- Make high-volume outbound calls to prospects
- Work and convert third-party lead vendor calls
- Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans
- Build rapport quickly and overcome objections
- Complete compliant enrollments
- Follow up with clients to maintain policy effectuation
- Maintain member retention through proactive support
- Cross-sell ancillary products
- Maintain accurate CRM notes
- Meet daily dialing, talk-time, sales, and retention KPIs
CRM