Why Keystone Advisors? It is all about learning and growing.

Our licensed customer service representative role may be a new career for you. There’s a lot to learn, but the journey is mapped out and Keystone Advisors is willing to invest in you! Our training program includes all training materials, class discussions, hands-on training, and instructor-led guidance will help you to support our membership independently. We also pay for all licensing costs!

The Opportunity
We are currently seeking dedicated professionals to work in our Houston office for insurance customer service and sales opportunities. Work schedules will vary and may include some weekends, during the busy season. We have new training classes starting every month.

Our licensed customer service representatives work within defined guidelines and framework, to provide customer service, sales, and retention activities for various health insurance product lines. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, etc.) to provide adequate coverage and advice to help ensure members receive the best health coverage offering.

What you'll do:

  • Facilitate the member experience by answering inbound phone calls, emails, and/or other contacts from members.
  • Apply developing knowledge of health insurance to assist members with quotes, binding new business, and post enrollment information.
  • Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including products and services.
  • Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
  • Use the tools and resources available to support members with some assistance.
  • Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.

What you have:
High School Diploma or GED equivalent
Ability to communicate clearly and professionally with members by phone, and email to process information related to insurance products.
Active General Lines Life & Health Insurance License

What sets you apart:

  • Must be bilingual - English/Spanish
  • Intermediate to Advanced proficiency – Bilingual in Spanish, Vietnamese, Farsi, Arabic, Urdu/Hindi
  • 1 year of customer contact experience in a needs-based sales environment
  • Prior experience in a fast-paced contact center environment
  • 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face
  • Prior Salesforce experience

Medical, Dental, Vision benefits

100% sponsored fitness benefit

Paid holidays and PTO accrual

Pay range $17-$24