Network Success Coordinator, LTCI

Role Overview

The Network Success Coordinator supports long-term care insurance partners by arranging and tracking benefit eligibility assessments for their clients. Day to day, this remote role involves communicating with clients and partners, keeping assessment records current, and responding to delays or escalations so requests move toward resolution.

Key Responsibilities

• Receive assessment requests and use internal platforms to acknowledge, schedule, document, and monitor each one.
• Handle a high volume of incoming and outgoing calls about assessment scheduling and client support.
• Keep request status and follow-up activity up to date in CRM tools, dashboards, and workflow pipelines.
• Contact clients and partners when additional information or action is needed to move a request forward.
• Review referral dashboards, identify escalated or stalled cases, and take appropriate next steps.
• Work with managers to review performance results and identify opportunities to improve day-to-day operations.
• Monitor assigned goals and performance indicators while managing multiple requests efficiently.
• Support other team activities as needed.

Requirements & Qualifications

• At least two years of customer service or related experience; experience handling both inbound and outbound calls is strongly preferred.
• Professional phone manner and clear written communication skills.
• Strong interpersonal, problem-solving, and critical-thinking abilities.
• Ability to work independently, organise daily priorities, and maintain accurate records in a remote setting.
• Comfort learning and using technology platforms, CRM systems, dashboards, and workflow tools.
• Working proficiency with computer systems; familiarity with Microsoft Office and Google Workspace is preferred.
• Must be at least 18 years old and have reliable internet access and a suitable home workspace.
• A diploma or bachelor’s degree in business administration, healthcare administration, communications, or a related area is listed as an estimated qualification.