AEP Conservation Job Role Description
remote in any state except, NY, CA, HI or AK
Job Summary:
The Conservation Specialist is a licensed insurance sales agent that is responsible for retaining existing customers who are calling to cancel plans. This will include, but not limited to, assisting customers with applying for new coverage within Client Healthcare. The Conservation specialist is also responsible for assisting Under 65 customers (U65).
Duties and Responsibilities:
Receive calls from existing Medicare Supplement customers looking to cancel their current policy and assess /identify the reason for the cancellation request.
Conduct a needs assessment to determine options to address customerᅡᆲ ツ テᆱs cancellation reasons.
Outbound calls to existing customers as part of a Wellness Check.
Successfully upsell/cross sell existing customers as available.
Participate in other assigned Sales Team projects as needed.
Provide feedback and guidance on market nuances, marketing campaigns and plan operations.
Other duties as assigned.
Maintain knowledge of all products, processes, and procedures.
Consistently maintain a positive attitude and professional demeanor.
Participate in meetings and required trainings.
Maintain active license and appointment in all Healthspring Medicare markets.
Ability to work weekends, holidays, and rotating shifts in accordance with CMS guidelines.
Ability to work OT as business requires.
Ability to multi task between multiple systems.
QUALIFICATIONS
Adaptable, flexible, and ability to manage through change.
Bachelorᅡᆲ ツ テᆱs Degree preferred.
Goal oriented and personally accountable; resourceful and self-directed.
Demonstrate effective communication (written and verbal), interpersonal skills and fosters a team environment.
Excellent listening and interpersonal communication skills.
Ability to effectively organize, prioritize, multi-task and manage time.
Demonstrate accuracy and productivity in a fast-paced environment.
POSITION REQUIREMENTS
Ability to work in a high-volume call center environment.
Experience with technology includes high level use of laptops, camera and desk phones.
Demonstrate ability to leverage Script, Tools & Technology.
Cable broadband or Fiber Optic with internet speeds of at least 10 Mbps download and 5 Mbps upload.
Holds current license in residential state, or ability to obtain within 90 days.
Accurate data entry skills and attention to detail.
Experience performing valuable Needs Analysis to understand Customer needs.
Excellent verbal and written communication skills.
Proficiency in navigating Microsoft Office Suite: Outlook, Excel, Word, Teams.
Excellent time management, organizational, and prioritization skills.
Ability to work independently.
Adhere to compliance requirements.
Understanding of the various Healthspring Medicare products (Medicare Advantage, Medicare Supplement, Part D, Ancillary)
Strong telephone verbal and listening skills.
Ability to work in a fast-paced environment.
Dedication and commitment to exceptional customer service when selling and servicing our customers.
Must be available to work evenings, weekends and holidays and commit to and adhere to a phone schedule and shift. Standard shifts are anywhere between 8:00am and 8:00pm all time zones and are subject to change based on staffing and business needs.
Dedication and commitment to exceptional customer service when selling and servicing our customers.
Education and Experience:
High School Diploma or GED required.
1 to 2 years of sales/servie experience
At least two years telephonic experience.
Active Health Insurance License.
Preferred Requirements:
Bachelor’s Degree
Call Center Experience during AEP.
Experience in or understanding Medicare Advantage and Medicare Supplement Products and/or Healthcare insurance industry.