Telephonic Intake Operator

TRISTAR Insurance Group

. Answer and assist with incoming calls, including first notice, and route them appropriately .

Posted 9/22/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $20 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in managing high-volume telephone systems and effectively handling customer inquiries while maintaining compliance with HIPAA and PHI regulations. Exhibits strong organizational, communication, and problem-solving skills to ensure exceptional customer service and accurate documentation.

Highest-signal resume keywords

High-Volume Telephone ManagementCustomer Service MindsetBilingual in Spanish and EnglishProficient in Microsoft 365Strong Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Typing Skills (45–50 WPM)Data Entry ExperienceMedical TranscriptionClaims ReportingMulti-Line Phone System Management

Soft Skills

Strong Communication SkillsExcellent Interpersonal SkillsOrganizational SkillsTime-Management SkillsAbility to Work Independently

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelZoomInstant Messaging

Certifications & Qualifications

High School Diploma or GED

Industry Keywords

Workers’ CompensationLiability ClaimsHIPAA CompliancePHI Regulations

About the role

Key responsibilities & impact

Answer and assist with incoming calls, including first notice, and route them appropriately
Manage a high-volume, multi-line telephone system
Set up and enter liability, subrogation, and first notice of loss reports in claims/notice reporting systems or portals
Accurately document each call and its outcome
Monitor dedicated client email inboxes for new first notice loss reports
Monitor phone lines and hold times and report excessive hold times to the supervisor
Perform clerical duties and meet administrative, productivity, time-management, and quality-assurance standards
Maintain confidentiality and comply with HIPAA and PHI regulations
Use instant messaging, email, and Zoom to communicate with team members and supervisors
Report phone-system issues, customer concerns, escalations, system or equipment issues, downtimes, and loss of access to remote resources
Establish rapport with callers, guide them through the reporting process, and provide exceptional customer service
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or GED required
Understanding of workers’ compensation and liability claims preferred
Medical transcription or data-entry experience preferred
Bilingual in Spanish and English preferred
Strong communication skills and a customer service mindset
Ability to manage operator equipment such as headsets and intercoms
Proficient computer skills and ability to work in multiple software programs
Ability to monitor multiple phone lines amid frequent interruptions
Strong problem-solving skills
Excellent interpersonal, organizational, and time-management skills
Ability to set priorities and work independently
Excellent typing/keyboard skills (45–50 WPM) with 95% accuracy
Ability to work proficiently within various computer systems
Ability to navigate Windows and use Microsoft 365, Outlook, Word, and Excel
Professional attire in accordance with the Company Dress Code

Benefits

Comp & perks

Medical, Dental, Vision Insurance
Life and Disability Insurance
401(k) Plan
Paid Holidays
Paid Time Off
Referral bonus