Customer Service Representative - Benefits Counselor jobs in United States
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Sciata · 4 days ago

Customer Service Representative - Benefits Counselor

Sciata is a company committed to enhancing the health, wealth, and careers of clients and their employees. They are seeking a Customer Service Representative - Benefits Counselor to support their operations, handling customer inquiries and assisting with enrollment in various life and health products.

Software

Responsibilities

Handle inbound telephone calls and document all interactions in SalesForce
Respond to both standard and more difficult customer inquiries regarding various products and services via the phone or email
Research customer inquiries and follow up with customers as needed via email or outbound phone calls
Respond formally to correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response to the customer
Request additional/missing information from the customer via written or verbal communication
Document client issues and escalate issues to appropriate parties to resolve
Ability to troubleshoot basic website errors/questions
Assist with enrolling customers in various life and health products
Ability and flexibility of working a scheduled day
Assisting customer with payments and payment related questions
Assisting customers with the claims and claims related processing

Qualification

LifeHealth LicenseCustomer Service ExperienceMS Office SuiteBilingual SpanishBilingual EnglishBasic Computer TroubleshootingCall Center ExperienceGroup Universal Life ExperienceMedicalDentalVision ExperienceAccidentCritical Illness ExperienceCommunication Skills

Required

Must hold an active Life and Health License
Must be licensed in at least 3 of these: CA, MI, NY, IN, FL, MA
HS diploma or equivalent
At least 1 year of proven customer service or sales experience
At least 6 months of experience using MS Office Suite (Word, PowerPoint, Excel)
Basic computer troubleshooting skills
Strong oral and written communication skills

Preferred

Bachelor's degree
Prior call center experience
Bilingual (Fluent in Spanish and English, both written and verbal)
Currently hold an active Life and Health License
Previous experience with Group Universal Life, Medical, Dental, Vision, Accident or Critical Illness products

Benefits

Paid training

Company

Sciata

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Sciata provides specialists and custom software & analytics to accelerate change within organizations.​

Funding

Current Stage
Growth Stage

Leadership Team

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Ian Thurbon
Chief Executive Officer
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Rajesh Kumar
CTO
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Company data provided by crunchbase