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Customer Service Lead Representative
Ref No.: 20-03005
Location: Austin, Texas
Customer Service Lead Representative

Address: 100% remote
Hours: Monday - Friday. Schedules vary from a 7:00AM CST start to 7:00PM CST. Equipment will be supplied. Candidate must set aside a designated work area – one with privacy and free from distraction.
Pay: $19.00-$20.00/hour paid every Friday
Contract Length: 08/31/2020 to 12/20/2020 (special project, but could lead to other opportunities)
Openings: 7

  • The Conservation Specialist is a licensed insurance sales agent that is responsible for retaining existing customers who are calling to cancel plans due to a variety of customer issues or competitive offers by helping to resolve customer issues so that they continue to stay with ***.
  • This will include, but not limited to, assisting customers with applying for new coverage within *** companies.
  • This individual will also proactively contact existing customers who may be at the risk of losing coverage due to lapsed payments. 
  • This role would be seasonal lasting from 9/14 -12/10.
  • This would be a work at home position throughout the entire seasonal contract.
  • There will be no PTO offered during this timeframe. All of your non-resident licensing will be paid for by *** in high call volume states. 
  • Training will be offered for two weeks prior to going live. 
  • This role is performance based and you will be measured against our standard call center KPI’s.
Duties and Responsibilities:
  • Receive calls from existing customers looking to cancel their current policy and assess /identify the reason for the cancellation request
  • Determine and share options to address customer’s cancellation reasons by: addressing customer service issues via the applicable  processes; supply alternative plan options that may better suited to the customer’s needs; clarify current benefit options
  • When applicable the specialist will quote and enroll customers following the standard guidelines and processes governed by CMS
  • Conduct outbound calls to existing customers who are at risk of cancelling due to nonpayment and assess reasons for potential lapses in payment. Determine the correct course of action to retain the customers which may include updating payment information, routing the caller to make a payment with a customer service associate, or quoting a different plan option that better meets the customer’s financial budget.  Document and track all calls to ensure proper follow up is done within a timely manner
  • Participate in other assigned Sales Team projects as needed.
  • Provide feedback and guidance on market nuances, marketing campaigns and plan operations
  • Attend internal Sales Meetings, Trainings and other company events as requested
  • Other duties as assigned
  • Experience in, or understanding of, healthcare and/or insurance industry
  • Call/contact center experience
  • Working knowledge of the health insurance industry
  • Strong telephone verbal and listening skills
  • Ability to work in a fast paced environment
  • Dedication and commitment to exceptional customer service when selling and servicing our customers
  • Capable of working and communicating with many people possessing diverse personalities
  • Excellent verbal and written communication skills, including oral presentation
  • Strong organizational skills with an attention to detail
  • Working knowledge of Microsoft Word & Excel
  • Understanding of the various insurance policies
  • Able to work independently and in a team setting
Essential Functions:
  • Manual dexterity in hands to perform extensive keyboarding
  • Requires the ability to sit for extended periods of time
  • High School Diploma or GED required.
  • 1 to 2 years of sales experience
  • At least two years telephonic experience, preferably in Sales
  • 1 to 2 years of college in Business, Communications, Marketing, or related fields.  Equivalent related experience may substitute for education requirements
  • Possess/maintain an active Life and Health insurance license
  • Bachelor's Degree
  • Experience in, or understanding of, hospitals, healthcare and/or insurance industry
  • Proven sales experience or related position within insurance field
  • Knowledge of managed care and insurance products
  • Understanding of D.O.I. rules and regulations