Customer Service Representative

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🐊 Florida, Iowa, +2 more states – Remote

🐊 Florida – Remote 🌾 Iowa – Remote ⚜️ Louisiana – Remote 🏈 Ohio – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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HealthPlanOne

WebsiteLinkedInAll Job Openings

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

• Conduct retention calls with current clients to address questions and needs • Focus on retention, related sales, and referrals to retain customers and encourage word-of-mouth marketing • Conduct Health and Resource Assessments to maximize available client resources • Identify and provide additional benefits for which clients may qualify • Document impactful client-assistance stories in SharePoint under the 'Make A Difference' folder • Collaborate with carriers to acknowledge and celebrate client success stories • Conduct Enrollment Verification calls • Verify customers understand their enrolled plan and start date • Confirm contact information and capture customer email addresses • Verify that the Agent of Record reviewed customers' doctors and medications • Verify discussion of out-of-pocket costs, copays, and deductibles • Explain what customers should expect in the coming weeks • Direct customers to contact HealthPlanOne rather than the carrier with questions

🎯 Requirements

• Previous experience in customer service, preferably in the healthcare or insurance industry • Strong communication and interpersonal skills • Ability to handle sensitive information confidentially • Proficiency using SharePoint and other customer management tools • Problem-solving skills and ability to think on your feet • Compassionate and patient approach to client interactions • High School Diploma or equivalent listed under Preferred Skills and Abilities • Familiarity with CRM systems and practices • Prior experience with Medicare • Previous training and experience in or related to healthcare insurance • Ability to sit for prolonged periods at a desk and work on a computer • Ability to wear a headset for the duration of the shift • Required pre-employment drug testing and background checks

🏖️ Benefits

• Professional growth • Accommodation support for disabilities • Equal employment opportunity • Drug testing and background checks as part of pre-employment practices