United States onlyAbout Connie Health
Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.
At Connie Health, we’re revolutionizing the way older Americans navigate Medicare. As we continue to expand into new and existing markets, we’re seeking a Customer Service Representative.
As a Customer Service Representative, your responsibilities will include qualifying leads, creating sales opportunities, and executing outbound calls to engage with prospects and follow up on leads. Additionally, you will ensure all sales and service activities are accurately documented in Salesforce.com, maintaining strict compliance with Medicare regulations, HIPAA standards, and patient confidentiality requirements.
This role requires exceptional communication skills, attention to detail, and a strong commitment to providing outstanding customer service.
RequirementsWhat You’ll Do
- Conduct comprehensive Medicare needs assessments over the phone with older adults, providing education on Medicare, identifying eligible election periods, explaining available services, and coordinating appointment scheduling with a Licensed Medicare Agent for enrollment support.
- Qualify potential leads and generate sales opportunities for Licensed Medicare Agents.
- Execute outbound calls to engage with leads and pursue additional sales opportunities.
- Deliver exceptional customer service through a consultative approach to telephone sales.
- Accurately document all sales and service activities in the CRM system.
What You Bring
- 2–3 years of customer service experience
- Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
- Excellent verbal and written communication skills
- Bilingual a plus
Why Join Connie Health?
- Generous vacation policy and paid holidays
- Comprehensive health insurance coverage
- 401(k) with company match
- A collaborative, mission-driven, and innovative culture
- Remote work flexibility and growth opportunities
We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
