Clinical Customer Service Representative

Description:

This position is responsible for completing by telephone, a medical assessment with potential new clients. This position is also responsible for assisting clients who seek to begin using their long-term care benefits after purchasing a contract. Knowledgeable in medical terminology and the ability to speak clearly and record accurate information is required.

Conduct phone interviews, provide excellent customer service by telephone

Understand annuity and insurance products, procedures and system capabilities

Verify personal information

Administer telephonic cognitive screening tests

Complete initial inquiry phone call for long-term care benefits

Respond to questions regarding long-term care claims benefits

Accurate data entry and record keeping

Question clients regarding medication usage and record responses

Determine when cases need to be referred to underwriting

Communicate underwriting decisions to the field

Ensure compliance with Federal and State regulations, company guidelines and practices regarding personally identifiable information and personal health information