As a licensed insurance agent in Medicare, Life, and health, it was the duties to instruct clients and callers on plans and policies. Such concerns for Medicare was information such as enrollment periods, (IEP, OEP, GEP, SEP...etc.) as well as eligibility, LEP, and other factors concerning their specific situation. As a health and life insurance agent, it was duty to find the right plan that met their needs and budget.
While working in remote position, it is the duty of an agent to take inbound calls, while being active in a Microsoft teams meeting. Assisting the customer based on needs involving:
Use Zoom meetings and make outbound calls to help clients understand insurance policies and enroll them based on needs and budget, and provide information as needed such as:
As a field technician it is the duty to ensure the working of customer's services in their homes. Such duties involve:
Madison is a business partner with Comcast where several different roles were achieved: