Customer Onboarding Specialist

$37,440 - $37,440/Yr

Adecco - Kansas City, MO

Full-time - Entry Level

Kansas City, MO

Administrative and Support Services

About the position

The Customer Onboarding Specialist (COS) plays a crucial role in enhancing the experience of Medicare Advantage clients through effective communication and support. This position involves conducting both outbound and inbound calls to assist clients with their Medicare applications, ensuring accurate information, and providing education on available options. The specialist is responsible for performing Health Risk Assessments and managing client interactions with a focus on satisfaction and resolution of inquiries.

Responsibilities

• Conduct outbound calls to assist clients with recently submitted Medicare Advantage applications.
• Verify and correct client information on applications.
• Answer a range of Medicare Supplement/Advantage questions.
• Ensure client satisfaction with selected plans.
• Perform Health Risk Assessments (HRA) and introduce Value Based Care (VBC) as appropriate.
• Navigate multiple systems during calls and manage case documentation in Salesforce.
• Create cases for sales agents if client issues arise.
• Schedule follow-up calls and respond to client communications.
• Meet departmental goals and KPIs.
• Participate in team meetings and training sessions.
• Maintain a positive, empathetic, and professional attitude in all customer interactions.
• Perform additional duties as assigned.

Requirements

• High school diploma or equivalent
• Strong communication skills and customer service orientation.
• Ability to manage multiple tasks and systems simultaneously.
• Detail-oriented with effective time management skills.
• Experience with Salesforce or similar CRM systems is a plus.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short-term disability
• Additional voluntary benefits
• Employee Assistance Program (EAP)
• Commuter benefits
• 401K plan
• Paid Sick Leave
• Holiday pay