XO Health Inc.

Customer Support

• Handle Inbound Calls, e-mails and chats: Respond to incoming calls from members and providers with professionalism and empathy.
• Offer accurate information about health plan benefits, coverage, services and claims.
• Resolve Issues: Address and resolve inquiries, concerns, and complaints promptly and effectively.
• Assist with Claims: Provide support with claims processing and status updates.
• Guide Members and Providers: Assist members and providers in navigating our health plan services, including authorizations, referrals, and eligibility.
• Document Interactions: Accurately document all interactions and maintain detailed records in our customer service system.
• Follow Up: Conduct follow-up calls as necessary to ensure resolution and satisfaction.
• Collaborate: Work closely with other departments to resolve complex issues and improve service delivery.
• Support members and providers with eligibility and benefits questions and concerns
• As needed, maintain accurate and timely provider data updates in XO systems to support claims processing, reporting, directory publication, and data transfers.
• Meet the performance goals established for the position in the areas of efficiency, call quality, customer satisfaction, compliance, customer follow-up, and attendance.

Healthcare Customer Support Representative

Marketing

• Create high-quality PowerPoint presentations with strong storytelling and visual consistency (PPT deck mastery).
• Support internal operational and external-facing presentations, along with ad-hoc projects as needed.
• Design marketing collaterals such as brochures, pitch decks, one-pagers, and reports using Adobe InDesign and Canva.
• Plan, execute, and monitor marketing campaigns using HubSpot, including emails and basic automation workflows.
• Collaborate with sales and business teams on campaign and enablement materials.
• Offer website maintenance and support, including updates and basic management using WordPress.
• Develop simple animations or motion graphics for presentations and marketing assets.
• Ensure brand consistency across all marketing materials.
• Track campaign performance and suggest improvements.

Marketing Associate

Account Executive

• Prospect and generate leads: Identify and engage potential clients in the large group market, using a variety of lead generation techniques such as networking, cold calling, referrals, and market research.
• Consult and advise brokers and clients: Work closely with insurance broker, business decision-makers, HR departments, and executives to understand their employee benefit needs and recommend tailored health insurance solutions.
• Develop and present proposals: Prepare comprehensive and customized health insurance proposals, outlining plan options, costs, and benefits. Deliver clear, concise presentations to key stakeholders.
• Negotiate contracts and close sales: Effectively negotiate plan rates, terms, and benefits with clients, aiming to close deals that meet both client needs and company sales targets.
• Build long-term relationships: Foster strong relationships with brokers and clients to ensure ongoing satisfaction, policy renewals, and potential upselling of additional benefits like dental, vision, or supplemental insurance.
• Industry and regulatory compliance: Remain current on market trends, new products, and regulatory changes, including Affordable Care Act (ACA) requirements and other compliance regulations for large group plans.
• Collaborate with internal teams: Work closely with underwriting and client service teams to ensure seamless onboarding and implementation of new clients.
• Meet sales goals: Achieve monthly, quarterly, and annual sales quotas by developing new business.

Senior Group Health Plan Sales Representative

• Prospect and generate leads: Identify and engage potential clients in the large group market, using various lead generation techniques such as networking, cold calling, referrals, and market research.
• Consult and advise brokers and clients: Work closely with insurance brokers, business decision-makers, HR departments, and executives to understand their employee benefit needs and recommend tailored health insurance solutions.
• Develop and present proposals: Prepare comprehensive and customized health insurance proposals, outlining plan options, costs, and benefits. Deliver clear, concise presentations to key stakeholders.
• Negotiate contracts and close sales: Effectively negotiate plan rates, terms, and benefits with clients, aiming to close deals that meet both client needs and company sales targets.
• Build long-term relationships: Foster strong relationships with brokers and clients to ensure ongoing satisfaction, policy renewals, and potential upselling of additional benefits like dental, vision, or supplemental insurance.
• Industry and regulatory compliance: Remain current on market trends, new products, and regulatory changes, including ACA requirements and other compliance regulations for large group plans.
• Collaborate with internal teams: Work closely with underwriting and client service teams to ensure seamless onboarding and implementation of new clients.
• Meet sales goals: Achieve monthly, quarterly, and annual sales quotas by developing new business.

Senior Health Plan Sales Representative

• Prospect and generate leads: Identify and engage potential clients in the large group market.
• Consult and advise brokers and clients: Work closely with brokers, business decision-makers, HR departments, and executives.
• Develop and present proposals: Prepare comprehensive and customized health insurance proposals.
• Negotiate contracts and close sales: Effectively negotiate plan rates, terms, and benefits with clients.
• Build long-term relationships: Foster strong relationships with brokers and clients.
• Industry and regulatory compliance: Remain current on market trends and regulatory changes.
• Collaborate with internal teams: Work closely with underwriting and client service teams.
• Meet sales goals: Achieve monthly, quarterly, and annual sales quotas