Retention Representative Resume Samples

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IA
I Abbott
Izaiah
Abbott
4509 Haley Plains
San Francisco
CA
+1 (555) 198 6560
4509 Haley Plains
San Francisco
CA
Phone
p +1 (555) 198 6560
Experience Experience
Detroit, MI
Retention Representative
Detroit, MI
Hane-Mayer
Detroit, MI
Retention Representative
  • Works with field Supervisor, Manager, Outreach Staff and Provider Advocates to manage all lines of business (MA, CHP, EP) to maximize retention potential by
  • Represent UHC at various marketing sites, community events and during customer home visits as directed by Marketing Management. TA management’s discretion, assist the Marketing Department in day-to-day operations
  • Adherence to all policies, procedures and workflows (i.e., timely submission of time sheets and expense reports). Follow all policies and procedures
  • Take inbound calls from the Leads team to preliminarily screen potential members for UHC products and follow through to enrollment by setting up appointments for those who appear to qualify. Coordinate resolution from the Lead Team, Enrollment Department, and Customer Service and Marketing staff
  • Makes outbound follow-up calls to customers to inform them of customer referral program
  • Manages the base of revenue by proactively contacts customers 3-6 months of contract expire for renewal and upsell
  • Refers complex problems to other departments for resolution
New York, NY
Inside Retention Representative
New York, NY
Rowe-Fahey
New York, NY
Inside Retention Representative
  • Work involves multitasking and handling multiple tasks simultaneously: listening, answering questions, viewing multiple windows and order entry
  • Spends most work time talking on the telephone with customers. Handles calls from dissatisfied customers. Limited physical mobility; sit at their positions and take or make calls
  • Tracks orders and serves as a point of contact for client throughout sales and installation process. Keeps customers informed of installation progress and problems
  • Performs any necessary calculations pertaining to fees, time periods, pro-rations, or competitive pricing comparisons
  • Makes outbound follow-up calls to customers to inform them of new products/services or upsell them on enhanced packages
  • Spends the majority of work time talking on the telephone with customers. Handles calls from dissatisfied customers. Limited physical mobility; sit at their positions and take or make calls
  • Produces win/loss reports for the Sales Manager
present
San Francisco, CA
Customer Retention Representative
San Francisco, CA
Carter-Quigley
present
San Francisco, CA
Customer Retention Representative
present
  • Establish rapport with new and existing customers
  • Handle inbound and outbound calls to customers to assist with their policy related questions and verify and document information
  • Provide resolution to customer concerns
  • Follow up with customers with outstanding questions/concerns (20% of the day)
  • Reselling the benefits of our policies
  • Use discretion and tact when speaking with customers
  • Set up accounts/contracts with new customers
Education Education
Bachelor’s Degree in Internal Collaboration
Bachelor’s Degree in Internal Collaboration
Quinnipiac University
Bachelor’s Degree in Internal Collaboration
Skills Skills
  • Beginner Ability to identify basic problems and procedural irregularities, collect data, establish facts, and draw valid conclusions
  • Strong attention to detail
  • Excellent communication skills (written and verbal)
  • Great interpersonal skills
  • Beginner Knowledge of healthcare delivery
  • Beginner Ability to work independently
  • Highly organized
  • Beginner Ability to effectively present information and respond to questions from families, members, and providers
  • Ability to work well as a member of a team or alone
  • Proficiency in Microsoft Office: Excel, , Word, Outlook, Internet
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9 Retention Representative resume templates

