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Licensed Customer Service and Sales Specialist (Work From Home)

Tailored Management - CS

Licensed Customer Service and Sales Specialist (Work From Home)

Austin, TX
Full Time
Paid
  • Responsibilities

    Job Description

    LICENSED CUSTOMER SERVICE LEAD REPRESENTATIVE WORK SCHEDULE: Monday-Friday, 8-hour shift between 7AM and 7PM CST ADDRESS: Remote to the United States PAY RANGE: $20/hour START DATE: 08/23/2021 to 12/10/2021 (conversion based on performance and company needs)   Must have Active Life and Health Insurance License   SUMMARY:   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. This will include, but not limited to, assisting customers with applying for new coverage. This individual will also proactively contact existing customers who may be at the risk of losing coverage due to lapsed payments.   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
    • 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

      SKILLS:  

    • Experience in, or understanding of, healthcare and/or insurance industry
    • Call/contact center experience
    • Strong telephone verbal and listening skills
    • 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

      REQUIRED:  

    • 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

      DESIRED:  

    • 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

    Company Description

    Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board! We’re here to give you the resources and the opportunity to prove yourself and earn long-term, full-time career placement. In fact, many candidates who come through Tailored Management end up with a permanent offer from our clients within a year! We scan the nation for the best jobs available and then position you with the best tips, tools and career resources to make an outstanding impression.