Job Summary
The Medicare SPOT is looking for a dependable, organized and self-motivated Customer Service & Sales Coordinator to join our team in Smyrna.
This is an important front-office position for someone who enjoys helping people, can manage multiple priorities, communicates professionally and is comfortable working independently.
You do not need previous Medicare experience. We are willing to train the right person who brings strong customer-service skills, attention to detail, follow-through and a willingness to learn.
This position supports our Medicare clients, licensed brokers and agency leadership and plays a key role in keeping our client service and sales processes organized and moving forward.
Key Responsibilities
- Answer incoming telephone calls and assist walk-in clients
- Serve as a professional gatekeeper for the agency and help direct client needs appropriately
- Complete new-client intakes and gather required information
- Assist with compliant Scope of Appointment forms
- Collect and maintain prescription, pharmacy and healthcare-provider information
- Enter and maintain accurate client notes and activities in AgencyBloc CRM
- Conduct financial-assistance screenings and help clients with appropriate resources and follow-up
- Review and manage carrier portal notifications, messages and client-service items
- Provide day-to-day customer service to Medicare clients
- Manage calendar, appointments and scheduling
- Support licensed Medicare brokers with administrative and client-service needs
- Order, maintain and organize Medicare sales kits and marketing materials
- Make new-client welcome and onboarding calls
- Complete client follow-up calls
- Make birthday calls to clients
- Conduct client-retention and relationship-building calls
- Assist with Medicare sales and retention projects throughout the year
- Help prepare for busy Medicare enrollment periods
- Complete other tasks or special projects as assigned or as needed
Our Documentation Standard
We take client documentation seriously:
“If it is not documented, it did not happen.”
The person in this position must be comfortable documenting calls, conversations, follow-up items and completed activities accurately and consistently in our CRM.
The Person We're Looking For
You may be a great fit if you are:
- Friendly, professional and comfortable speaking with clients by phone and in person
- Self-motivated and able to work independently
- Highly organized and able to keep track of multiple client needs and follow-up items
- Detail-oriented
- Dependable and consistent
- Comfortable learning new computer systems and online portals
- Able to communicate clearly and professionally
- Patient and compassionate when assisting seniors and their families
- Comfortable taking ownership of a task and following it through to completion
- Able to prioritize when several things need attention at the same time
- A team player who is also comfortable working without constant supervision
Experience
Preferred:
- 2+ years of customer service, administrative, medical-office, insurance-office, banking, scheduling or similar professional experience
- Experience working with a CRM or client-management system
- Experience handling a multi-line phone system, appointment scheduling or customer follow-up
Medicare or insurance experience is helpful, but not required.
We are more interested in finding someone with the right work ethic, personality, organizational skills and ability to learn.
Career Growth Opportunity
There is an opportunity for the right person to learn the Medicare insurance business and potentially advance into a Licensed Medicare Associate role.
Candidates interested in obtaining their Tennessee Life & Health Insurance License and expanding their responsibilities are encouraged to apply.
Pay: $15.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
Work Location: In person