1

Business Retention Representative Resume Examples & Samples

  • Sales: Consistently meet or exceed outbound calls meeting daily/monthly/quarterly volume and performance goals
  • Manage and grow existing accounts
  • New Business Generation
  • Produce qualified leads and/or new business ops from outbound calling
  • Warm transfer when possible
  • As needed/assigned, place initial call and email to all incoming web leads to qualify/screen for Sales Reps
  • New customer retention : Multi-touch (30 day & 90 day) calling targeting brand new customers
  • Ensure needs/expectations met through initial implementation, product delivery, etc
  • Identify any additional needs missed during initial purchase
  • Act as a liaison between managing sales rep and customer to address and issues or additional needs
  • Verify how product is performing against expectations
  • Position complimentary products for cross-upsell
  • Current Customer Retention
  • Proactively call all current customers (having purchased in previous 2 yrs.)
  • Determine reordering intention
  • Administrative: Manage relationships and efforts in Salesforce.com
  • Log all calls and emails
  • Create and document management activities for recurring business opportunities
  • Knowledge-Management
  • Customer Liaison
  • Bachelor's degree or equivalent combination of education and related work experience preferred
  • 2 years minimum experience in a sales, customer service or marketing environment required; previous experience in inside sales required
  • 1 year minimum Education industry and/or assessment products experience required
  • 1 year experience in planning and forecasting sales activity
  • Adept in applying the process of investigating, creating and fulfilling customers' needs
  • Advanced proficiency in efficiently qualifying inbound leads and generating incremental leads through strategic cold calling and marketing campaigns
  • Advanced communication and interpersonal skills, both verbally and electronically, to transmit information accurately and clearly and to proactively seek feedback while remaining sensitive to customer needs
  • Advanced proficiency in persuading and influencing customers to make a purchase
  • Advanced proficiency in developing and retaining strong virtual working relationships with Customers, Partners & Employees
  • Intermediate proficiency in using technology and associated software tools - MS Office Suite; web based presentation tools; sales contact management systems - i.e., SalesForce.com
  • Demonstrated ability to work independently with minimum supervision is essential
  • Demonstrated ability to work within established deliverable for revenue generation and maintenance
  • Advanced proficiency in time management and organizational discipline
  • Intermediate proficiency in creating effective solutions to problem solving to achieve customer satisfaction
2

Outside Retention Representative Resume Examples & Samples

  • 1 year experience selling by telephone
  • 3 years outside sales experience with proven success in meeting or exceeding quotas
  • 6 months experience in the communications industry or at a major communications equipment vendor
3

Field Retention Representative Resume Examples & Samples

  • Retain and upgrade cable services in accordance with company requirements and customer needs
  • Save customers from disconnecting or downgrading service; present benefits of products and services to customers including billing, technical, collections, and other types of inquiries
  • Project professionalism and work cooperatively with team members and management
4

Outside Retention Representative Resume Examples & Samples

  • Cold calls existing small to medium customers requiring contract renewals, renews contracts and generates new sales opportunities
  • Identifies new sources of revenue for existing customer base using tools available (market analysis tools/software such as Dun & Bradstreet data or CRM tools to aid in understanding upsell opportunities)
  • Develops and maintains consulting relationships to retain assigned base of existing customers. Makes regular contact and maintains expert-level knowledge of their business, industry and communication needs and challenges
  • Develops and maintains strategic account plans for continually maintaining and growing Cox Business’s revenue within existing accounts
  • Engages in save activities
  • Listens to and questions customers in order to understand their businesses’ communication needs, provide solutions to meet those needs, and troubleshoot and resolve sources of service, pricing and technical problems
  • Sets up appointments for Account Executives to meet with customers if sale is not appropriate for the Outside Retention Representative to complete
  • Performs any necessary calculations pertaining to IRR, time periods, pro-rations, or competitive pricing comparisons
  • Works with Order Entry Specialists to complete sales orders. [Internal consulting]
  • Tracks orders and serves as a point of contact for client throughout sales and installation process. Keeps customers informed of installation progress and problems, and maintains client satisfaction throughout the sales cycle
  • Coordinates with other departments to resolve maintenance and billing problems. Serves as main point of contact for client during trouble resolution
  • Updates Optix with all required customer information in a timely fashion. [Client records]
  • Performs ROI assessment to determine if a sale is profitable, and forwards as appropriate, to Manager of Inside for approval
  • Manages own account portfolio, accurately forecasts business, tracks own performance, and develops plans to achieve and exceed sales goals
  • Prepares regular expense, sales, win/loss and other sales activity reports using software designed for that purpose
  • Makes follow-up calls to customers to inform them of customer referral program
  • Provides customer intelligence and feedback to Marketing department
5

