Work From Home - Bilingual Client Services Representative
AO Garcia Agency
Middletown, New Castle County68k–68k
Posted 8/25/2026
Customer Service Representative (Remote)
HEALTHPLANONE, LLC
Cary, North Carolinafull–timePosted 8/19/2026
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About this role
HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today. At Health Plan One, we are dedicated to providing exceptional support and care to our clients. Our mission is to ensure that our clients receive the best possible service, resources, and benefits available to them. We believe in making a positive impact on the lives of those we serve, and we are looking for individuals who share this passion. We are seeking a motivated and compassionate Customer Service Representative (CSR) to join our team. The CSR will play a crucial role in our Retention Calls, Health and Resource Assessment (HRA), and Enrollment Verification (EV) initiatives. This role requires excellent communication skills, a customer-focused attitude, and the ability to navigate complex situations with empathy and professionalism. Key Responsibilities Retention Calls: • Reach out to current clients to address their questions and needs. • Focus on the 3 R’s of customer loyalty: retention, related sales, and referrals. • Provide exceptional service to retain customers and encourage word-of-mouth marketing. Health and Resource Assessment (HRA): • Conduct thorough assessments to maximize the resources available to clients. • Identify and provide additional benefits that clients may qualify for. • Document and share impactful stories of client assistance on SharePoint under the "Make A Difference" folder. • Collaborate with carriers to acknowledge and celebrate these success stories. Enrollment Verification (EV): • Conduct Enrollment Verification calls with the following objectives: • Verify that the customer understands the plan they enrolled in and its start date. • Ensure accurate contact information is on file and capture the customer's email address. • Confirm that the Agent of Record (AOR) has reviewed the customer's doct
Read the full description and requirements on the original posting.
Tailor your resume for this Customer Service Representative (Remote) role
HEALTHPLANONE, LLC and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses, and make your location (Cary, North Carolina) clear. For customer service roles like this one, recruiters commonly scan for:
- Zendesk
- CRM
- Conflict Resolution
- CSAT/NPS
- Onboarding
- Ticketing
- Live Chat
- Retention
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Build a matching resume — freeFrequently asked questions
Is the Customer Service Representative (Remote) role at HEALTHPLANONE, LLC remote?
This role is based in Cary, North Carolina. Check the original posting for any hybrid or remote flexibility.
How do I apply for this Customer Service Representative (Remote) job?
Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.
How do I tailor my resume for this Customer Service Representative (Remote) role?
Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills customer service recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.
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