Puerto Vallarta Office

Customer Service Representative - Team Lead

Once training is complete: Schedule: Monday – Thursday: 12:30pm – 9:00pm CST, Friday 12:30pm – 5:00pm CST and Saturday 8am-noon CST 

Inbound & outbound calls with clients to obtain their medical history information for their life insurance application process. Must have a strong knowledge of medical terminology and able to document information gathered into a database while on the call. Quality review of insurance applications. Assist with coaching and training. Bi-lingual English/Spanish.

Skills and Talents:

• Strong medical terminology and knowledge of medical diagnosis, testing, medications and treatments.
• Ability to train, coach and provide valuable feedback.
• Able to maintain a positive, empathetic and professional attitude towards customers, colleagues and staff
• Articulate - strong oral communication skills both English and Spanish
• Exceptional customer service, active listening, verbal and written communication skills
• Accurate speller
• Proficient with computers - including updating records, toggling between various databases and researching information via the internet
• Communicate and coordinate with management and colleagues
• Professional telephone presence
• Strong multi-tasking skills
• Organized and detailed oriented
• Ability to work independently
• Team player

Must be able to read and write Spanish and English.

Speak to clients in Spanish and document their answers in English in the interview system.