Job Description SALES VERIFICATION REPRESENTATIVE [Must have current CA Insurance License for Life and Health]
Job Purpose: The Verification Representative position ensures that policy verifications are taking place (meeting quotas) and are completed in a timely and accurate manner while delivering a world-class service experience to our valued customers.
Duties and Responsibilities: * Provides support to Sales Agents after close of sale to review with customers/clients details of the policies purchased, price of policy(s), and policy disclosures in a clear and concise manner. * Ensures that customer/client policy information is accurately input into database system. * Perform benefit policy verification within 24 hours of receipt of notification * Completes a minimum of five (5) verifications per day, unless otherwise directed by supervisor. * Monitors personal performance on an ongoing basis and ensures accuracy of service provided to clients/customers. * Meets or exceeds objectives assigned by supervisor, or objectives assigned to the Verification Department by executive management. * Commitment to a positive customer service experience by ensuring all details are discussed with clients/customers in an articulate and clear verbal manner. * Performs other duties as assigned
Supervisory Responsibility: This position has no supervisory responsibilities
Basic Qualifications: * High School Diploma or higher education degree * Must have current CA Insurance License for Life and Health * Minimum 3 years’ customer service, call center, and/or collections experience. * Ability to handle all aspects of telephone communication in a clearly articulated, friendly, and helpful manner. Bi-lingual English/Spanish is a plus, but not required. * Ability to speak and type concurrently in order to enter accurate data while communicating with clients/customers. * Able to sit for long periods of phone communication activity.
Preferred Skills and Experience: * Ability to create detailed documentation via accurate data entry * Flexibility and an ability to flourish in a fast paced and challenging environment * A self-starter with excellent motivation, leadership, and ingenuity
Healthy Halo Insurance Services is an Equal Opportunity Employer; employment with Healthy Halo Insurance Services is governed based on merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
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