Primary responsibilities include making follow-up calls to clients from an automated dialer and corresponding with clients and vendors via email to answer questions, recover applications, and medical paperwork for underwriting. You will be assigned a group of agents and responsible for follow-up on the sales that each agent makes.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
High School Diploma or general education degree (GED); and one year experience in a customer service and/or call center background.
High level of knowledge and skill with MS Excel, MS Word and PDF formatted files
Ability to communicate effectively (verbally and written) with clients, team members and leadership
Ability to read and interpret documents such as rules, instructions and procedure manuals
Ability to write routine reports and correspondence
Ability to speak and write effectively with clients, team members and company leadership
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision to read a computer screen and various documents. While performing the duties of this job, the employee is frequently required to sit and use hands and fingers for keyboarding or similar use of hands. The employee is required to talk and hear and occasionally required to reach with hands and arms.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Work is performed in a typical office environment. The noise level is usually moderate.