Prospective Member



Customer Service

Reports to:


Job Summary:

The primary role you play is answering inbound and returning calls from prospective members inquiring about Medicare Advantage products offered through our clients.


  • Handle inbound calls from prospective members for Medicare Advantage plans by following approved script.
  • Make outbound calls to prospective members that have requested a callback
  • Data enter prospective member information into company's Customer Relationship Management System (CRM) in an accurate and compliant manner.
  • Follow approved script to determine the prospective member's eligibility for Medicare Advantage plans and update CRM system accordingly.
  • Warm Transfer prospective members to designated telesales team(s)
  • Obtain approved agreement (Scope of Appointment) from prospective members verbally that want a home appointment by following approved script and documenting it in CRM system.
  • Inform prospective members of available seminars and register them as needed through the CRM system accordingly
  • Fulfillment of informational kits as requested by prospective members through the CRM system.
  • Follow all Federal, State, Cirrus and Clients policies and procedures.

Skills and Qualifications:

Customer Focus, technology savvy, Customer Service, Data Entry Skills, Listening, Phone Skills, Verbal Communication, Building Relationships, People Skills, Interpersonal Savvy, Problem Solving, Multi-tasking

Minimum requirements:

  • High school diploma or general education degree (GED)
  • Must have some call center experience

Attach your Resume

We accept .DOCX, .PDF, .TXT, .ODT, .WPS up to 1024 KB.