About Clearview Insurance Group

Clearview Insurance Group is a ground-breaking and dynamic team dedicated to helping individuals find the perfect Medicare Advantage plans tailored to their needs. As a brand-new member of our squad, you'll receive all the training and resources you need to continue your career in this exciting field.

Job Title: Remote Medicare Call Screener

Company: Clearview

Location: Remote (United States)

Job Type: Full-Time

Reports to: Call Center Manager

Job Summary

Clearview is seeking a motivated, articulate, and detail-oriented Remote Medicare Call Screener to join our growing team. This is a critical front-line role responsible for being the first point of contact for individuals inquiring about Medicare products. The ideal candidate will have a professional and friendly demeanor, the ability to follow a script precisely, and a talent for quickly identifying qualified prospects.

Your primary responsibility will be to answer inbound calls, screen potential clients based on a set of qualifying questions, and execute seamless transfers of eligible and interested individuals to our licensed Medicare Sales Agents. Your efficiency and accuracy directly contribute to the success and productivity of our entire sales department.

Key Responsibilities

Answer a high volume of inbound calls promptly and professionally in a remote setting.
Provide a warm and welcoming first impression that reflects our company's values.
Utilize a provided script and qualifying questions to determine caller eligibility and interest in Medicare products.
Accurately gather and document essential caller information, including name, contact details, and other screening data, into our CRM system.
Execute confident and seamless live, warm transfers of qualified leads to the next available licensed sales agent.
Politely and professionally disengage with callers who do not meet the qualification criteria.
Adhere strictly to all company policies, procedures, and CMS (Centers for Medicare & Medicaid Services) compliance guidelines.
Meet or exceed key performance indicators (KPIs) such as call handling time, transfer rate, and quality assurance scores.

Qualifications and Skills

Required:

High school diploma or GED equivalent.
1+ years of proven experience in a high-volume call center, customer service, or telemarketing role.
Exceptional verbal communication and active listening skills.
A clear, professional, and friendly phone voice and demeanor.
Ability to follow scripts and internal procedures with precision and consistency.
Strong data entry skills with high attention to detail.
A self-starter with the ability to work independently and stay motivated in a remote environment.
Tech-savvy with proficiency in basic computer applications and the ability to learn new software quickly.

Preferred (Bonus Points):

Prior experience in the insurance or healthcare industry, particularly with Medicare.
Bilingual (English/Spanish) is highly desirable.
Experience working in a remote call center environment.
Familiarity with CRM software.

Compensation and Benefits

Pay Rate: $15.00 per hour.
Incentives: Lucrative performance-based bonus and incentive structure.
Benefits:
Comprehensive health, dental, and vision insurance.
Paid Time Off (PTO) and paid holidays.
A fully remote work environment – no commuting!
Opportunities for growth and advancement within the company.

Technical Requirements

A quiet, dedicated, and distraction-free home office space that ensures call privacy.
A reliable, high-speed internet connection (minimum of 25 Mbps download and 5 Mbps upload).
A modern computer and a USB headset.

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