THE OPPORTUNITY
Title: Policyholder & Enrollment Specialist
Job Type
: Full-time Non-exempt
Reports to
: Director PHS
Location
: Puerto Rico
Hybrid
Job Description:
Nexo Enrollment Services at Citizens Inc. is seeking a highly motivated Policy Holder & Enrollment Specialist. The position will be responsible for: assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually. This position will report to the Director of Policyholder Services.
Essential Job Duties:
· Handling questions, issues and providing detailed information on requirements and processes.
· Scheduling meetings with applicants.
· Handle incoming phone calls, emails, and other correspondence.
· Ensuring that applications are completed correctly and that the required supporting materials have been provided.
· Entering, updating, and reviewing data and records.
· Providing guidance to applicants and prospective candidates.
· Corresponding with applicants and prospective candidates.
· Processing enrollments.
· Assisting with billing and payment processing.
· Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc.
· Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail.
· Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty.
· Prepares and organizes file documentation.
· Prepares and submits reports as directed by supervisor.
· Processes various requests from policy owners, associates, and other departments.
· Prepares and organizes file documentation.
· Maintain and data entry to database.
· Research and update customer information in system.
· Research accounting history.
· Performs other related duties as required and assigned by PHS supervisor.
Minimum Qualifications:
· High school diploma/GED required.
· Bilingual in English/Spanish
· Must have WIFI or the ability to be plugged into the internet.
Preferred Qualifications:
· Experience in enrollment-based work environment.
Knowledge, Skills, and Abilities:
· Strong organizational and time management skills.
· Strong communication, interpersonal, and internet skills.
· High level of accuracy and attention to detail.
· Ability to multitask and prioritize.
· Capable of understanding and following instructions in different formats.
· Adaptable to following instructions given verbally or in writing.
· Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience
· Strong numerical ability for accurate calculations.
Work Environment
The work environment is primarily indoors with heating and cooling regulated in a general office environment. The noise level in the work environment is generally low.
Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Ability to reach high and low; open, close and retrieve files from file cabinets as well as operate computer keyboard and appropriate office equipment. The position requires the ability to frequently stand, walk, sit for long periods of time, lift up to 15 lbs., open filing cabinets and bend or stand on a stool as necessary.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Education:
High school or equivalent (Required)
Experience:
Customer service: 2 years (Required)
Work Location: Hybrid remote in Guaynabo, PR 00969