Customer Care Specialist

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

Your Way Insurance is a people-first organization built on compassion, integrity, and service. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers and choose coverage with confidence.

Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses, and communities to thrive. We believe every candidate brings something unique to the table, including you! This is a fully remote role.

An application with us takes only 3 minutes!

How you'll make an impact

• Accepting internal inbound calls from sales agents to conduct third party verification
• Verify client’s information, Dr’s & Rx as shown on their application & confirm intent to enroll
• Conduct HRA/MCA assessments
• Present options for Carrier mail order pharmacy
• Answer questions customer may have with their new plan
• Driving higher effectuation & long-term value for company

About You

• An active Resident Health Insurance License and any additional certifications/licenses as required by CMS
• Ability to interact professionally with customers, addressing their needs and concerns effectively.
• Experience using Customer Relationship Management (CRM) software, call center software, and Medicare Enrollment tools to manage customer interactions and resolve customer issues.
• Skills in Microsoft Office applications for organizing and tracking information.
• Attention to detail and the ability to maintain accurate and organized records of customer interactions.
• Comprehensive understanding of Medicare regulations, policies, and procedures in the US healthcare system.
• Ability to explain complex healthcare information to clients in a clear and understandable manner.
• Commitment to ongoing education and training to stay updated with changes in Medicare regulations and policies as set by CMS and other relevant governing bodies.
• A valid and active license to sell Medicare plans as well as prior experience working in the healthcare industry are desirable, but not required.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

• An active Resident Health Insurance License and any additional certifications/licenses as required by CMS
• Ability to interact professionally with customers, addressing their needs and concerns effectively.
• Experience using Customer Relationship Management (CRM) software, call center software, and Medicare Enrollment tools to manage customer interactions and resolve customer issues.
• Skills in Microsoft Office applications for organizing and tracking information.
• Attention to detail and the ability to maintain accurate and organized records of customer interactions.
• Comprehensive understanding of Medicare regulations, policies, and procedures in the US healthcare system.
• Ability to explain complex healthcare information to clients in a clear and understandable manner.
• Commitment to ongoing education and training to stay updated with changes in Medicare regulations and policies as set by CMS and other relevant governing bodies.
• A valid and active license to sell Medicare plans as well as prior experience working in the healthcare industry are desirable, but not required.
• Accepting internal inbound calls from sales agents to conduct third party verification
• Verify client’s information, Dr’s & Rx as shown on their application & confirm intent to enroll
• Conduct HRA/MCA assessments
• Present options for Carrier mail order pharmacy
• Answer questions customer may have with their new plan
• Driving higher effectuation & long-term value for company