NationsBenefits

Customer Service Representative – Prospective Members

NationsBenefits

full-time

Posted on:

Location: Florida • 🇺🇸 United States

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Job 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
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