Duties :
4 days in office, Friday WFH. Hartford CT location.
Hours 8 : 30am EST to 5pm EST.
OT available based off work volume.
Possible conversion based off performance.
1-2 rounds for interview process via Zoom.
Add to all subs.
Note any employment gaps and provide explanation if available)
JOB SUMMARY :
This position is responsible for completing by telephone, a medical assessment with potential new
clients interested in purchasing ForeCare, our fixed annuity with a long-term care rider distributed
through our partner banks and marketing organizations. This position is also responsible for assisting
clients who seek to begin using their long-term care benefits after purchasing a ForeCare contract.
Knowledgeable in medical terminology and the ability to speak clearly and record accurate information
is required.
Responsibilities :
Conduct phone interviews, provide excellent customer service by telephone
Understand annuity and insurance products, procedures and system capabilities
Verify personal information
Administer telephonic cognitive screening tests
Complete initial inquiry phone call for long-term care benefits
Respond to questions regarding long-term care claims benefits
Accurate data entry and record keeping
Question clients regarding medication usage and record responses
Determine when cases need to be referred to underwriting
Communicate underwriting decisions to the field
Ensure compliance with Federal and State regulations, company guidelines and practices
regarding personally identifiable information and personal health information
Other duties as assigned by management
Skills :
Associates degree or equivalent experience
1-3 years experience within the health care industry (medical office, pharmacy or similar)
Customer service / call center experience preferred
Knowledgeable in medical terminology, especially prescription drugs
Understanding of medication usage is helpful
Excellent communication skills, including ability to tailor tone, cadence and inflection to client
needs
Ability to speak clearly, annunciate properly and accurately
Ability to type and talk simultaneously and professionally fill dead space when waiting for
information
Previous experience with geriatric patients
Basic computer navigation
Excellent data entry skills with attention to detail and accuracy on a daily basis
Demonstrate strong attention to detail with excellent organizational skills
Strong interpersonal and team skills required
Participates as a fully functional team member by learning and performing all team processes
Support operational measures and assist in meeting established service standards
Strong written and oral communication skills
Ability to maintain positive attitude and composure in dealing with difficult situations
Ability to be flexible and prioritize activities
Operation Specialist • Hartford, CT, US