Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; and ascertaining long-term goals.
Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Obtains underwriting approval by completing the application for coverage.
Job Requirements for Healthcare Specialist- CSR
Can start ASAP
Amenable to work on-site
Filipino Citizen, or hold relevant residence status
Good verbal, listening, and communication skills. Preferred language: English.
With or without BPO or call center experience
Experience in any of these is a plus. (Sales, Tech, GDS, B2B, Collection, Billing, or Customer-facing)