Job Description



The primary goal of the Member Liaison is to efficiently and effectively manage the follow-up process of our Social Security applications and ensure we have collected the corresponding information/documentation to receive an approval on the applications submitted.  Responsibilities include, but are not limited to:




  • Accountable for managing an entire caseload of pending applications to be processed and monitored daily.
  • Responsible for all member and government agency outreach activities that will drive an open application to a positive outcome (approval).  These activities primarily include member and government agency calls and letters to complete outstanding verifications.
  • Maintain working relationships with government agencies and act as a liaison for members.
  • Responsible for following up with government agencies to obtain application status information and advocate for the expedition of a final decision.
  • Use reports and queries to manage and prioritize caseload and ensure benchmarks are being met.
  • Evaluate and initiate action on aging cases. Responsible for escalating problem cases when necessary.
  • Ensure data quality and work with supervisors as an active participant in identifying and resolving problems and inconsistencies.
  • Support supervisors in the implementation of new processes and training initiatives.
  • Provide an enhanced level of customer service to our members and clients.
  • Educate and counsel members on Social Security processes and respond to inquiries around the status of the application/approval.
  • Enter, update, and maintain demographic and application information in our proprietary database system while maintaining accuracy.
  • Responsible for updating the "Contact Log" in our proprietary database system to ensure outreach attempts, contacts, interactions, and assessments have been properly captured.
  • Accountable for processing rendered approvals and denials.
  • Responsible for preparing the corresponding support documentation for any appeal process as part of our Denial Management initiatives.
  • Assist in other team member training and provide feedback during cross training opportunities to enhance the department’s functionality, roles and training materials.
  • Participate in Department and HFI Committees and Projects as assigned by the Operations Manager/Supervisor.
  • Other duties may be assigned.



MINIMUM requirements:

  • 4-year degree in related field or equivalent combination of education and experience.
  • Bilingual (English/Spanish), preferred.
  • At least 1 year of previous experience in a customer service/call center role, strongly preferred.
  • At least 1 year of previous experience in a healthcare setting, strongly preferred.
  • Familiarity with medical terminology, preferred.
  • Previous experience with health insurance, preferred.
  • Self-motivated, responsible, and accountable. 
  • Identifies own learning needs and seeks appropriate assistance.
  • Excellent computer skills including: MS Office. 
  • Ability to work well within a fast-paced, team-oriented environment. 
  • Willingness and ability to work extra hours during a workweek as required.





We are committed to a policy of non-discrimination and equal employment opportunity for all employees and qualified applicants without regard to race, color, religious creed, national origin, ancestry, sex, age, disability, veteran’s status, sexual orientation and/or genetic information.







Application Instructions

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