Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Respond quickly to customer needs helping to resolve inquires quickly and efficiently Help collect post-bind documentation to ensure customer policies are handled properly Navigate 20+ carrier portals to adjust coverages with high accuracy Receive customer service inquiries from a variety of sources helping our agents focus on selling Monitor the book of business to identify retention opportunities Review renewals to ensure customers have the most up to date information Identify cross-sell opportunities and help close any coverage gaps. We are a small team looking fo
Role market pulse
How Customer Service demand looks in United States
Live jobs
5
Posted 30d
3
30d movement
Early signal
Remote share
40%
Salary listed
20%
Salary trend 1Y
Not enough history
Role overview
Job description
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary:
We are seeking a compassionate, customer-obsessed Customer Service Representative to care for our customers. Our customers include members of our benefit plans, employers that offer benefits, and doctors, hospitals, and other healthcare providers. In this role, you will create connections with our customers by helping with their benefits and claims to improve their health and well-being. You will be responsible for educating customers about their benefits and claims while resolving issues and directing them to helpful resources. This position requires adaptability and empathy, as you will be handling a variety of inquiries and ensuring customer satisfaction through kind and respectful interactions.
As the face of our company, you will care for our customers by researching issues, documenting outcomes, resolving inquiries and delivering a high level of customer satisfaction. Your ability to listen and respond to customer needs is crucial in inspiring trust and loyalty.
Key Responsibilities:
- Actively listen and be an advocate for customers, understand their needs and provide guidance and support
- Resolve customer inquiries and issues efficiently while documenting all interactions.
- Educate customers about available resources and assist them in navigating their options.
- Anticipate customer needs and provide proactive solutions to enhance satisfaction.
- Collaborate with team members and other departments to address service issues and improve outcomes.
- Document all customer correspondence and maintain confidential records of patient information.
- Utilize AI-enabled tools during training and servicing to improve efficiency, support problem-solving, and enhance customer experience.
- Follow policies, procedures, and the CVS/Aetna Code of Conduct.
Your performance will be measured by:
- Customer satisfaction with the service you provide.
- Demonstrating CVS/Aetna’s Values in Action behaviors include caring, being accountable, innovating with purpose, and prioritizing safety and quality.
- Your ability to resolve customer issues the first time they call.
- Service with Heart Quality and accuracy of interactions and empathy with customers.
- Reporting to work and adhering to your assigned schedule.
Our Leadership and Welcome Teams will help you succeed by providing:
- New colleague orientation to learn about our company and your role.
- Engaging and comprehensive training ranging from 4 to 18 weeks depending on the customers supported.
- A supportive and inclusive culture that will allow for continuous learning and growth.
- Ongoing coaching and mentoring support.
- Equipment and resources needed to complete assigned work.
Key Competencies and Behavioral Requirements:
- Demonstrated empathy and effective communication skills.
- Respectful and kind demeanor in all communications while being an advocate for our customers
- Strong problem-solving and decision-making abilities.
- Ability to manage multiple resources and tasks in a fast-paced environment.
Required Qualifications:
- 6+ months of customer service experience
- Basic computer skills
Preferred Qualifications:
- 1+ years of customer service experience in a contact center environment, which may include calls, chats or email correspondence depending on role
- 1+ years of claims, provider, dental, medical or other related healthcare experience
- Microsoft office experience preferred
Education:
High School Diploma, GED, or equivalent experience.
You must have:
- Adherence to workplace model and potential telework agreements.
- High-speed internet (100 Mbps download | 25 Mbps upload) access with a direct wired ethernet connection to modem/router. Hotspots, Satellite, Fixed Wireless, and WiFi are not permitted.
- Willingness to leverage technology and AI as key support tools.
- Willingness to work specific hours with flexibility.
This position pays $18.50/hour.
Qualified new hires are eligible for a $2,000 sign-on bonus after 9 months of service. Must remain continuously employed for a minimum of 12 months.
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$17.00 - $25.65This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
What they are looking for
Skills & requirements
Qualification
High School Diploma, GED, or equivalent experience
Hiring company
Cvshealth
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