Customer Service Representative, Inbound and Outbound Caller, Medicare Represent

Overview

Looking for full-time work (8 hours/day)

at $3.97/hour ($768.00/month)

Bachelors degree

Last Active

July 10th, 2026 (4 days ago)

Member Since

March 14th, 2021

Profile Description

Summary

Lead Generation and Customer Service Specialist with 5+ years of experience in insurance, healthcare, and telecommunications. Expertise in CRM management, appointment setting, and client communication across phone, email, and chat. Proven track record in improving customer satisfaction, ensuring data accuracy, and supporting sales and enrollment processes.

Work Experience

Lead Generation Agent in Auto and Life Insurance
APRIL 2019 - MAY 2020

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Assisted in prospecting, generating, qualifying, processing, and following up on leads.
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Scheduled appointments for external sales teams to facilitate client interactions.
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Provided insurance policies and quotes to potential customers.
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Set an appointment, doing outbound calling to the potential prospects.

Medicare Advantage Representative
JULY 2020 -
AUG 2021

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Assisting those who are enrolled and those who are not enrolled in Medicare to guide them through the enrollment process and plan selections on eligibility.
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Answering queries about Medicare benefits and eligibility through outbound calling,inbound calling, email, or chat.
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Enabled company growth by proactively cold calling leads
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Assisted beneficiaries with plan comparisons and enrollment procedures, reducing application errors and accelerating processing times for Medicare Advantage plans.
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Transfering the prospects to the live agents and tagged it as a sales call.

Customer Service Representative in Telco and Tech Support
OCT 2021 - NOV 2023

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Resolved customer inquiries related to telecommunications services, ensuring accurate information delivery and improving overall customer satisfaction.
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Processed service requests and account changes efficiently, reducing resolution times and maintaining high data accuracy.
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Collaborated with technical teams to troubleshoot network issues, enhancing service reliability and minimizing customer downtime.
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Monitored customer feedback to identify trends, contributing to service improvements and elevated customer experience.
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Doing Inbound Calling to the customers.

Lead Generation Agent in Medicare Advantage,Medicaid and Medicare Supplement
JAN 2024 –SEP 2024

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Identifying, qualifying the leads/clients and converting them to sales opportunities for Medicare Advantage plans.
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Answering calls via outbound calls, inbound calls, sending emails to them to explain about the Medicare plan options and benefits on what they are getting.
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Appointment scheduling for Medicare Advantage and Medicaid prospects, accelerating enrollment timelines and enhancing client accessibility to healthcare plans.
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Initiated compliance verification calls with potential Medicare Advantage and Medicaid enrollees, ensuring accurate documentation and improving audit readiness.
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Doing Outbound calling for Medicare and Medicaid Beneficiaries.

[Lead Generation Agent in Health Care Account] (WFH) ] | [USA, FLORIDA]
[OCT 2024 - OCT 2025]

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Responding to all the queries of the patients, like addressing the medical services and insurances.
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Explaining the insurance policies, medical bills, and processing it in a friendly manner.
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Resolving problems like scheduling, billing issues and service complaints. Managing the patient paperwork, setting an appointment, and updating their records in CRM.
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Setting an appointment to the leads, answering phone calls, emails and chat.
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Doing outbound calling and setting an appointment.

CHAT SUPPORT TELCO ACCOUNT

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Provide real-time assistance to the customers via chat platforms.
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Maintain a positive, empathetic and professional attitude toward customers at all times.
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Resolved account access issues through detailed verification processes.
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Maintained detailed records of customer interactions to support billing accuracy.
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Assisted customers with service plan adjustments and feature activations through chat.

VIRTUAL ASSISTANT LIFE INSURANCE (IUL)

Appointment Setter / Lead Qualification Specialist

Contacted prospective customers interested in IUL (Indexed Universal Life) Insurance.
Qualified leads by assessing customer interest and eligibility.
Scheduled appointments between qualified clients and licensed insurance advisors.
Warm-transferred qualified customers directly to advisors for insurance consultations.

Skills:

Data entry
Multitasking
Organizational Skill
Friendly, Positive Attitude
Tech-Savy
Customer Service