Eligibility Lead Representative

Job Role: Eligibility Lead Representative
Location: Berkeley, MO (100% Remote)
Duration: 03+ months (Possible Extension)

Schedule notes: Must be available to work evenings, weekends and holidays and commit to and adhere to a phone schedule and shift. Standard shifts are anywhere between 8:00am and 8:00 pm all time zones and are subject to change based on staffing and business needs.

Job Summary:
The Conservation Specialist is a licensed insurance sales agent that is responsible for retaining existing customers who are calling to cancel plans. This will include, but not limited to, assisting customers with applying for new coverage within the client industry.

Responsibilities:

Receive calls from existing customers looking to cancel their current policy and assess /identify the reason for the cancellation request.
Conduct a needs assessment to determine options to address customer's cancellation reasons.
Outbound calls to existing customers.
Successfully upsell/cross sell existing customers as available.
Participate in other assigned Sales Team projects as needed.
Provide feedback and guidance on market nuances, marketing campaigns and plan operations.
Attending internal Sales Meetings, Training's and other company events as requested.
Other duties as assigned.

Skills:

Working knowledge of the health insurance industry
Understanding of the various Client Medicare products

(Medicare Advantage, Medicare Supplement, Part D, Ancillary)
Able to work independently and in a team setting.
Possess an active Life and Health insurance license.
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.
Excellent verbal and written communication skills, including oral presentation.
Strong organizational skills with an attention to detail
Working knowledge of Microsoft Office, Salesforce

Education:

High School Diploma

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