Demo

Client Contact Representative - Guided Solutions

Baldwin Group Colleague, Inc.
Everett, WA Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 4/4/2025

Guided Medicare Solutions is an insurance agency founded in 2004 focused on offering affordable healthcare solutions. By partnering with healthcare providers and community organizations our team has established itself as one of the leading FMO's in the Medicare industry.
 

The Client Contact Representative serves clients by providing product and service expertise to client requests or concerns to help maintain a high client retention level. The Client Contact Representative will be responsible for managing multiple modes of communication in a timely manner which include incoming calls, emails, and website requests. This position will require a comprehensive understanding of our customer service policies and know when issues need to be escalated to management for resolution. All interactions require a high level of professionalism to uphold the firm’s positive reputation.

Job Description

As the first point of contact with clients and visitors, the receptionist plays a vital role in creating a positive and welcoming experience for our customers. In addition to greeting visitors and answering phone calls, the receptionist will be responsible for performing a range of administrative and clerical duties.

PRIMARY RESPONSIBILITIES:

  • Maintains a concern for timeliness and completeness when interacting with clients, brokers or insurance company partners to create a positive experience.
  • Documents all activity in on-line client file to ensure quality and responsiveness.
  • Personally, provides prompt, efficient, high-quality service to all client.
  • Resolves product or service problems by clarifying the customer's complaint and recommending the best solution to solve the problem.
  • Attracts potential customers by answering product and service questions.  Makes suggestions about other products and services based on client needs.
  • Maintains a quality result by following established procedures and making recommendation for changes.
  • Open, cancels and updates client policy information based on requests received
  • Greet and welcome clients and visitors in a friendly and professional manner.
  • Answer and route incoming phone calls to the appropriate department or staff member.
  • Schedule appointments and maintain appointment calendars using computer software.
  • Maintain an organized and tidy reception area, including ensuring that reading materials and refreshments are available and stocked.
  • Sort and distribute incoming mail, faxes, and packages to the appropriate staff member.
  • Handle routine administrative tasks such as data entry, filing, photocopying, and scanning.
  • Monitor office inventory, order office supplies as needed.
  • Assist in organizing and coordinating office events and meetings.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of 1-2 years of experience working in a customer-facing role such as receptionist, customer service, or hospitality.
  • Strong verbal communication skills with an ability to interact and communicate with a diverse group of people.
  • Excellent organizational and time management skills.
  • Ability to multitask, work under time constraints and prioritize tasks as needed.
  • Proficient in the use of computer software and equipment including Microsoft Word, Excel, and Outlook.
  • Ability to maintain confidentiality and exercise discretion in handling sensitive information.
  • Professional demeanor and appearance.

If you are a people-oriented individual with experience in customer service, and have a positive attitude to provide excellent customer service experience to our clients, we encourage you to apply for this exciting opportunity.

Hourly Rate - $19-$22 per hour depending on experience

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary

Click here for some insight into our culture!

Salary : $19 - $22

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