Customer Onboarding Specialist (COS)
Overview: As a Customer Onboarding Specialist, you will be pivotal in enhancing our Medicare Advantage clients' experience through outbound and inbound calls. Your main objective is to improve our placement rate by building rapport, educating clients, addressing their inquiries, and resolving issues. You will ensure accurate application completion, offer Value Based Care (VBC) options when applicable, and conduct Health Risk Assessments. Attention to detail, effective time management, and exceptional customer service are key components of this role.
Essential Duties:
- Conduct outbound calls to assist clients with recently submitted Medicare Advantage applications.
- Verify and correct client information on applications.
- Answer a range of Medicare Supplement/Advantage questions.
- Ensure client satisfaction with selected plans.
- Perform Health Risk Assessments (HRA) and introduce Value Based Care (VBC) as appropriate.
- Navigate multiple systems during calls and manage case documentation in Salesforce.
- Create cases for sales agents if client issues arise.
- Schedule follow-up calls and respond to client communications.
- Meet departmental goals and KPIs.
- Participate in team meetings and training sessions.
- Maintain a positive, empathetic, and professional attitude in all customer interactions.
- Perform additional duties as assigned.
Key Qualifications:
- Strong communication skills and customer service orientation.
- Ability to manage multiple tasks and systems simultaneously.
- Detail-oriented with effective time management skills.
- Experience with Salesforce or similar CRM systems is a plus.
Requirements-
High school diploma or equivalent
Pay Details: $18.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance