Health Plan One
Insurance
CustomerServiceRepresentative
“Customer Service Representative at Health Plan One. Skills: Customer retention, Client satisfaction, Value realization. Reach out to current clients. Address client questions”
Industry & Context.
Problem-solving skills; Think on your feet
Prolonged periods of sitting, Working on a computer, Constant noise, Fluorescent overhead lighting, Wear a headset for duration of shift, Pre-employment drug testing, Background checks
What They're Looking For.
Must Have
Previous customer service experience, Customer service experience in healthcare or insurance, Communication skills, Interpersonal skills, Ability to handle sensitive information with confidentiality, Proficiency in using SharePoint, Proficiency in other customer management tools, Problem-solving skills, Ability to think on your feet, Compassionate approach to client interactions, Patient approach to client interactions
Nice to Have
High School Diploma or equivalent, Familiarity with CRM systems, Familiarity with CRM practices, Prior experience with Medicare, Previous training in healthcare insurance, Previous experience in healthcare insurance
What You'll Do.
Reach out to current clients
Address client questions
Focus on related sales
Provide exceptional service
Encourage word-of-mouth marketing
Conduct thorough assessments
Maximize resources available to clients
Identify additional benefits clients may qualify for
Document client assistance stories
Share client assistance stories on SharePoint
Collaborate with carriers
Acknowledge success stories
Celebrate success stories
Conduct Enrollment Verification calls
Verify customer plan understanding
Verify plan start date
Ensure accurate contact information
Capture customer email address
Confirm Agent of Record reviewed doctors
Confirm Agent of Record reviewed medications
Verify Agent of Record discussed out-of-pocket costs
Verify Agent of Record discussed doctor copays
Verify Agent of Record discussed drug copays
Verify Agent of Record discussed deductibles
Inform customers what to expect
Ensure customers know who to contact
Applying for this Customer Service Representative role?
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