Retention Representative Resume Examples & Samples

  • Contact individuals who need to recertify in order to maintain their benefits and deliver the highest level of professional marketing and customer service standards with potential members successfully recertifying members in a consistent manner that meets and exceeds the minimum performance standards as defined in the Retention Representative Performance Management Plan. Utilizing outbound phone calls, written correspondence, e-mail, SMS texting notification, etc. to advise families about recertification requirements and timeframes and premium billing deadlines to facilitate these processes for our customers
  • Works with field Supervisor, Manager, Outreach Staff and Provider Advocates to manage all lines of business (MA, CHP, EP) to maximize retention potential by
  • 1+ years of Face to Face Customer Service experience
  • Experience working with confidential and sensitive information
  • Experience with clerical and administrative tasks
  • Customer Service experience with healthcare insurance
  • CAC Designation
  • Experience with Microsoft Access (Ability to create, save, and utilize)
  • Experience with Sales force
  • Previous analytical experience
  • Bilingual in Spanish, Russian, Chinese, or Yiddish
6

Retention Representative Resume Examples & Samples

  • Works with field Supervisor, Manager, Outreach Staff and Provider Advocates to manage all lines of business (MA, CHP, EP) to maximize retention potential by 1.) Following the pre-approved retention strategy to increase monthly membership retention rate. 2.) Attending company supported outreach events and partnership meetings to explore collaborations that will assist retention strategies. 3.) Creating additional strategies designed to increase enrollment growth. 4.) Identify new methodologies for tracking and reporting the department’s overall performance. Consistently submit applications across all product lines (where applicable) within an acceptable rejection rate level that meets and exceeds the minimum performance standard as defined in the Retention Representatives Performance Management Plan. At Management’s discretion, assist the Marketing Department in day-to-day operations. Assist with walk-in customers as needed
  • Enroll new members, educate clients on how to use the plan and maintain contact with applicants to insure accurate completion of all applications with required documentation as well as follow through on the established procedures for the timely and efficient submission of these applications. Foster good communications and maintain tracking mechanisms related to current workflow management
  • Represent UHC at various marketing sites, community events and during customer home visits as directed by Marketing Management. TA management’s discretion, assist the Marketing Department in day-to-day operations
  • Adherence to all policies, procedures and workflows (i.e., timely submission of time sheets and expense reports). Follow all policies and procedures
  • Take inbound calls from the Leads team to preliminarily screen potential members for UHC products and follow through to enrollment by setting up appointments for those who appear to qualify. Coordinate resolution from the Lead Team, Enrollment Department, and Customer Service and Marketing staff
7

Retention Representative Resume Examples & Samples

  • 1 + years of Face-to-Face Customer Service experience
  • Experience working with Confidential and Sensitive Information
  • Experience with Clerical and Administrative tasks
  • Customer Service experience with Healthcare Insurance
  • Experience with MS Access – ability to create, save, and utilize
  • Experience with Salesforce
  • Previous Analytics experience
8

Retention Representative Resume Examples & Samples

  • 1+ year of Face to Face Customer Service experience
  • Customer service experience with healthcare insurance
  • CAC Designation experience
  • Bilingual in English and Spanish, Russian, Chinese, and/or Yiddish
9

CSR Retention Representative Resume Examples & Samples

  • Customers call in with problems ranging from devices to service to billing
  • This could also include the request to disconnect their service
  • You kick into high gear, hearing out their issues with true concern
  • You don’t stop there—instead, you think “outside the box” to come up with creative solutions for long-term resolution for your customers
  • It might mean extending an exclusive offer, crediting their account, or just helping your customer understand why T-Mobile is the best wireless choice
  • Whatever the fix, you’ll use all the tools and resources at your disposal to build customer loyalty and keep the customer in the T-Mobile family
  • Along the way, our extensive training will help you become an expert on all of our systems and products
  • You’ve got at least a year of call center experience, or experience in a position where “saving” or retaining customers was your top priority
  • You’re comfortable on a computer, and know your way around the Internet and basic computer applications
  • A high school diploma or GED is essential
  • Finally, we need people who can consistently show up on-time while bringing their “A” game to the table
10

