Customer Service Representative II

About Plan Advisors: 

Headquartered in Doral, Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.

Job Summary:

We are seeking a dedicated Customer Service Representative to join our on-site call center. The ideal candidate will be responsible for handling a variety of customer service interactions, from outbound call campaigns to responding to inbound calls and emails.

Primary Responsibilities:

• Exceptional customer service experience.

• Providing call backs and follow up calls as needed

• Responding to clients via inbound call, email, or website

• Transferring calls to licensed agents as needed

• Following company policies and procedures

• Following call center workflows and desktop procedures

• Maintaining call center metrics as determined by management

• Completing miscellaneous tasks as assigned by management

• Performing outbound call campaigns, as needed.

Primary Skills & Requirements:

• High School diploma or equivalent is required

• Ability to multi-task in a fast-paced environment

• Effective communication, both orally and in writing

• Highly detail-oriented

• Positive attitude and the ability to work well with others

• Prior call center experience preferred

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.