Keystone Advisors

Customer Retention Specialist

• Gathering information and handling customer complaints and escalations.
• Developing aggressive retention strategies based on customer feedback.
• Negotiating with customers to renew contracts and retain business.
• Respond to and resolve, on the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs such as disenrollment requests, benefits, eligibility, and claims
• Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics to select the best benefit plan options, maximize the value of their health plan benefits and choose a quality care provider to retain them in their plan.
• Contact care providers (doctors’ offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance
• Assist customers in navigating them to their member websites and encourage and reassure them to become self-sufficient
• Research complex issues pertaining to the caller’s health, status, and potential plan options.
• Meeting with other departments to propose customer retention solutions
• Writing and presenting customer behavior reports
• Building positive relationships with customers and business associates
• Document and update customer records based on interactions.
• Assist to reinstate policies due to missed premium payments.
• Develop and maintain a knowledge base of the evolving products and services. Core products are Medicare Advantage and ACA-Marketplace options.
• Facilitate client exit surveys.
• Respond to ticket inquiries from our vendor clients.
• Provide retention and trend reports to Management.
• Other duties as assigned.

Retention Specialist, Spanish Speaker

Account Executive

Keystone is a fast-growing company seeking licensed ACA Telesales professionals to promote products and services to new customers, assist company growth, and maintain exceptional customer experience. Answer inbound sales calls, make outbound calls, match customers to plans, promote products, document interactions, meet KPIs, and follow regulatory/compliance standards.

Retention Specialist, Spanish Speaker

Licensed ACA Telesales Representative