Licensed Health Insurance Sales Agent
at Qualfon

Date Posted: 10/5/2019

Job Description

Job Summary

Main objectives and duties:

1. Call Handling.

  • Resolves product or service problems by accurately understanding the customer’s issue.
  • Determine the cause of the problem, selecting the best solution to the problem and explaining to the customer the resolution
  • Answer product and/or service questions or concerns
  • Troubleshoot technical issues using all available tools
  • Process customer orders and purchase of products and services
  • Escalate to appropriate departments to expedite resolution of customer’s issue
  • Provide exceptional customer service experience

2. Complete Documentation

  • Create or update customer information in the client database during and after each call
  • Create accurate record of every customer transaction or interaction accurately, timely and professionally.
  • Update customer information following the established client guidelines
  • Comply to client and PCI guidelines in handling customer information

3. Adherence to established internal and client guidelines.

  • Maintain a high level of professionalism when dealing with customers and clients
  • Establish positive relationship with every customer
  • Follow established weekly work schedules
  • Provide timely feedback to noticeable patterns of customer concerns

4. Career Path and other account trainings.

  • Attend upskill trainings to enhance skills applicable to tier level
  • Attend scheduled bucket trainings to stay updated on product & service information including technical troubleshooting procedures
  • Be receptive on any changes in company and client policies

5.  Performance Results (Minimum of 70%).

  • Adheres to operation/tier level performance goals
  • Meets minimum goal of 70% on performance scorecard
  • Adheres to client Zero Tolerance Policy (ZTP)
  • Zero client audits

Qualifications and Skills

• Valid Texas Health Insurance License

• High school diploma or GED required

• Typing speed of 25 WPM with 90% accuracy required

• Minimum one year previous customer service/sale experience required and/or 2 years call center experience required

• Previous work experience with Windows Web-based applications required

• Prior experience in the health care/insurance industry and/or with prescription drug plans, Medicare or medical terminology preferred

• 6 months to 2 years prior experience

• Professional appearance, dependability and flexibility required

• Excellent communication, problem-solving, listening and interpersonal skills required

• Ability to speak and write the English language clearly and audibly using correct grammar required.

• Action-oriented, ability to implement defined objectives and act independently required.

• Self-motivated, able to work with limited supervision, takes ownership of every situation, and follows through to full resolution

Job Snapshot

About Us

Your Qualfon career starts right here. Qualfon is growing and we are seeking individuals that are looking to grow with us. Our foundation is our people and they are the primary reason we exist… to create opportunity. Opportunity for a new job, opportunity to have a fun and respectful work environment, opportunity to receive the support that you need both personally and professionally to grow in your own life’s vocation, and the opportunity to be a part of something bigger… the Qualfon family and the communities in which we live and work.

Join the Qualfon Talent Network today and stay up-to-date on our openings as they continue to become available!

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