention to accuracy and detail
Ability to manage multiple tasks in a fast-paced, deadline-driven environment
Ability to work independently as well as collaboratively within a team
Computer literacy, including proficiency with MS Office applications such as Word, Excel, and PowerPoint
Ability to quickly learn new systems and software platforms
Typing speed of 20+ words per minute
Nice to have:
Experience in human services or other public-facing roles
Outreach, presentation, community education, or public speaking experience
Experience working with low-income or diverse populations