NationsBenefits · 2 weeks ago
Prospective Member Customer Service Representative
NationsBenefits is focused on improving member outcomes through advanced financial technology and supplemental benefits management. They are seeking highly motivated individuals to join their Customer Service Team, primarily responsible for handling inbound and outbound calls related to Medicare Advantage products.
Responsibilities
Handle inbound calls from prospective members for Medicare Advantage plans by following approved script
Make outbound calls to prospective members that have requested a callback
Enter prospective member information into company’s Customer Relationship Management System (CRM) in an accurate and compliant manner
Follow approved script to determine the prospective member’s eligibility for Medicare Advantage plans and update CRM system accordingly
Warm Transfer prospective members to designated telesales team(s)
Obtain approved agreement (Scope of Appointment) from prospective members verbally that want a home appointment by following approved script and documenting it in CRM system
Inform prospective members of available seminars and register them as needed through the CRM system accordingly
Fulfillment of informational kits as requested by prospective members through the CRM system
Follow all Federal, State, Cirrus and Clients policies and procedures
Qualification
Required
High school diploma or general education degree (GED)
Must have some call center experience
Customer Focus
technology savvy
Customer Service
Data Entry Skills
Listening
Phone Skills
Verbal Communication
Building Relationships
People Skills
Interpersonal Savvy
Problem Solving
Multi-tasking
Company
NationsBenefits
NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions.
Funding
Current Stage
Late StageRecent News
2025-09-04
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