Customer Service Consultant, Operations
About The Position
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Responsible for using multiple systems to complete data entry, review, quality assurance, issuance of and respond to emails on new applications. Fundamental Components included but are not limited to: Review new business applications for accuracy and timeliness (case mgmt.). Collaborate with distribution partners to obtain missing application information. Monitor shared email box for reissue requests and complete additional applications for data entry. Collaborate with Underwriting with additional information for application reissues and to ensure all information is gathered and application is complete for final decision. Offer Outbound Call Support to answer agent inquiries. Perform quality assurance on new applications and policy file for issuance and accuracy.
Requirements
- Minimum of one (1) year of administrative experience, preferably in quality review or a related field.
- Minimum of one (1) year of data entry experience with a demonstrated commitment to accuracy.
- Minimum of one (1) year of customer service experience.
- Proficiency with Microsoft Office applications, including Teams, Excel, PowerPoint, and Outlook.
- Exceptional attention to detail and commitment to accuracy.
- Strong sense of accountability and ownership, with the ability to manage multiple tasks in a fast‑paced environment.
- Ability to work a hybrid schedule; candidates located near an office are expected to be onsite Tuesday through Thursday.
Nice To Haves
- Experience in a healthcare or related environment
- Self‑directed with the ability to work independently
- Demonstrated problem‑solving and execution skills
- Strong critical thinking and analytical abilities
Responsibilities
- Review new business applications for accuracy and timeliness (case mgmt.).
- Collaborate with distribution partners to obtain missing application information.
- Monitor shared email box for reissue requests and complete additional applications for data entry.
- Collaborate with Underwriting with additional information for application reissues and to ensure all information is gathered and application is complete for final decision.
- Offer Outbound Call Support to answer agent inquiries.
- Perform quality assurance on new applications and policy file for issuance and accuracy.
Benefits
- This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
- The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
- Additional details about available benefits are provided during the application process and on Benefits Moments.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
