Customer Service Representative – Prospective Members
NationsBenefits
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- High school diploma or general education degree (GED)
- Must have some call center experience
- Customer Focus
- Technology savvy
- Customer Service
- Data Entry Skills
- Listening
- Phone Skills
- Verbal Communication
- Building Relationships
- People Skills
- Interpersonal Savvy
- Problem Solving
- Multi-tasking