Customer Service Quality Assurance Ancillary Benefits Advisor

Customer Service Quality Assurance Ancillary Benefit Advisors are responsible for phone sales, following up on prospects, assisting with enrollment forms, responsible for first check of quality of applications for outside and inside sales, handle Patient Liability verification, handle social security and Medicaid number verification and customer concerns or complaints as applicable.  *Note:  End of month hours/days worked will change on a monthly basis.

• First check of the quality of all paper, faxed and emailed applications
• Have exceptional customer service when dealing with questions or complaints about enrollment
• Administrative task pertaining to Inside sale’s applications
• Verification of PL, SSN and Medicaid numbers
• Support inside sales team
• Inbound calls
• Sourcing new sales opportunities and establishing leads through outbound calls, emails and follow up.
• Must have Health Insurance license within 45 days of employment.
• Develop sales opportunities by researching and identifying potential sales, soliciting new leads and building relations.
• Understand and maintain awareness of customer needs, qualifications and requirements.
• Assess competitors by analyzing and summarizing competitor benefits then identifying sales opportunities.
• Route customers to the appropriate departments for further development and resolution.
• Educate family members and guardians on the benefits available to those residing at the facilities we service.
• Responsible for handling customer inquiries promptly and effectively in a fast-paced, team-oriented environment.
• Maintains and improves quality results by following standards; recommending improved policies and procedures.
• Maintain job knowledge by studying pertinent laws and differing state requirements; participating in routine educational requirements by law.
• Maintains equipment and systems by troubleshooting, reporting and tracking problems.
• Travel up to 25% of the time.
• Completes pre-calls to responsible parties for nursing home residents to inform them of the benefit programs.
• Follow up to make sure prospects have received materials sent to them.
• Assist with enrollment forms when needed and answer any questions from prospects.
• Maintains strong knowledge of company services provided to customer.
• Actively supports and complies with all components of the Company compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
• Maintains confidentiality of all information; always abides with HIPAA and PHI guidelines.
• To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager.  
• Reacts positively to change and performs other duties as assigned.

• BA/BS degree or equivalent work experience preferred; High school diploma required.
• 2+ years of inside sales experience (phone sales preferred)
• Accident and Health Insurance License preferred, but not required.
• Proven inside sales experience preferred with established track record of over-achieving quotas.
• Strong phone presence and experience making multiple calls per day.
• High attention to detail and strong customer service skills.
• Excellent verbal, written and listening communication skills.
• Ability to multi-task, prioritize and manage time effectively.
• Strong computer skills required.
• Familiar with Salesforce or similar CRM.
• Demonstrated success with health insurance sales.

We will only employ those who are legally authorized to work in the United States. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen.