Customer Onboarding Specialist
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About The Position
The Customer Onboarding Specialist (COS) is responsible for making outbound and receiving inbound calls to primarily our Medicare Advantage clients. The primary focus of the position is to increase our placement rate. Hence, the role requires the ability to build rapport, educate our clientele, answer questions clearly, and focus on issue resolution. The COS also must be able to ensure that our clients’ applications are completed accurately. Lastly, the COS is responsible for conducting a Health Risk Assessment (when applicable) with our clients. Due to the nature of this business, the position may require the COS to make calls and efforts outside the intended scope of the role. This position is detail oriented, requires effective time management, and relies on delivering an exceptional customer experience.
