Customer Service Representative

• This is a fully remote position*

The customer service representative (CSR) will be thoroughly familiar with the company’s line of insurance products and coverage options. They will reach out to potential customers to gauge their interest and need for selecting a new insurance plan. If the potential client has an interest or need, the CSR will transfer the potential client to a licensed... insurance agent.

Duties/Responsibilities: • Conduct a thorough needs analysis with each client and determine the most appropriate insurance plan based on a combination of price and value from the carriers represented • Assist clients in the application process and ensure that all required information is accurate and compliant will all applicabl rules and regulations • Submit complete applications in a timely manner • Understand and adhere to all company, carrier and/or CMS related policies and procedures • Comprehend and clearly articulate product knowledge • Identify and assess customer’s needs to achieve satisfaction • Manage high volume of incoming calls • Meet established production goals • Handle complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution • Perform other related job duties as required

Required Skills/Abilities:
• Ability to comprehend and clearly articulate product knowledge from various healthcare insurance plans to prospective members/callers
• Ability to perform cost/plan analysis and demonstrate an ability to provide prospective members with a recommendation best suited for caller’s individual needs that is consistent with product/plan benefits
• Ability to navigate technology and phone systems
• Perform accurate and timely data entry
• Excellent communication and listening skills, with a positive attitude
• Must be detail-oriented, motivated self-starter, with excellent time management, organization, and computer skills
• Customer service orientation and ability to adapt/respond to different personalities

Preferred Skills/Abilities:
• High School Diploma or equivalent
• Familiarity with CRM systems and practices
• Prior Medicare experience
• Previous training and experience in or related to healthcare insurance

Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting) • Able to wear headset for duration of shift

Equal Employment Opportunity (EEO) is a fundamental principle at HPOne, where employment is based upon personal capabilities and qualifications. HPOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HPOne requires the necessary drug testing and background checks as part of our pre-employment practices.

Job Type: Full-time

Shift:
• Day shift

Work Location: Remote

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