Broker Support Case Manager
Job Description
We are looking for a customer-focused Case Manager to join our growing Broker Support Team! This position offers a hybrid work-from-home schedule upon completion of training.
Responsibilities include but are not limited to:
- Providing support to brokers (agents) and company partners via phone calls, email communication, and using internal/external website platforms
- Assessing and addressing issues at the broker level, while documenting the research and resolution process
- Acting as liaison on behalf of brokers and company partners to resolve issues including commissions, website assistance, and/or electronic funds transfers
- Maintaining current knowledge of operational processes and Center for Medicare & Medicaid Services guidelines
- Assisting with inter-departmental projects based on business needs
Skills / Requirements
- Customer service experience is required
- Experience with Microsoft Excel is required
- Availability to work overtime during peak season (January – March) when necessary
- Interpersonal and digital communication skills
- Multi-tasking skills
- Problem solving & critical thinking skills
- Conflict resolution skills