Unite Health Share Ministries (UHSM) is a nonprofit, faith-based health sharing ministry that facilitates member-to-member health sharing among fellow Christians, serving as a connector to administer medical cost sharing. The UHSM mission is to help Christian families fulfill their God-given purpose to care for one another and to positively impact our communities. Headquartered in Norfolk, VA, UHSM takes a modern approach to health sharing that prioritizes holistic health and wellbeing. UHSM offers simple, fair, and friendly health share programs to its members.

About this role

As a Client Coordinator at UHSM, you will be the primary point of contact for our customers, guiding them through various aspects of their experience. You will be responsible for onboarding new customers, addressing payment declines, assisting with program changes, managing medical records, providing exceptional customer support, conducting check-in calls, and serving as a liaison for member services. Your dedication to customer satisfaction and your ability to build positive relationships will be essential in this role.

Key Responsibilities

• Onboarding: Welcome new customers and ensure a smooth onboarding process, providing them with all necessary information and resources to get started.
• Healthy Discount: Educate customers about available healthy discount programs and assist them in utilizing these benefits.
• Payment Declines: Proactively address payment declines, work with customers to resolve payment issues, and update payment information as needed.
• Program Changes: Assist customers in making program changes, upgrades, or downgrades as per their needs and preferences.
• Medical Records: Manage and maintain customer medical records, ensuring accuracy and confidentiality.
• Customer Support: Provide prompt and effective customer support, addressing inquiries, concerns, and feedback with professionalism and empathy.
• Check-In Calls: Conduct regular check-in calls with customers to assess their satisfaction, gather feedback, and identify opportunities for improvement.
• Member Services Liaison: Collaborate with the member services team to ensure seamless communication and issue resolution for customers.

Please Note: This job description is intended to provide a general overview of the responsibilities and requirements of the role. As our company continues to grow and evolve, the responsibilities of this position may change and expand. We are looking for candidates who are adaptable and open to taking on new challenges and opportunities as they arise.

Required Qualifications

• 1+ years of customer success, customer service, or related experience.
• 1+ years of experience using customer relationship management (CRM) software (e.g. Salesforce).
• 1+ years of experience working in alignment with sales and marketing teams.
• Able to work in our Santa Ana, CA office location.

Preferred Qualifications

• Excellent communication and high attention to detail.
• Ability to empathize with customers and resolve issues effectively.
• Strong analytical and problem-solving skills.
• A self-starter with initiative and passion for helping people while focusing on clients’ needs.

What we offer

• Competitive Hourly + Bonus
• Health, Dental, Vision, 403(b) and Total Rewards
• Ability to make important enhancements to the Healthcare industry.
• Great culture where you work with the founders and key stakeholders in a relaxed, but innovative atmosphere.

UHSM is an Equal Opportunity Employer. Our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business needs. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, protected veteran status, or any other basis protected by applicable law and will not be discriminated against on the basis of disability.