The primary responsibility involves handling high-volume inbound and outbound calls related to billing, payments, medical claims, benefits, and coverage, resolving inquiries efficiently and with empathy. Representatives must gather information, research accounts, clearly explain complex information, and maintain strict adherence to HIPAA regulations.

This role involves assisting patients with insurance verification, scheduling clinical services, and ensuring pre-registration requirements are met, including maintaining patient information and securing necessary authorizations. Key duties also include accurately scheduling services, providing customer support regarding financial responsibilities, and ensuring strict adherence to HIPAA guidelines.

The representative will engage with warm, pre-qualified leads to conduct financial assessments and present tailored solutions related to Life Insurance, IUL, and Annuities. They will meet clients via Zoom, phone, or locally to guide decision-making and maintain organization using advanced CRM tools.

The representative will serve as the crucial link guiding clients to smart financial solutions, engaging with individuals and families to provide personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. Responsibilities include nurturing virtual connections with pre-qualified clients, understanding their needs, presenting tailored strategies via Zoom/phone, and guiding them through plan implementation using CRM tools.