Role Description
The Licensed Agent Seasonal is responsible for connecting with our clientβs existing and potential members/customers while working on projects requiring strong customer service and sales skills to assist members and customers with plan modifications, updates, clarifications, and/or escalations to deliver best-in-class customer service to drive member engagement and retention.
-
Processing various incoming and outgoing phone calls for assigned clients and programs focused on customer service and/or sales in accordance with policies, procedures, quality standards, and federal laws and regulations.
-
Call processing includes but is not limited to:
-
Uncovering member concerns
-
Presenting solutions
-
Processing enrollment applications
-
Overcoming member objections
-
Transitioning between script elements
-
Asking for sales
-
Obtaining, entering, and verifying member information (e.g. names, addresses, etc.)
-
Answering questions
-
Resolving issues and providing Member service
-
Depending on client requirements, either present offers by reading scripted presentations verbatim or paraphrasing and customizing the presentations based off product summary information.
-
Maintain strict confidentiality of information provided by customer or data accessed within assigned systems.
-
Ability to handle member/customer inquiries and escalate as appropriate to supervisor those situations outside the Agentβs control.
-
Maintain all licensing and continued education requirements.
Qualifications
-
Establish and maintain a professional relationship with internal/external customers, team members and department contacts.
-
Maintain excellent product knowledge regarding product offers, pricing and upsells.
-
Ability to manage multiple channels of communication, including inbound and outbound phone, email, chat and paper.
-
Ability to move between varying types of inquiries within the same shift.
-
Possess a command of the English language with strong written and verbal communication and rapport building skills.
-
Absorb new information and have the flexibility to adapt to new processes rapidly.
-
Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education.
-
Ability to multitask across multi-functional work.
-
Aptitude for understanding details of insurance or complex information.
-
Takes initiative and demonstrates active listening and strong problem-solving skills.
-
Demonstrating sustained confidence and resilience during challenging interactions with the ability to de-escalate as needed.
Requirements
-
High School diploma or GED required; additional education may be required based on individual projects and/or locations assigned.
-
Must have ability to be licensed and appointed by assigned client in all operating jurisdictions.
-
Minimum one year of telemarketing, appointment setting experience, one year of Customer Service experience solving customer problems and/or one year of experience in an office setting environment using the telephone or computer as the primary instruments to perform specific job duties.
-
Strong consultative service and/or sales background.
-
Experience using Internet, Window applications (Word, Excel) and email services (Outlook).
-
Based on program assignment, including project and/or location of project assigned, may need to be bilingual in English, Spanish, French, or other languages as designated.
Benefits
-
Medical, dental & vision
-
401(k)/Roth
-
Insurance (Basic/Supplemental Life & AD&D)
-
Short and long-term disability
-
Health & Dependent Care Spending Accounts (HSA & DCFSA)
-
Transportation benefits
-
Employee Assistance Program
-
Time Off/Leave (PTO, Vacation or Sick Leave)