Job Description

• This Clinical Telephone Interviewer is responsible for completing by telephone, a medical assessment with potential new clients interested in purchasing ForeCare, our fixed annuity with a long-term care rider distributed through our partner banks and marketing organizations.
• This Clinical Telephone Interviewer is also responsible for assisting clients who seek to begin using their long-term care benefits after purchasing a ForeCare 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
• Other duties as assigned by management

• Associate degree or equivalent experience
• 1-3 years experience within the health care industry (medical office, pharmacy or similar)
• Customer service/call center experience preferred
• Knowledgeable in medical terminology, especially prescription drugs
• Understanding medication usage is helpful
• Excellent communication skills, including the ability to tailor tone, cadence, and inflection to client needs
• Ability to speak clearly, annunciate properly, and accurately
• Ability to type and talk simultaneously and professionally fill dead space when waiting for information
• Previous experience with geriatric patients
• Basic computer navigation
• Excellent data entry skills with attention to detail and accuracy on a daily basis
• Demonstrate strong attention to detail with excellent organizational skills
• Strong interpersonal and team skills required
• Participates as a fully functional team member by learning and performing all team processes
• Support operational measures and assist in meeting established service standards
• Strong written and oral communication skills
• Ability to maintain a positive attitude and composure in dealing with difficult situations
• Ability to be flexible and prioritize activities
• Flexibility with scheduling to cover shifts Monday - Friday 8:30 am - 6 pm
• Spanish preferred

• Medical, Vision, and Dental Insurance Plans
• 401k Retirement Fund

• Our client is a leading U.S. retirement and life insurance company, with a broad range of competitive and innovative products, leading integrated risk and investment management, and highly experienced leadership. The company is committed to addressing its client's financial protection needs today and tomorrow.
• Our client is successful because of its people. As the company continues to grow and thrive, they are looking for talented individuals who reinforce its culture of diversity, inclusion, innovation, and critical thinking. Great things happen when you harness the power of different perspectives and ideas in a diverse and inclusive workplace. From employee-led resource groups to conscious consideration in our recruiting process, to the CEO's pledge to reinforce a commitment to open dialogue and tackling unconscious bias - Our client embraces a culture of diversity and inclusion. As a company in our community, they believe they have a responsibility to support the communities where we work and focus their charitable efforts around this community-oriented philosophy.

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