Enrollment & Retention Representative SHP Resume Examples & Samples

  • Communicates with beneficiaries or other parties involved in the case, either by phone or letter. Records inquiries, requests and responses while on call to track trends, create reports and document performance on all cases
  • Identifies and researches complex enrollment issues and priority cases to increase membership and retain existing members. Educates beneficiaries how to enroll with Health Net SHP
  • Takes appropriate action to correct or resolve the priority case. Assists members in connecting with other county agencies or the State enrollment contractor to help resolve enrollment and retention issues
  • Analyzes system issues and makes recommendations for process improvements. In addition creates correction forms for discrepancies noted in any enrollment system
  • Trains new associates and answers questions relating to eligibility, retention, benefits, rates, methodology, and underwriting. Also assists in the distribution of workflow, quality and production standards of the team
  • Completes various administrative tasks, which may include mailing, faxing, updating databases, creating and maintaining group files, photocopying and microfilming
  • Minimum two years in a related field or production environment with personal accountability for own work
  • Healthcare industry experience preferred
  • Three years administrative/accounting experience in a Health Insurance environment preferred
  • Ability to comprehend and follow detailed procedural guidelines
  • Ability to type minimum 35 wpm
  • Ability to focus and complete multiple tasks accurately in a production environment
  • Must be flexible and receptive to working with a team
  • Must have advanced PC skills, especially with Excel, Word and email, with spreadsheet and database experience
  • Ability to calculate and reconcile fee payments
  • Excellent communication skills including ability to clearly communicate with beneficiaries, representatives from the Regional Director’s office, and internal and external customers via letter or by phone
  • Detail oriented with analytical skills
  • Excellent oral and written communication and phone presentation skills
  • Bilingual required, preferably Spanish
11

Customer Retention Representative Resume Examples & Samples

  • High school diploma or equivalent; however some college preferred
  • Three to five years of banking servicing experience or related work experience
  • Knowledge of commercial lending process
  • Knowledge of BMO Harris lending products along with Treasury & Payment Solutions products with the ability to provide limited problem resolution
  • Knowledge of basic financial and lending products (construction draw process specific to CRE)
  • Strong collaboration and teamwork skills
  • Ability to make sound transactional decisions in accordance with policies and directives
  • Customer service skills and problem solving skills
  • Ability to be pragmatic and decisive
  • Quick independent learner
  • Ability to communicate effectively by adding value to Account Management and Customers
  • Ability to learn proprietary systems with limited guidance and training. (Alltel, TPSS, APMS, Livelink, etc.)
  • Ability to make timely decisions in a fast paced environment
12

Patient Retention Representative Resume Examples & Samples

  • Work directly with current AHM patients to identify their challenges with continuing their relationship with AHM
  • Provide coaching to patients wishing to exit the program on all of the options available that would help them be more successful with home testing
  • Proactively assist suitable patients and caregivers/families to make home self testing more manageable
  • Work directly with other AHM departments to help identify patients requesting to exit the program and those that are at risk of being discharged from AHM services
  • Work with prescribing clinics to confirm patient suitability and compliance and obtain approvals for reactivation of patients that have been discharged from program
  • Engage patients to re-commit to home testing and to following their physician’s orders
  • Generate reporting on an ad-hoc basis
  • High school diploma. Associates’ degree preferred
  • Experience working in a patient services / healthcare industry desired
  • Some exposure to benefits programs, including Medicare and other insurance providers
  • Some sales experience a definite plus
  • Complete understanding of the programs and benefits offered by Alere Home Monitoring
  • Ability to provide superior customer service and meet customer satisfaction expectations via phone calls and written communication
  • Must be able to communicate effectively with all levels within the organization
  • Must be able to influence others through effective communication skills and company knowledge
  • Strong analytical ability with knowledge of statistical analysis and reporting practices
  • Ability to use multiple computer applications. Proficient in Microsoft applications, specifically, Word, Outlook and Excel
  • Ability to chart and follow designated workflow(s) in an electronic environment
13

