Medicare Customer Service Representative - you must be an AZ health licensed agent in Medicare to do this job.

WHAT WE DO

Our Purpose is to help seniors make important insurance decisions and reach a higher level of healthiness.

We are a Medicare Insurance Sales Agency. Because we care deeply about our clients and their Medicare experience, we go to great lengths to offer continuous outstanding service and value beyond initial plan enrollment.

We currently service over 1500 clients with a target of 4000 by 2026. To reach our aggressive goal we are expanding our customer service team immediately.

Culture is top priority to us and bleeds into everything we do and who we are striving to become. We unapologetically recognize that this will be a breath of fresh air for some and nauseating for others.

OUR VALUES

We embrace the virtues of kindness, gratitude, humility, patience, and forgiveness and strive to keep our thoughts, words, and actions in alignment with these attributes.

We genuinely care - We listen to and serve people beyond what is typical in a business relationship. We strive to leave people and things better than we found them.

We face challenges with optimism - We keep our cool and don’t fold under pressure. We are solution-focused and calmly move forward with hope and confidence since we know we will figure something out.

We own it - We have an ownership mindset and take responsibility to do what it takes to get the job done. We make and keep commitments. We are focused, prioritized, intentional, efficient and diligent in our efforts and communications.

We check our egos at the door - We recognize that we don’t have all the answers and are not afraid to try new things or receive constructive feedback. We value opportunities to learn from others and from our own mistakes and leave room for others to do the same.

We build trust through open, authentic communication. We assume positive intent, listen and ask clarifying questions. We always give others the benefit of the doubt and strive to be the first to extend trust.

We believe in people and their dreams - We foster an environment where people can change by overcoming challenges and obstacles. We love to help people accomplish amazing things and become the best version of themselves.

WHY JOIN OUR TEAM

You’ll have the opportunity to impact the lives of thousands of seniors.

We are a SMALL family-owned business that is BIG on Culture, Caring and Competence! Our team members enjoy the supportive and fulfilling work atmosphere and a great work / life balance.

Our coaching / mentoring model will propel you to achieve your purpose in the company and achieve personal growth. You will have opportunities to receive industry-leading training and education.

YOUR VOICE COUNTS

Team members may own specific roles, but everyone has a say when we set goals and make plans. We value your input and experience.

EMPOWERING CULTURE

Our team believes in one another. We love to live our Values, enjoy getting to know one another and laugh together.

HIGH TRUST

We work in a transparent environment where you can be yourself. We genuinely care for one another and enjoy high levels of mutual respect.

WORK WITH GREAT PEOPLE

Be a part of a talented team where you will collaborate on fun and exciting work and excel in a highly motivating environment.

MEANINGFUL IMPACT

Be a part of something bigger than yourself and impact the world through the individuals and families we serve.

ALWAYS LEARNING

Regardless of the work experience you’ve had, as a life-long learner you will continue to expand your industry knowledge. Additionally, you will learn and be a part of a highly effective small business model that propels small businesses to greater levels of success.

WHO YOU ARE

You are completely and utterly trustworthy. Your honesty and integrity are unquestionable and those who put their trust in you have complete confidence that their trust is held sacred by you. People with trust issues need not apply. No, seriously.

You are willing to do what it takes… lift boxes, clean floors, and hold doors if that’s what it takes to get something done. No job is beneath you.

You take ownership and initiative. You don’t wait on others to fix your problems for you, and you are constantly looking for more: more to learn, more opportunities and more ways to help.

You genuinely like getting to know and collaborating with other team members. You love being part of a committed team and find it easy to get along with others. Everyone who interacts with you describes you as being positive and helpful.

You care deeply for Seniors which inspires you to understand their needs and find solutions to meet those needs. You find great satisfaction in leaving a senior with greater understanding or the satisfaction of just being heard and empathized with and educating them on their policies.

SO, WHAT WILL YOU BE DOING?

While there may be many tasks that you are responsible for as a Medicare Customer Service Representative ultimately your success in this role comes down to 3 tasks:

1. You will answer client’s Medicare questions and assist them through the resolution of any concerns. You will rewrite client policies to another more suitable plan as needed.

2. You will champion customer satisfaction through retention efforts including our Annual “Perfect Service Reviews”, Pre-Annual Election Period plan satisfaction assessment calls, etc.

3. You will support the Sales Team by consistently seeking to create additional sales opportunities by asking current clients for referrals, perform cross-selling assessments and inquiring about other professional’s clients use to leverage as Professional Referral Partners.

Beyond these Big 3 there will be additional but less priority tasks that you will also be responsible for like the following:

· You will diligently attend to the accuracy of records and process tracking to ensure efficient communication with clients and effective execution of client management & retention efforts.

· You will participate in our Annual and Quarterly Strategic Planning.

· Additionally, you will work to accomplish the company Mission, uphold Core Values, and contribute to the creation of and work diligently to achieve our Annual and Quarterly Strategic Goals.

Feel like this is in your wheelhouse? Read on!

THINGS YOU’VE DONE IN THE PAST

· Have at least 1 year of customer service experience in the Medicare field. You have shown a passion for helping seniors and exemplify the virtues of patience, kindness and caring.

· Computer literacy with such programs as: Outlook, Microsoft Office Suite, Google Docs, Sheets, Dropbox, DocuSign.

ANOTHER WAY OF DESCRIBING WHAT YOU CAN DO

Has high level written and verbal communication skills with special emphasis on listening to understand and reflect appropriate empathy

Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail

Has demonstrated proactive approaches to problem‐solving with strong decision‐making capability

Shows emotional maturity

Is a highly resourceful team‐player, with the ability to also be extremely effective independently

Has proven ability to handle confidential information with discretion, is adaptable to various competing demands, and demonstrates the highest level of client and team member service and responsiveness.

COMPENSATION & BENEFITS

· Base Salary $52k Performance Based Incentives

· Profit Sharing

· 401k

· Paid Time Off

If you feel even more excited about this opportunity after reading ALL of that, and believe you have what it takes, we want to learn more about you!

You can also stalk us at www.insurancepros.com and @csginsurancepros on FB and @csginsurancepros on LinkedIn

Job Type: Full-time

Pay: From $52,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Medicare sales: 1 year (Required)

License/Certification:

• AZ Health Insurance License (Required)

Work Location: In person