Job Details

Job Description:

Our client is seeking for a Hybrid Holder & Enrollment Specialist Contractor. The position will be responsible for: assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually.

Essential Job Duties:

• Handling questions, issues and providing detailed information on requirements and processes.
• Scheduling meetings with applicants.
• Handle incoming phone calls, emails, and other correspondence.
• Ensuring that applications are completed correctly and that the required supporting materials have been provided.
• Entering, updating, and reviewing data and records.
• Providing guidance to applicants and prospective candidates.
• Corresponding with applicants and prospective candidates.
• Processing enrollments.
• Assisting with billing and payment processing.
• Performs other job-related duties and projects as needed.
• Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc.
• Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail.
• Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty.
• Prepares and organizes file documentation.
• Prepares and submits reports as directed by supervisor.
• Processes various requests from policy owners, associates, and other departments.
• Prepares and organizes file documentation.
• Maintain and data entry to database.
• Research and update customer information in system.
• Research accounting history.
• Performs other related duties as required and assigned by PHS supervisor.

• High school diploma/GED required; BA preferred.
• Bilingual in English/Spanish
• Must have WIFI or ideally, the ability to be plugged in.

• Experience in enrollment-based work environment.

• Strong organizational and time management skills.
• Strong communication, interpersonal, and internet skills.
• High level of accuracy and attention to detail.
• Ability to multitask and prioritize.
• Capable of understanding and following instructions in different formats.
• Adaptable to following instructions given verbally or in writing.
• Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience
• Strong numerical ability for accurate calculations.