Job Information
Alliant Insurance Services Customer Service Representative II in Canandaigua, New York
Alliant Insurance is hiring a Customer Service Representative II at CareValue Senior Market Sales!
CareValue is a rapidly growing national field marketing organization (FMO) based in Canandaigua, New York, specializing in senior life and health insurance. A technology leader, CareValue provides proprietary tools to agents, including the only FMO-offered State Pharmaceutical Assistance Program (SPAP) solution in the marketplace.
https://www.carevalue.com/
SUMMARY
Provide a wide variety of highly valued support services to our external customers and our licensed insurance agents.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Promote the company's product portfolio and provide service assistance to consumers while ensuring confidentiality and controlling access to sensitive information
- Greet members/prospects that come into the office, verify PHI if applicable, and notify the appropriate team to assist
- Respond to consumer inquiries through inbound and outbound calls as well as internet inquiries to identify their need and direct them to the appropriate team
- Document conversations with members and update notes in the CRM software
- Update database(s) with returned or undeliverable mail
- Develop training guides for the team and assist new hires with training and answering questions
- Assist manager in determining if additional training is necessary
- Resolve escalated customer calls
- Participate in weekly meetings as well as in person or virtually with Manager on a weekly basis
- Regularly communicate with customers on rate changes, product offerings, new policy issuance and other notable topics
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School or GED, required
Associate's or Bachelor's Degree, preferred or equivalent combination of education and experience
Four (4) or more years of customer service, call center, or related experience
Sales and Solutions or Contact Center experience required
Minimum one (1) year of Medicare experience
Comfortable with Microsoft Office Products (Excel, PowerPoint, Outlook)
Leadership experience preferred
SKILLS
Knowledge of the general industry procedures, practices and terminology
Highly effective verbal and written skills
Skill in negotiating and problem solving to resolve internal and external conflicts
Ability to multi-task and handle a fast-paced work environment
Ability to navigate multiple electronic programs
Ability to perform and act professionally in all situations
PERKS AND BENEFITS
Health Insurance
Dental and vision insurance
401(k) with company match
Paid time off
Available the first of the month following the date of hire.
Equal Opportunity Employer; SMS participates in the E-Verify system
#LI-DR1
- Pay TypeHourly
- Min Hiring Rate$24.00
- Max Hiring Rate$28.00
- Canandaigua, NY 14424, USA
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly