Medicare/Individual Health Insurance Agent Assistant/CSR

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Full-Time 9:00 am-5:00 pm In-Person Position

Salary: $42K - $45K (depending on skill level) with Benefits

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Job Summary: As a Medicare/Individual Health Insurance Agent Assistant/CSR, you will be responsible for providing exceptional customer service and agent assistance in submitting insurance applications to carriers. Your primary objective is to address customer inquiries, resolve issues, and ensure a positive customer experience. This role involves a combination of answering incoming calls, checking messages, quality control with applications, responding to emails, and interacting with customers via various communication channels.

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Key Responsibilities:

1. Client Assistance: Provide knowledgeable and courteous assistance to clients by addressing their questions, concerns, and requests. The ability to build good working relationships with clients is a must.

2. Application Processing: Assist agent with application quality control, submitting and follow up of application status and delivery.

3. Policy Understanding: Possess a general understanding of Medicare/Individual Health Insurance policies, coverage, and eligibility criteria to accurately address customer questions or guide them to the appropriate licensed agent.

4. Communication Skills: Communicate effectively with clients to obtain details regarding their personal circumstances, explain processes in a clear and understandable manner.

5. Proactive Self-Starter/Issue Resolution: Be an enthusiastic self-starter looking to proactively manage the work day. Investigate and resolve client concerns, complaints, or discrepancies related to their policies, billing, and coverage.

6. Documentation/Date Entry: Maintain accurate and detailed records of client interactions, transactions, and inquiries in the client service database.

7. Policy Updates: In conjunction with your agent teammates, stay informed to provide up-to-date information to customers.

8. Team Assistance: Collaborate with other departments to ensure a seamless customer experience.

9. Compliance: Adhere to all relevant healthcare and insurance ethic standards and regulations, ensuring that customer interactions comply with industry standards.

10. Training and Development: Stay current on industry best practices and participate in ongoing training programs to enhance knowledge and skills.​

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Qualifications:

1. High school diploma or equivalent.

2. Previous experience in customer service.

3. Strong communication and interpersonal skills.

4. Problem-solving and conflict resolution abilities.

5. Proficient in using customer service software and databases.

6. Ability to work with different personalities.

7. Ability to multitask

8. Experience with computers, Google Suites, Microsoft products

9. Previous experience working with insurance claims is preferred, but not required.