Inside Retention Representative Resume Examples & Samples

  • Makes outbound follow-up calls to customers to inform them of customer referral program
  • Makes outbound follow-up calls to customers to inform them of new products/services or upsell them on enhanced packages
  • Refers complex problems to other departments for resolution
  • Negotiates pricing, products, promotions, and terms/conditions with clients
  • Ensures product pricing reflects pricing structures set at the corporate level
  • Educates customers in the use of installed products, service offerings, billing, charges, and product features
  • Maintains client satisfaction throughout the sales cycle
  • Individual success is dependent on high degree of internal collaboration and development of internal relationships required to resolve customer problems
  • Work involves multitasking and handling multiple tasks simultaneously: listening, answering questions, viewing multiple windows and order entry
14

Retention Representative Resume Examples & Samples

  • Negotiates penalties with clients to obtain at least the company specified minimum penalty payment
  • Develops proposals and presentations for add-on products/services purchased by previously acquired CB customers
  • Tracks orders and serves as a point of contact for client throughout sales and installation process. Keeps customers informed of installation progress and problems
  • Updates OPTIX (sales funnel/order generation) with all required customer information in a timely fashion
  • Remains current on technical information regarding Cox Business’s services/solutions, including telephony, data, wireless, and video services and offerings, Customer Premises Equipment (CPE), networking, consultation, negotiation and sales skills through completion of required/recommended training program
  • Spends the majority of work time talking on the telephone with customers. Handles calls from dissatisfied customers. Limited physical mobility; sit at their positions and take or make calls
15

Retention Representative Resume Examples & Samples

  • Takes direct and transferred inbound calls from customers who want to disconnect or downgrade their Home Life services, seasonally or permanently. Requests account information, accesses customer record databases or other electronic tools and information delivered to the desktop, and authenticates customer by requested PIN or other identifying information
  • Turns controllable requests for disconnection or downgrades into PSU sales and save opportunities and increases revenue by identifying customer’s service needs, using technical expertise to resolve customer concerns, and using proactive sales techniques
  • Asks customers questions to troubleshoot and resolve service, pricing and technical problems
  • Refers complex problems by warm transfer to a Supervisor or departmental resolution specialist or field operations for expedited resolution when appropriate
  • Up-sells and cross-sells video, internet and telephony to existing customers
  • Completes installation, disconnect, transfer (in some locations) and seasonal downgrade orders and updates customer accounts in customer record database
  • Issues trouble tickets in customer record database authorizing the repair of technical Home Life problems
  • Works with Cox employees from other departments to immediately resolve customer issues
  • Places follow-up calls to customers if there was a problem or change in installation services
  • Regularly researches and reviews competitive pricing and service offerings to provide competitive price and product comparisons to customers and sell against the competition
  • Resolves customer complaints and defuses situations calmly and courteously
  • Educates customers in the use of installed product, service offerings, billing, charges, and product features
  • Performs any necessary calculations pertaining to fees, time periods, pro-rated charges, or competitive pricing comparisons
16

Inside Retention Representative Resume Examples & Samples

  • Answers inbound customer controllable disconnect calls,. Engages in save activities on requests for disconnection, by resolving problems and creating solutions for our customers
  • Listens to and questions customers in order to understand their businesses’ communication needs, troubleshoot and resolve sources of service, pricing and technical problems.not sure we need this one?
  • Refers complex customers to the correct team or departments depending on M &P or Rules of Engagement (ROE) for resolution
  • Makes outbound calls to discuss win back offers
  • Negotiates contracts with clients to maintain the customers relationship
  • Up-sells bundled telephony, data, and video, as well as other Cox Business products to current customers
17

Retention Representative Resume Examples & Samples

  • 1+ year of experience in HMO / Managed Healthcare or Insurance industry
  • High School Diploma / GED and/or Associate's Degree in a related field
  • 3+ years of experience in Claims Processing, Customer Service, Reimbursement Methodologies and/or Member Retention
  • 1+ year of experience in Data, Financial and Reporting Collection and Analysis
  • Managed Care or Government Program experience
18

