The Customer Experience Representative will be responsible for assisting our Inside Sales team by screening leads for viability as well as providing customer service to our existing clients.
Description
Job Summary:
The Customer Experience Representative will be responsible for assisting our Inside Sales team by screening leads for viability as well as providing customer service to our existing clients.
What You Will Do:
- Receive inbound calls from and make outbound follow-up calls to prospective customers, determine their eligibility and interest in various insurance plans, and connect them with a licensed agent who can meet their needs
- Make outreach calls to existing clients to identify and resolve member issues
- Maintain up-to-date knowledge of the company’s products, services, and policies to provide accurate information to customers.
- Create contact records and maintain accurate documentation within the CRM
- Pursue a positive and educational customer experience in every interaction
- Proactively follow up with customers to ensure issues have been resolved to their satisfaction and to provide updates as necessary.
Competencies:
- Excellent customer service skills
- Excellent attention to detail
- Strong communication skills
- Ability to work independently
Required Education and Experience:
- High School diploma or GED
- At least 1 year Customer Service experience desired
- Call Center experience desired
Work Environment:
- A dedicated workspace at home, lacking interruptions and with the ability to protect confidential information.
- A dedicated, reliable internet connection, free from competing usage that can impact phone audio quality.
Schedule:
Schedules will fall between 8am-9pm EST, M-F, based on business needs.
About the Company
Unified Growth Partners is a tech-enabled distribution management platform enabling robust multi-channel distribution capabilities for the broad retail market with a focus on healthcare products and services.
The company is led by health and financial services industry experts with a comprehensive understanding of the health plan ecosystem including plan design, value-based care, consumerism and distribution.
At Unified Growth Partners, we build value for brokers, agents and agencies, health plans, provider partners and most importantly consumers by connecting individuals to the most appropriate plans and simplify the process for brokers so they can guide consumers to make the most appropriate decisions for their families. Supporting Medicare, Medicare Advantage, Ancillary, Medicaid, Financial services and product segments.
High school diploma or GED; at least 1 year customer service experience desired; call center experience desired; dedicated home workspace and reliable internet connection.
Key Responsibilities
- screening leads
- providing customer service
- maintaining CRM records
Skills & Tools
CRM
Job Details
- Category: Sales
- Seniority: Entry Level
- Commitment: Part Time
- Workplace: Remote — United States
- Salary: USD 35,360 – 35,360 / year
- Languages: English
About Unified Growth Partners Corporation
A tech-enabled distribution management platform for healthcare products and services. — Industry: Healthcare