Donor & Surrogate Concierge

• Coordinates the insurance needs of every matched surrogate, including maternity, accidental death, complication, and bedrest policies. • Assists third party insurance brokers to secure policies and provide medical records to support the underwriting process • Liaise with clients and vendors to actively manage and complete financial and insurance tasks related to the client’s journey. • Works closely with vendors providing medical claim resolutions and payments • Disburse payments for insurance and medical claims through escrow • Review and audit medical claims, confirming appropriate amounts paid • Ensure standards and requirements are met for every match • Coordinates with internal teams, including Sales, Legal, and Operations to prioritize and complete tasks, and help resolve customer-facing issues in a timely and satisfactory manner. • Performs financial analysis as requested • Ensures all records are entered on a timely basis and accurately coded, including transaction consistency between QuickBooks Online, Salesforce, and Escrow systems. • Represents ConceiveAbilities as a warm and best-in-class service through exceptional communication and follow through