Customer Service Representative

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Logo of HealthPlanOne

HealthPlanOne

501 - 1000 employees

Founded 2006

🏥 Healthcare

💼 Consulting

📣 Marketing

Healthcare • Consulting • Marketing

HealthPlanOne is a technology-enabled healthcare services company that helps millions of consumers and agents navigate and shop for Medicare plans. It specializes in Medicare education, digital marketing, lead generation, and broker/health-plan partnerships, using analytics and customer-focused agent support to simplify complex insurance choices. The company supports agents and partners with licensing, marketing, and platform tools to connect consumers with appropriate Medicare options.

📋 Description

• Become thoroughly familiar with the company’s insurance products and coverage options • Support HPOne’s Brokerage or MAQ teams with pre- and post-sale activities • Qualify new prospects • Conduct Health Risk Assessments • Make retention calls • Adhere to established call scripting, procedures, and workflows • Answer general questions about carrier plans and benefits • Assist callers through the Medicare qualification process and ensure required information is accurate and compliant • Build sustainable relationships of trust through open interactive communication • Handle customer complaints professionally and transfer them to management within the appropriate department • Make outbound calls to consumers and transfer them to a licensed agent of record as needed • Manage a high volume of incoming calls • Meet established production goals and daily, weekly, and monthly performance metrics • Understand and adhere to company, carrier, and/or CMS policies and procedures • Perform other related duties as assigned

🎯 Requirements

• High School diploma or equivalent • Ability to navigate technology and phone systems, and follow a specific call-flow • Customer service orientation and ability to adapt/respond to different personalities • Excellent communication and listening skills • Detail-oriented, motivated self-starter with excellent time management and organizational skills • Ability to multitask or change tasks using different techniques, procedures, or degrees of attentiveness without loss of efficiency or composure • Computer/technology skills and proficiency with virtual communications tools • Proficiency in reading, writing, written comprehension, scripting tools, and prompts/pop-ups • Ability to perform repetitive and routine tasks • Adherence to the on-camera requirement for remote training, meeting sessions, and as requested by leadership • Flexible schedule including evenings and weekends preferred • Bilingual preferred • Familiarity with CRM systems and practices preferred • Licensed to sell preferred • Basic MS Excel skills preferred • Previous call center experience preferred • Previous training and experience in or related to healthcare insurance preferred • Ability to remain stationary for extended periods, typically in a cubicle environment • Frequent use of computers, dual monitors, keyboard, mouse, telephone, copier, and printer • Ability to communicate effectively in person, in writing, by telephone, email, or video conferencing • Visual and auditory acuity required • Hand dexterity and fine motor skills required • Ability to occasionally reach with hands and arms

🏖️ Benefits

• Remote work options for designated locations • On-camera remote training and meeting sessions • Required drug testing and background checks as part of pre-employment practices • Disability accommodations available upon request

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