Take inbound calls from current customers and answer their questions pertaining to their pending application, coverage details, or other issues
Support sales agents by being available to take application requests and handle customer service issues thoroughly
Track applications and work with customers to obtain any outstanding requirements in a timely manner
Identify potential issues that adversely affect our customers and resolve them immediately
Make outbound calls to insurance carriers, providers, and internal departments to research and resolve complex customer issues as they arise. Include thorough documentation in eHealth’s Back Office system for all correspondence
Identify cross-sell opportunities for ancillary products to fill gaps in customer coverage needs (i.e. dental, vision)
Drive retention by redirecting customers to an alternative plan if they are not approved for their previously selected plan, or if the plan does not adequately meet their needs
Remain current on products and processes in a multi-product environment
Abide by company policies and procedures
Consistently reach monthly customer enrollment and performance goals
Other duties and projects will be assigned as needed
Requirements
You have a high school diploma or equivalent
You have at least 2 or more year’s industry experience in: a broker or insurance company, individual sales environment
You currently possess an active Health License or the ability to pass the State Health Agent License test within 4-6 months of employment
You possess excellent oral and written communication skills
You have the ability to make sound decisions independently and under pressure
You have excellent computer skills (i.e. Word, Excel, Project, and Internet Skills)
Preferred Qualifications: Bachelor’s degree
Experience selling individual and/or Medicare insurance products via the telephone