NationsBenefits

Customer Support

• Handle inbound calls from prospective members for Medicare Advantage plans by following approved script
• Make outbound calls to prospective members that have requested a callback
• Enter prospective member information into company’s Customer Relationship Management System (CRM) in an accurate and compliant manner
• Follow approved script to determine the prospective member’s eligibility for Medicare Advantage plans and update CRM system accordingly
• Warm Transfer prospective members to designated telesales team(s)
• Obtain approved agreement (Scope of Appointment) from prospective members verbally and document in CRM
• Inform prospective members of available seminars and register them as needed through the CRM system
• Fulfillment of informational kits as requested by prospective members through the CRM system
• Follow all Federal, State, Cirrus and Clients policies and procedures

Customer Service Representative – Prospective Members