Work at Home-Licensed_Service Delivery Consultant-Team Whittenberg

Job ID
Posted Date
Customer Service/Support



7201 University Oaks Drive, Charlotte, NC 28262

Seeking Talented Team Members

People Are Our Passion

Join Our Team

Empowering a Winning Culture


"Our mission is to create a grassroots company, where our associates are empowered to always act in the interest of our clients, share ideas and create distinctive customer experiences on behalf of our clients. We are accomplishing this goal by attracting people with positivte attitudes, great communication skills, and a willingness to learn and grow in a fun, entrepreneurial culture.“


Mark Wilson, Chime Founder and CEO


Position Summary:  The Licensed Life and Health Customer Service Representative responsibilities include selling/enrolling retirees into appropriate Insurance products including but not limited to health, prescription drug, vision and dental plans, and advising Pre-Medicare Eligible recipients on their options. This process is completed primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs.


Position Requirements:

  • Identify Medicare prospects needs using a needs to be based selling approach, accurately answering questions, address any concerns, and recommend appropriate plan
  • Enroll retirees compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim
  • Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
  • Handle inbound service calls by providing accurate and complete information
  • Drive sales and revenue by assisting customers in making healthcare decisions over the phone
  • Meet monthly sales and performance goals
  • Actively manage a book of business to ensure all retirees needs are met on a timely basis
  • Respond to voicemails within 24 hours, internal chat requests, handle and support customer complaints and client escalations
  • Provide accurate information, communicating the best solution, in a timely fashion.
  • Ability to use multiple systems to accurately perform job duties
  • Ability to communicate with customers and associates via the telephone
  • Ability to apply product, industry and market knowledge to make recommendations
  • Provide accurate rate quotes
  • Maintain key performance indicators to meet the position’s performance standards


Knowledge and skills

  • Must possess and maintain an active Life and Health license
  • College degree preferred or High School degree (or GED) with equivalent work experience
  • Aptitude for understanding details of Medicare insurance and complying with all CMS regulations.
  • Background in at least one of the following three: Medicare, Commercial Health Care, Affordable Care Act, and Telesales Call Center Environment.
  • Strong communication, organizational, and interpersonal skills.
  • Successful track record in delivering natural communication in a professional and resolute manner
  • Strong time management and organizational skills.
  • Ability to demonstrate high degree of professionalism, flexibility and integrity.
  • Ability to work independently with minimal supervision while contributing to overall team success.
  • A positive team player attitude.


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