Job Details

Our client is currently seeking a Walk-In Customer Rep

Responsible for handling all walk-in customers by responding to inquiries for all lines of business. This role involves assisting customers with health care coverage decisions, processing premium payments, and providing exceptional customer service in an onsite environment.

This job will have the following responsibilities:

• Receive and verify premium payments; issue written receipts.
• Explain benefits and rates for all health care policies.
• Assist customers in selecting coverage that best meets their needs.
• Research and respond to customer concerns and inquiries.
• Process policy changes to retain business.
• Identify and document complex inquiries; escalate for resolution.
• Track trends and provide feedback to improve service.
• Act as liaison between customers and internal operating units.
• Assist with research for executive inquiries.

• Education: High School Diploma, GED, or equivalent required.
• Experience: Minimum 5 years in operations or customer service; prior sales experience preferred.
• Licenses: Life and Health License preferred.
• Skills: Strong oral communication, clerical accuracy, and customer service skills.
• Additional Requirements:
  • Bi-lingual required in some locations (Mandarin and Cantonese highly preferred).
  • Healthcare (Medicare) background highly preferred.
  • Must work onsite (Monday-Friday, 8:00 AM-4:30 PM PST).
  • No work-from-home option.
  • Possible extension and/or conversion to full-time employment.