Client Experience Representative
MediConnect is a top-rated healthcare advisory firm in Pennsylvania, recognized for its rapid growth and exceptional service. They are seeking Client Experience Representatives to provide ongoing support and education to clients regarding health insurance and Medicare benefits.
Responsibilities
- Provide ongoing support to existing MediConnect clients
- Conduct client follow-ups and scheduled benefit reviews
- Assist with incoming calls for client experience and main office lines
- Maintain accurate and organized client records in our CRM system
- Educate clients on available benefits, resources, and plan options
- Identify potential referral opportunities and route them to the sales team when appropriate
- Assist during high-volume periods such as the Annual Enrollment Period (AEP)
- Assist in on-going client initiatives
- Participate in team meetings, training sessions, and continuing education
- Handle confidential client information in compliance with HIPAA and data privacy regulations
Skills
- Strong verbal communication and listening skills
- Positive and professional phone presence
- Patience – the ability to work with our client base, take time, and listen to their needs
- Ability to multitask and manage time effectively
- Comfortable working with multiple computer systems and software platforms
- Strong attention to detail and organizational skills
- Team-oriented mindset with a desire to make a meaningful impact
- Obtain and maintain a Pennsylvania Health & Accident Insurance License, as well as additional states
- Complete required annual carrier certifications
- Customer service or client support
- Healthcare, insurance, or administrative roles
- Call center or office-based experience
- PA Health & Accident Insurance License
Benefits
- 401(k)
- On-the-job training
- Paid time off
- Professional development assistance
Company Overview