Account Retention Representative Resume Examples & Samples

  • Education equivalent to Bachelor’s Degree in sales or marketing, or the equivalent in related work experience, demonstrating good knowledge of business processes and sales cycles
  • Two to five years of inside sales and/or retention experience, or the equivalent in related work experience, demonstrating the ability to manage and develop existing and prospective accounts
  • Demonstrates general knowledge of Microsoft Word, Excel and Outlook as well as experience with a technology based Customer Relationship Management (CRM) tool
  • Target driven with strong organizational skills
  • Dynamic, energetic, ambitious, positive, enthusiastic
  • Able to adopt a highly organized, pro-active and systematic approach
  • Demonstrates the desire and ability to learn company products and services with the ability to match features, advantages and benefits to each individual customer
  • Capable of dealing with any customer no matter size or complexity of case within agreed inside sales parameters
  • Dedicated team player with drive and initiative
  • Articulate and friendly telephone manner with high level of experience
  • Ability to multi-task, work under pressure and meet and exceed set realistic targets
  • Flexible and proactive approach to work
  • Demonstration of a general knowledge of health and safety regulations desirable
19

Inside Retention Representative Cox Business Resume Examples & Samples

  • Listens to and questions customers in order to understand their businesses’ communication needs, troubleshoot and resolve sources of service, pricing and technical problems
  • Makes win back offers of credits, free repairs, and discounts according to company guidelines
  • Determines serviceability of client location and whether construction is required; if so, obtains construction estimate and uses market’s software to test IRR of proposed services
  • Performs any necessary calculations pertaining to fees, time periods, pro-rations, or competitive pricing comparisons
  • Produces win/loss reports for the Sales Manager
20

Customer Retention Representative Resume Examples & Samples

  • Wide breadth of direct and telephone sales experience (inbound and outbound)
  • Great negotiating and presentation skills over the phone
  • Outstanding oral and written communications skills
  • Prior experience in phone sales or retail extended warranty industry
  • Ability to learn and comprehend product knowledge
  • High competency in effective customer service
  • Superior capability in revenue generation
  • Strong proficiency with PC and Microsoft Office applications
21

Inside Retention Representative, Cox Business Resume Examples & Samples

  • Answers inbound customer controllable disconnect calls, and controllable disconnect calls escalated from residential call center departments. Engages in save activities on requests for disconnection, by resolving problems or offering incentives, credit, and other offers
  • Manages the base of revenue by proactively contacts customers 3-6 months of contract expire for renewal and upsell
  • Works with Sales Engineer (or Data Sales Engineer) and/or Sales Support Team to determine appropriate solutions and address any issues regarding installation or service
  • Up-sells bundled telephony, data, wireless, and video, as well as other Cox Business products to current customers
  • Works with Sales Support Administration to complete sales orders
22

Retention Representative Resume Examples & Samples

  • Proficiency in Microsoft Office: Excel, , Word, Outlook, Internet
  • Business Analysis Knowledge: Skilled to work in a fast paced environment. Must have strong analytical and problem solving skills
  • Customer Service: Skilled to communicate with all levels of management, internal and external customers
  • Experience with Customer Relationship Management software (Salesforce) preferred
  • Ability to work well as a member of a team or alone
  • Three to five years’ experience working in a demanding sales environments and experience with quota based goals. In addition, strong understanding of the demands of a call center environment and standard call center metrics highly preferred
23

Retention Representative Resume Examples & Samples

  • Contact individuals who need to re - certify in order to maintain their benefits and deliver the highest level of professional marketing and customer service standards with potential members successfully re - certifying members in a consistent manner that meets and exceeds the minimum performance standards as defined in the Retention Representative Performance Management Plan. Utilizing outbound phone calls, written correspondence, email, SMS texting notification, etc. to advise families about re - certification requirements and time frames and premium billing deadlines to facilitate these processes for our customers
  • Works with field Supervisor, Manager, Outreach Staff and Provider Advocates to manage all lines of business (MA, CHP, EP) to maximize retention potential by 1.) Following the pre - approved retention strategy to increase monthly membership retention rate. 2.) Attending company supported outreach events and partnership meetings to explore collaborations that will assist retention strategies. 3.) Creating additional strategies designed to increase enrollment growth. 4.) Identify new methodologies for tracking and reporting the department’s overall performance. Consistently submit applications across all product lines (where applicable) within an acceptable rejection rate level that meets and exceeds the minimum performance standard as defined in the Retention Representatives Performance Management Plan. At Management’s discretion, assist the Marketing Department in day - to - day operations. Assist with walk - in customers as needed
  • Represent UHC at various marketing sites, community events and during customer home visits as directed by Marketing Management. TA management’s discretion, assist the Marketing Department in day - to - day operations
24

