Customer Service Representative Health Insurance

Alliant Insurance Services; North Charleston (SC); On-site; USD 32,000 - 45,000; Full time

Job summary

Alliant Insurance Services in South Carolina seeks a Customer Service Associate to develop insurance leads and promote the company’s product portfolio via phone and internet to support revenue growth.

The role involves handling inbound and outbound calls, delivering scripts, responding to inquiries, and maintaining the Lead Advantage System with accurate notes; collaboration on special projects may be required.

Qualifications

• High School Diploma or GED.
• One (1) or more years Customer Service experience.
• Customer service or call center experience.
• Strong verbal and written proficiencies of the English language.

Responsibilities

• Place and receive outbound and inbound calls related to the development of insurance leads.
• Promote the company's product portfolio and provide service assistance to consumers.
• Respond to consumer inquiries through calls and internet inquiries.
• Deliver prepared scripts to prospects and leads to generate qualified prospects for a Licensed Agent.
• Maintain documentation of consumer contacts with detailed notes.

Skills

Customer service

Outbound calls

Communication

English proficiency

Time management

Org. skills

Problem solving

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Adobe Acrobat

MS Outlook

Job description

SUMMARY

Responsible for providing a wide variety of support services, including the development of valuable leads for insurance and insurance related products, and to promote the company's product portfolio via the telephone and internet to support the organization to increase company revenue and profit.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Customer Service: Place and receive outbound and inbound calls related to the development of insurance leads. Promote the company's product portfolio and provide service assistance to consumers; Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries. Deliver prepared scripts to prospects and leads with the intent of delivering a qualified prospect or lead to a Licensed Agent. Communicate with consumers regularly regarding rate changes, new product offerings, additional product information, and new policy issuance. Monitor compliance with program reporting rules and service requirements. Update and maintain proprietary Lead Advantage System in accordance with policies and procedures. Document each and every consumer contact with detailed notes;

Special Projects: Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management;

Performs other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High School Diploma or GED

One (1) or more years Customer Service experience

Customer service or call center experience

Strong verbal and written proficiencies of the English language

SKILLS

Working knowledge of insurance services industries

Knowledge of the general industry procedures, practices and terminology

Skill in working effectively with inbound and outbound callers/customers

Skill in negotiating and problem solving to resolve internal and external conflicts

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.

Skill in the use of time management and organization skills

Skill in maintaining effective working relationships with all customers, employees and the general public

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)

Ability to communicate effectively, both orally and in writing, in a constructive manner

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations

Ability to engage in effective interpersonal interaction, verbal communication and written communication

Ability to persuade

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to read, write and communicate English effectively

Ability to maintain all company policies, including all confidentiality and safety policies

Ability to actively contribute to team effort

Ability to work independently, exercise independent judgment, make and execute decisions

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame