Customer Advocate I

Jobtailor

Rogers (AR)

On-site

USD 35,000 - 48,000

Full time

14 days+

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Job summary

Jobtailor in United States (Arkansas) is seeking a detail-oriented Customer Service / Sales Administration professional for the insurance sector. You will handle high-volume inquiries, assist with enrollment, and promote products while ensuring compliance and confidentiality.

The role emphasizes licensing (Life & Health) and CMS certification, with strong communication skills and the ability to work independently or in a team.

Qualifications

  • Minimum three years’ experience in customer service or sales administration, preferably in insurance, a health insurance agency, or a provider’s office.
  • Arkansas Health and Life Insurance License preferred; if not previously held, must pass both health and life exams within three months after coursework is assigned.
  • Exchange producer license preferred
  • CMS certification for senior products preferred
  • Arkansas Insurance License Life & Health certification

Responsibilities

  • Answer high-volume calls from members, providers, agents, and billing services
  • Provide timely, accurate, and courteous responses to inquiries
  • Build working relationships with contacts and resolve issues
  • Consult prospects on individual product and coverage options
  • Assist customers with completing coverage applications
  • Promote all products sold by the enterprise
  • Establish premium payment arrangements
  • Accept and process premium payments
  • Provide enrollment, membership, benefits, and claims information for group and individual products
  • Stay informed of changes in benefits, regulations, and guidelines
  • Support retail sales representatives
  • Comply with retail dress and appearance standards and work retail hours
  • Perform other duties as requested

Skills

Customer Service
Sales Administration
Premium Payment Processing
Coverage Application Assistance
Benefits Information
Claims Information
Regulatory Compliance
Product Promotion
Enrollment Support
Record Security
Oral Communication
Written Communication
Professional Judgment
Organization Skills
Team Collaboration

Education

Arkansas Health and Life Insurance License
Exchange Producer License
CMS Certification for Senior Products
Arkansas Insurance License Life & Health Certification

Tools

Microsoft Word
Excel

Job description

  • Answer high-volume calls from members, providers, agents, and billing services
  • Provide timely, accurate, and courteous responses to inquiries
  • Build working relationships with contacts and resolve issues
  • Consult prospects on individual product and coverage options
  • Assist customers with completing coverage applications
  • Promote all products sold by the enterprise
  • Establish premium payment arrangements
  • Accept and process premium payments
  • Provide enrollment, membership, benefits, and claims information for group and individual products
  • Stay informed of changes in benefits, regulations, and guidelines
  • Support retail sales representatives
  • Comply with retail dress and appearance standards and work retail hours
  • Perform other duties as requested
Requirements
  • High school diploma or equivalent
  • Minimum three years’ experience in customer service or sales administration, preferably in insurance, a health insurance agency, or a provider’s office
  • Arkansas Health and Life Insurance License preferred; if not previously held, must pass both health and life exams within three months after coursework is assigned
  • Exchange producer license preferred
  • CMS certification for senior products preferred
  • Arkansas Insurance License Life & Health certification
  • Proficiency using Microsoft Word and Excel
  • Customer service, problem-solving, oral and written communication, interpersonal communication, professional judgment, and organization skills
  • Ability to work independently or with a team
  • Ability to maintain security and confidentiality of records and information
  • Ability to adhere to segregation-of-duties guidelines
Core Competencies

Demonstrates expertise in customer service and sales administration within the insurance sector, with a strong focus on effective communication, problem-solving, and maintaining confidentiality. Proficient in processing premium payments and providing accurate information on products and benefits.

Highest-signal resume keywords
  • Customer Service Experience
  • Insurance License (Health & Life)
  • Proficiency in Microsoft Word and Excel
  • Problem-Solving Skills
  • Interpersonal Communication
ATS Optimization Keywords
Hard Skills
  • Customer Service
  • Sales Administration
  • Premium Payment Processing
  • Coverage Application Assistance
  • Benefits Information
  • Claims Information
  • Regulatory Compliance
  • Product Promotion
  • Enrollment Support
  • Record Security
Soft Skills
  • Oral Communication
  • Written Communication
  • Professional Judgment
  • Organization Skills
  • Team Collaboration
Certifications & Qualifications
  • Arkansas Health and Life Insurance License
  • Exchange Producer License
  • CMS Certification for Senior Products
  • Arkansas Insurance License Life & Health Certification
Industry Keywords
  • Health Insurance
  • Insurance Agency
  • Provider's Office
  • Retail Sales
  • Segregation of Duties
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