Job Description
HealthPlanOne 's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today. At Health Plan One, we are dedicated to providing exceptional support and care to our clients. Our mission is to ensure that our clients receive the best possible service, resources, and benefits available to them. We believe in making a positive impact on the lives of those we serve, and we are looking for individuals who share this passion. We are seeking a motivated and compassionate Customer Service Representative (CSR) to join our team. The CSR will play a crucial role in our Retention Calls, Health and Resource Assessment (HRA), and Enrollment Verification (EV) initiatives. This role requires excellent communication skills, a customer-focused attitude, and the ability to navigate complex situations with empathy and professionalism. Key Responsibilities Retention Calls: Reach out to current clients to address their questions and needs. Focus on the 3 R’s of customer loyalty: retention, related sales, and referrals. Provide exceptional service to retain customers and encourage word-of-mouth marketing. Health and Resource Assessment (HRA): Conduct thorough assessments to maximize the resources available to clients. Identify and provide additional benefits that clients may qualify for. Document and share impactful stories of client assistance on SharePoint under the "Make A Difference" folder. Collaborate with carriers to acknowledge and celebrate these success stories. Enrollment Verification (EV): Conduct Enrollment Verification calls with the following objectives: Verify that the customer understands the plan they enrolled in and its start date. Ensure accurate contact information is on file and capture the customer's email address. Confirm that the Agent of Record (AOR) has reviewed the customer's doctors and medications.
