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This is a remote position.
| Follow- Up & Beneficiary Support |
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Proactively reach out to signed beneficiaries to confirm receipt of their medical cards and assist with any initial setup or questions they may have. |
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Address and answer any plan-related questions, providing clear and accurate information to beneficiaries. |
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Maintain a detailed follow-up schedule to ensure timely communication and support for all assigned beneficiaries. |
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Use active listening skills to understand the beneficiaryβs needs and concerns, ensuring that all issues are addressed appropriately. |
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Escalate any complex issues or potential cancellations to the appropriate department or process, following company guidelines. |
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| Task Management and Efficiency: |
Manage and prioritize a high volume of tasks, with the goal of closing an average of 1,000 tasks per month. |
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Ensure that all tasks are completed accurately and within the required timeframes, maintaining a high standard of customer service. |
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Utilize CRM and other task management tools effectively to track progress, manage follow-ups, and close tasks efficiently. |
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| Process Adherence and Compliance: |
Follow all assigned processes and company protocols when dealing with beneficiary inquiries, adjustments, or potential cancellations. |
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Ensure compliance with regulatory requirements and company policies during all interactions with beneficiaries. |
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Document all interactions and outcomes in the CRM system accurately, ensuring that records are up-to-date and complete. |
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| Customer Satisfaction and Retention: |
Strive to provide a positive experience for all beneficiaries, aiming to resolve their issues and meet their needs in a timely and satisfactory manner. |
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Contribute to the retention of beneficiaries by offering solutions that align with their needs and preventing cancellations when possible. |
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Monitor feedback and complaints, providing insights to management on common issues or areas for improvement. |
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| Reporting and Communication: |
Provide regular updates to supervisors or managers on the status of follow-up tasks, highlighting any challenges or successes. |
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Participate in team meetings and training sessions to stay informed about any changes in processes, plans, or company policies. |
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Collaborate with other team members to share knowledge, strategies, and best practices for handling beneficiary interactions. |
| Adherence and Attendance Policy |
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| Shift Hours: The regular working hours for this position are from 9:00 AM CST to 6:00 PM mnl Time, Monday to Friday, with a maximum of one hour for breaks. |
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| Time-Off Requests: Requests for time off must be submitted at least 48 hours in advance, except in cases of emergencies or unexpected blackout periods. |
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| Sickness Reporting: Employees must report any sickness at least one hour before the start of their shift. |
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| Performance Metrics: Employees are expected to meet performance metrics, including closing an average of 1,000 tasks per month, maintaining a QA score of over 95%, and ensuring all tasks are completed within required timeframes. |
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| Attendance: Failure to adhere to the attendance policy, including three consecutive no-shows or five separate instances of unreported absences, may result in disciplinary action up to and including termination. |
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| Qualifications |
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| Experience in customer service, preferably in a call center or outbound customer support role. |
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| Strong communication skills, with the ability to provide clear and concise information. |
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| Excellent organizational skills and the ability to manage a high volume of tasks efficiently. |
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| Proficiency in CRM systems and task management tools. |
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| Ability to handle sensitive information with confidentiality and professionalism. |
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| Strong problem-solving skills and the ability to handle difficult situations with empathy and patience. |
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| Ability to work independently and as part of a team in a fast-paced environment. |
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Marcus Rivera
Chief Revenue Officer

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