POLICY HOLDER & ENROLLMENTS SERVICES

TPIS•Guaynabo, PR

9d•Hybrid

About The Position

Our client is seeking for a Hybrid Holder & Enrollment Specialist Contractor. The position will be responsible for: assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually.

Requirements

High school diploma/GED required; BA preferred.
Bilingual in English/Spanish
Must have WIFI or ideally, the ability to be plugged in.
Strong organizational and time management skills.
Strong communication, interpersonal, and internet skills.
High level of accuracy and attention to detail.
Ability to multitask and prioritize.
Capable of understanding and following instructions in different formats.
Adaptable to following instructions given verbally or in writing.
Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience
Strong numerical ability for accurate calculations.

Nice To Haves

Experience in enrollment-based work environment.

Responsibilities

Handling questions, issues and providing detailed information on requirements and processes.
Scheduling meetings with applicants.
Handle incoming phone calls, emails, and other correspondence.
Ensuring that applications are completed correctly and that the required supporting materials have been provided.
Entering, updating, and reviewing data and records.
Providing guidance to applicants and prospective candidates.
Corresponding with applicants and prospective candidates.
Processing enrollments.
Assisting with billing and payment processing.
Performs other job-related duties and projects as needed.
Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc.
Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail.
Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty.
Prepares and organizes file documentation.
Prepares and submits reports as directed by supervisor.
Processes various requests from policy owners, associates, and other departments.
Prepares and organizes file documentation.
Maintain and data entry to database.
Research and update customer information in system.
Research accounting history.
Performs other related duties as required and assigned by PHS supervisor.