Medicare Sales and Customer Service Representative

Job Description
We are seeking a professional and personable Sales and Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review audits and/or policies
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications