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The Sales Operations Service Agent is responsible for supporting the Sales Operations Service Center by ensuring that brokers/agents and their uplines receive exceptional customer service. The Sales Operations Service Agent fields phone and written inquiries from Brokers/ Agents and their uplines. The Sales Operations Service Agent also works alongside other members of the Sales Operations Management team to address service-related projects as required. This role demonstrates the highest standard of quality service, commitment and courtesy in dealing with both internal and external customers.
Job Responsibility
Provides high quality on-line and telephone assistance to all customers including brokers/agent and their uplines
Provides high quality handling of customer inquiries, via mail, e-mail and chat sessions
Resolves inquiries and issues relating to all aspects of broker/ agent business: Broker/Agent questions and issues regarding member eligibility, benefits, claims process, as well as product questions and various other customer support functions
Broker/Agent questions and issues regarding onboarding, recertification and commissions
Makes recommendations to management concerning problems, problem trends and process improvement
Maintains an open exchange of information with internal and external customers
Works with the Quality Assurance team to understand, track and trend quality performance issues
Works a flexible schedule including a late shift and weekends, and as needed during the Annual Open Enrollment Period, Open Enrollment Period and during unforeseen business disruptions
Additional duties as necessary
Requirements
High school diploma or GED from an accredited institution
Experience providing quality service across a broad range of business topics
Telephonic customer service experience including handling of escalated calls
Nice to have
Working experience with Microsoft Office Suite applications including Excel, Word, PowerPoint, and Outlook