Onboarding Specialist Customer Service

Customer Onboarding Specialist

We are currently seeking motivated and detail-oriented Customer Onboarding Specialists (COS) for a project-based position running from September 2024 through December 2024. The Onboarding Specialist will be the first point of contact for our Medicare Advantage clients, helping them through the onboarding process with clarity and confidence.

The COS plays a vital role in increasing placement rates by building rapport, educating clients, resolving issues, and ensuring application accuracy. When applicable, you'll introduce Value Based Care (VBC) options and conduct Health Risk Assessments (HRAs).

These positions require strong communication skills, a customer-first attitude, and the ability to manage multiple systems and tasks simultaneously while maintaining professionalism and empathy.

Key Responsibilities:

• Make outbound calls to recently submitted applicants to offer assistance and support.
• Verify client information and application accuracy.
• Provide clear, helpful responses to inquiries about Medicare Supplement and Advantage plans.
• Ensure clients are confident and satisfied with their selected plan.
• Introduce and explain Value Based Care (VBC) options as part of the coverage.
• Navigate multiple systems while engaging with clients.
• Escalate issues or uncertainties to the original sales agent for resolution.
• Schedule follow-up calls and respond to callbacks, voicemails, and emails.
• Participate in team meetings and training sessions.
• Deliver a consistent, high-quality customer experience in every interaction.
• Perform additional duties as assigned.

Qualifications:

• High school diploma or equivalent required.
• Minimum 1 year of pre-sales or customer service experience.
• Previous experience in Medicare health insurance is preferred.
• Demonstrated passion for delivering excellent customer service.
• Strong verbal, written, and interpersonal communication skills.
• Tech-savvy and adaptable to new systems and tools.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple tasks in a fast-paced environment with strict deadlines.

Position Details:

• Project Duration: September 2024 - December 2024 (Extension possible).
• Schedule: Tuesday through Saturday, 10:00 AM - 6:00 PM.
• Pay Details: $20.00 per hour.
• Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
• Equal Opportunity Employer/Veterans/Disabled.