Licensed Life/Health/Medicare Customer Service Representative
About The Position
At Insurance Lounge, the mission is to make insurance easier to purchase and understand for consumers. Customer Service Representatives are on the front lines of that mission. Insurance Lounge is the first interactive retail insurance store, combining the ease of online insurance shopping with the advantages of a traditional office. This unique hybrid model offers unmatched benefits, including being open 7 days a week, having no-commission salespeople, providing access to quotes from over 100 insurance companies, and offering flexible shopping options where clients can shop independently or with a licensed agent. Insurance Lounge is also noted as one of the nation’s fastest-growing insurance agencies.
Requirements
- Client-facing customer service experience, preferably in life, health or Medicare insurance
- Valid Life and Health Oregon insurance license and prior licensed insurance experience
- Proficiency in multitasking in a fast-paced, deadline-driven environment
- Familiarity with Medicare Advantage (Part C), Medicare Supplement (Medigap), and Part D prescription drug plans
- Understanding of CMS rules and compliance requirements, including documentation and communication standards
- Competence with MS Office, CRM systems, and multi-line phone systems
- Aptitude for prioritizing workloads and managing high-volume calls/walk-ins
- Capacity to work independently and complete tasks efficiently
- Expertise in explaining life, health, Medicare coverage details and making recommendations to an older demographic
- Knowledge of HIPAA privacy requirements and safe handling of sensitive health information
- Patience, empathy and strong communication skills
Responsibilities
- Respond to client requests online and by phone professionally and promptly
- Assist agents with appointments, renewals, and new sales
- Conduct outreach to current and prospective clients
- Maintain accurate client records in the database
- Address day-to-day client questions and issues related to life, health, Medicare coverage, eligibility, enrollment, and billing
- Produce high-quality informational materials for clients
Benefits
- Competitive Hourly Wage
- We pay for your medical, dental, and vision insurance
- Retirement plan with company match!
- Group health, dental, and vision insurance
- Career progression track
- Generous vacation and sick pay
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
