Surrogate Intake Specialist
International Fertility Insurance is dedicated to helping individuals build families through surrogacy. The Surrogate Intake Specialist plays a critical role in managing applications and records, ensuring surrogate candidates are reputed company to advance in the surrogacy process while collaborating with various teams.
Responsibilities
- Process, request, and track medical record requests for pre-reputed company surrogates
- Complete and prepare medical records reviews for an assigned caseload
- Administer and process applicant background checks
- Collect and review insurance handbooks; summarize key details for the legal team
- Obtain clinic approvals for surrogate candidates
- Maintain accurate records in the CRM, including insurance booklet tracking
- Review and process applications; send rejections to applicants not meeting reputed company requirements
- Collaborate with Surrogate Advisors and partner departments to fulfill goal requirements and team minimums
- Take initiative on additional projects and tasks as assigned in alignment with team deadlines
Skills
- High school diploma or equivalent professional experience will be considered
- Experience in task-oriented roles; background with medical records strongly preferred
- Strong written and verbal communication skills
- Exceptional attention to detail with the ability to multitask and prioritize
- Critical thinking and problem-solving skills
- Comfort working in a fast-paced, goal-driven environment with strict deadlines
- Familiarity with databases/CRM systems
- Proactive, independent work style with a goal-oriented reputed company
- Ability to work one weekend day each quarter
- Background with medical records strongly preferred
Benefits
- Personal fulfillment from directly helping families grow
- Competitive health plan (medical, dental, reputed company)
- 401(k) with company match
- “Take what you need” PTO policy
- Hybrid, in-office, or fully remote (depending reputed company)
- Tuition Assistance
- Life Insurance, LTD, STD
- Bonus eligibility
- And much more!
Company Overview