Customer Service Representative

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Engage with existing clients through retention calls to address their inquiries and needs.

• Emphasize retention, related sales, and referrals to maintain customer loyalty and promote word-of-mouth marketing.

• Perform Health and Resource Assessments to fully utilize available client resources.

• Identify and offer additional benefits for which clients may be eligible.

• Document meaningful client-assistance stories in SharePoint within the 'Make A Difference' folder.

• Partner with carriers to recognize and celebrate client success stories.

• Conduct Enrollment Verification calls.

• Ensure customers comprehend their enrolled plan and start date.

• Confirm contact details and collect customer email addresses.

• Verify that the Agent of Record has reviewed customers' doctors and medications.

• Confirm discussions regarding out-of-pocket costs, copays, and deductibles.

• Explain what customers can expect in the upcoming weeks.

• Guide customers to reach out to HealthPlanOne instead of the carrier for inquiries.

⛳️ Requirements

• Prior experience in customer service, ideally within the healthcare or insurance sector.

• Excellent communication and interpersonal skills.

• Capacity to manage sensitive information with confidentiality.

• Competence in using SharePoint and other customer management software.

• Strong problem-solving abilities and the capacity to think quickly.

• Compassionate and patient demeanor in client interactions.

• High School Diploma or equivalent is preferred.

• Knowledge of CRM systems and related practices.

• Previous experience with Medicare is advantageous.

• Prior training and experience in or related to healthcare insurance.

• Ability to remain seated for extended periods while working at a desk and using a computer.

• Capability to wear a headset throughout the entire shift.

• Completion of pre-employment drug testing and background checks is required.

🏝️ Benefits

• Opportunities for professional development.

• Support for accommodations related to disabilities.

• Commitment to equal employment opportunities.

• Drug testing and background checks as part of the pre-employment process.