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Medicare Customer Service Specialist
2 months ago
Job Overview:
The Position
Fidelity's Healthcare Division has initiated a new Medicare initiative aimed at equipping our clients with resources and guidance to help them navigate and select high-quality Medicare options. As an integral member of this pioneering team, you will play a vital role in establishing and expanding a service that could benefit millions of individuals across the nation.
SHIFT: 10AM ET - 7PM ET, MONDAY - FRIDAY
- You will assist in our sales and marketing strategies by addressing Medicare inquiries and facilitating client interactions with our sales representatives.
- You will regularly connect with clients, respond to their inquiries, and ensure an exceptional customer service experience.
- Handle Medicare inquiries from various sales channels.
- Coordinate and arrange appointments between clients and our sales team.
- Provide customer service following enrollment.
- Clarify the advantages and features of different Medicare health plans as necessary.
- Collaborate with our team to develop and enhance a new Fidelity initiative that could positively influence millions of Americans.
The Qualifications and Skills You Bring
- A college degree is preferred but not mandatory.
- An active Health Insurance License is preferred but not mandatory.
- The ideal candidate will possess Medicare experience, either in customer service or sales support within a health plan or brokerage.
- If you are not already AHIP certified, we will assist you in completing the AHIP Medicare training. Additional training and licensing opportunities may also be available.
- Ability to convey an empathetic tone, dedicated to enhancing the client experience and contributing to our sales and marketing initiatives.
The Team
The Medicare Service Representative is part of the Medicare Advice and Planning Team and reports to the Director of Customer Experience. This role provides sales support to agents both on and off the phone. You will have the opportunity to collaborate with a diverse group of individuals, both within and outside of Fidelity, in a cooperative setting. We seek team members with strong interpersonal skills, effective time management abilities, and a willingness to engage in training and feedback.
Certifications:
Company Overview
Fidelity Investments is a privately held organization committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to help manage their clients' funds.
At Fidelity, you will discover numerous opportunities to cultivate a fulfilling career that positively impacts the lives of others, including your own. We provide flexible benefits that support you throughout every phase of your career, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work in 2024. You do not need a finance background to excel at Fidelity; we offer a variety of learning opportunities to help you build the career you have always envisioned. Fidelity's work model combines the advantages of remote work with maximizing in-person collaboration to meet both associate and business needs.
At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated environment. Certain positions may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, as detailed in this document, and may be asked to provide additional documentation as required. This investigation includes, but is not limited to, a review of criminal history, civil litigations, regulatory compliance, employment history, education verification, and credit history (depending on the role). Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screening, which will test for specific substances.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a lasting culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.