Inside Retention Representative Resume Examples & Samples

  • Listens to and questions customers to understand their businesses’ communication needs, troubleshoot and resolve sources of service, pricing and technical problems
  • Makes win back offers of credits, free repairs, and discounts per company guidelines
  • Spends most work time talking on the telephone with customers. Handles calls from dissatisfied customers. Limited physical mobility; sit at their positions and take or make calls
25

Customer Retention Representative Resume Examples & Samples

  • Handle inbound and outbound calls to customers to assist with their policy related questions and verify and document information
  • Clearly explain the policy benefits and premiums due to customers
  • Use discretion and tact when speaking with customers
  • Reselling the benefits of our policies
  • Superior customer service skills required – friendly, efficient, good listener
  • Proficient use of the computer, keyboard functions and Microsoft Excel
  • Ability to work under pressure and multi-task
  • Must be detail-oriented with the ability to analyze information and make logical conclusions
  • Have a desire to learn and grow within the Company
  • 1+ years of experience; previous inside sales experience a plus
26

Retention Representative Resume Examples & Samples

  • Makes outbound calls to newly enrolled members (30 days, 60 days, & 90 days after enrollment is initiated) to discuss the HMO process, assist with scheduling appointments, answer benefit questions, & assist with preventative care education to increase HEDIS and STARS
  • Makes outbound calls to disenrolled members to survey member's dissatisfactions and identify process improvement opportunities. Follows compliance guidelines and provide feedback to help identify areas of improvement
  • Inputs retention and compliance tracking into a database for the purpose of tracking, trending, & reporting
  • Performs member outreach to assist Health Services in closing care gaps
  • Participates in the Member Navigation program which provides members with personal health care representatives that assist them in navigating through the managed care process
  • Assists Network Management in obtaining patient charts for the purposes of increasing RAPS scores
  • Identifies opportunities to improve the process for outbound calls, member contact and surveys
  • Required A High School or GED
  • Preferred An Associate's Degree in a related field
  • Required 2+ years of experience in outbound sales or customer service
  • Intermediate Demonstrated customer service skills
  • Beginner Ability to effectively present information and respond to questions from families, members, and providers
  • Beginner Ability to identify basic problems and procedural irregularities, collect data, establish facts, and draw valid conclusions
  • Beginner Ability to work independently
  • Intermediate Demonstrated interpersonal/verbal communication skills
  • Beginner Demonstrated problem solving skills
  • Beginner Demonstrated time management and priority setting skills
  • Beginner Knowledge of healthcare delivery
  • Required Beginner Microsoft Outlook
  • Required Beginner Microsoft Word
  • Required Beginner Other Ability to learn and use reporting tools (Crystal, Discovery, etc.)
  • Preferred Beginner Microsoft Excel
27

Consumer Retention Representative Resume Examples & Samples

  • Ability to meet and exceed monthly retention and sales goals
  • Quality oral and written communications skills
  • Strong listening skills with the ability to ask follow-up questions to understand root cause of issue
  • Strong customer focus dealing with escalated or irate customers
  • Excellent punctuality and work attendance history
  • Proficient in multi-tasking within several computer applications and databases
  • Good negotiating, indirect influencing and persuasive skills with a positive attitude and sales mindset
  • Successful completion of two (2) assessments is required for consideration in this role. You will be sent emails with the links upon completion of your application. Assessments need to be completed as soon as possible so next steps can be considered
  • Prior experience in a retention, customer-facing environment, or commissioned based position
  • Experience in an in-bound or out-bound call center environment
  • Six or more months of customer service experience