Active resident Health insurance license for your state of residence (based on the resident state’s Department of Insurance requirements)
Flexibility – Ability to work a flexible schedule, including overtime, nights and weekends as needed to meet business demands (see additional details below under Work At Home Requirements)
2+ years of experience working in a virtual environment
2+ years professional experience in navigating multiple computer tools/systems/screens
2+ years of Medicare customer service experience or sales experience (virtual/telephonic preferred)
Demonstrated ability to understand and explain Medicare benefits and address the unique needs of Medicare and duel-eligible members
2 + years of recent sales experience and comfort with negotiating and overcoming objections
Sales experience in Insurance, Retail, Banking, highly preferred; Inbound sales experience a plus.
Ability to adapt and thrive in a fast-paced environment, handling an average of 30-40 inbound calls per day
Capability to maintain all state licenses and terminate prior carrier relationships as applicable.
Strong ability to work both independently and as part of a team.
This is a customer-facing role requiring your full attention. A distraction-free environment is essential.
High speed broadband cable internet service with minimum upload/download speeds of 100MB download/10MB upload. Your Internet provider-supplied device must be hard-wired to the Hartford-issued router and/or computer. To check your internet speeds, visit http://www.speedtest.net from your personal computer.
1 year or more post-secondary education OR 2 years equivalent work experience
1 year or more of customer service preferred
Must be able to work within the operational hours of 7:00 am – 7:00 pm Monday to Friday, Saturday from 8:00 am – 2:00 pm.
Beginner to intermediate level experience with MS Office – Word, Excel and Outlook.
Recognition and problem resolution for mid-to-high level customer service issues
Must be self-motivated, dependable, detail-oriented and enjoy working in a team-oriented environment.
Analytical, with a sense of urgency and the capability to take individual initiative in role when.
Must have internet connectivity that meets minimum work-from-home requirements. Requires connectivity speed that allows download at 15 Mbps and upload at 1.5 Mbps. Testing of this requirement will be included in the provided assessment testing platform.
A PC or Laptop with: • Current and supported MS Windows 11 Operating System (No Mac, Vista, Chromebook, or XP) • Processor – AMD Ryzen 2nd Generation or newer OR – INTEL i-series 8th Generation or newer with 4 or more cores and must be 2018 or newer • 8GB RAM or installed memory • 10GB of Free Hard Disk Space
Dedicated High Speed Internet: • Internet Download Speed: 10.0 MBPS • Internet Upload Speed: 5.0 MBPS • Wired Internet with a cable connection (Dial-up, Wi-Fi, Hotspots, and Satellite are not allowed)
Education and Experience: Bachelor’s degree or High school diploma/equivalent and 1-year general work experience in a call center or customer service-based environment. Knowledge of consumer lending, or new account opening in a financial setting are preferred, but not required.
Skills: Knowledge of PC applications including word and excel are required. Good organizational skills, the ability to multi-task and attention to detail are required.
Communication: Requires excellent interpersonal skills, the ability to communicate through multiple channels and the ability to listen to member needs and to advise appropriate Credit Union products and services.
High School diploma or equivalent, some college preferred
Minimum 1 years’ experience in a customer service and/or call center role; experience with high volume calls is preferred; or equivalent combination of education and experience
Prior experience working in a remote environment is a plus
1 year of experience in call center environment, insurance, sales or related field preferred.
Experience providing customer support within a high-volume, complex environment preferred.
Strong technical aptitude:
Intermediate computer skills with ability to navigate multiple systems simultaneously.
Able to troubleshoot basic issues with equipment such as headset, internet, and connectivity.
Experience with Microsoft Office suite of tools preferred.
Education Requirements
High School Diploma or equivalent required.
Other: Property and Casualty license will be required for this role. The licensing exam must be obtained within a designated number of attempts or testing window in the state(s) in which the license is acquired.
The successful candidate should have a combination of demonstrated experience and education that is equivalent to 1 year with a focus on call center, customer service or related fields.
Physical Requirements:
Regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach,
Specific vision abilities required by this job include close vision requirements due to computer work,
You have 3+ years of experience in a senior customer support role.
You have deep experience navigating + solving complex and sensitive client issues. You have a proven track record of creating amazing client experiences by communicating effectively in real time and in multiple channels, including: hand-written cards, email, chat, phone, Social and Apple Messaging for Business.
You are consistently available to work non standard business hours. Applicants need to be available until 8pm CT and have either Saturday OR Sunday availability. CS Coordinators, work a baseline schedule of Monday through Friday with rotating weekend coverage, ensuring availability to support operations as needed
You have experience consistently meeting or exceeding performance standards.
You have previous experience providing direct client support while also owning specialty program work, delivering hands-on, white-glove service to resolve complex issues, strengthen relationships, and create standout client experiences.
You have previous experience providing real-time support via Slack or other communication tools to BPO and internal teams, helping them reduce errors and improve the overall client experience.
You have experience independently assessing what decision to make with both a client and the business in mind when there isn’t an established protocol and a judgment call is needed in real-time
You have a proven track record of punctuality and consistently maintain reliable attendance, which you understand are essential in this role
You have a proven track record of punctuality and consistently maintain reliable attendance, which you understand are essential in this role