Insurance Back-office and Outbound Specialist
Role Details
Type of Support: Backoffice and Outbound
Contract Type: Full-time
Training Schedule: Open Schedule availability
Work Schedule: Open Schedule availability
Work type and Location: Hybrid - San Pedro Sula & Tegucigalpa
Start Date: April 24th, 2025
About Us
We connect talented people globally with innovative companies who want to build, transform, and scale their operations. We provide talented global teams, strategic expertise, and seamlessly integrated technology to extend the positive impact good business can have everywhere.
We are recognized as a Most Loved Workplace, and we think it’s because we believe that culture drives business success. We encourage our associates to bring their whole, authentic selves to everything they do at PartnerHero. So bring your experience and your talents, and also bring your passion and everything else that makes you who you are. You will always be supported to do your best work at PartnerHero, enjoy your day-to-day, and thrive.
The Role
The Client Outreach Coordinator is responsible for calling clients at their scheduled times and transferring them to a speech-language pathologist on our team if they successfully answer. Additionally, they’re responsible for following up with clients who missed their consultation appointment with an established follow-up sequence
This is a hybrid role that will require 2 days in the office.
What You’ll Do:
- You will call clients during their scheduled consultations
- Work down a daily list of prospective clients for outreach who missed their initial consultation
- Follow a documented outreach cadence for each client, including text messages and
outbound calls over several days. - Confirm information provided by the live caller in advance of transfer.
- Transfer live callers to a speech-language pathologist. If one is unavailable, reschedule the
client’s consultation at a desired time. - Correspond with clients via text message in an attempt to get in contact or schedule a follow-up.
- Provide excellent client services and support, and use scripting as necessary for client
communications. - Document all outreach attempts, follow-up activities, and statuses within our CRM platform.
- Potential addition of Inbound call answering in the future, following scripted information
- verification/collection, and call routing.
- Experience with and competency in office productivity and collaboration tools such as: Office/Teams or Google Suite, and Slack.
- Familiarity with Salesforce or other CRM platforms.
What We Expect From You:
- Excellent English skills - spoken and written
- Passion for creating exceptional customer experiences and an ability to use challenging situations as an opportunity to exceed customer expectations
- Ability to thrive in a dynamic and evolving environment - must be adaptable
- Metrics-driven and proven ability to handle a high volume of customer interactions
- Strong conflict resolution skills and even temperament in challenging situations
- Understanding of active listening techniques
- Comfortable using a computer
What You’ll Get In Return:
- Hybrid working arrangements
- Competitive Base Salary
- Generous paid vacation
- Attractive benefits package including medical, dental, and vision options that are applicable per country of residence for all our full-time employees
- Access to free posture-based fitness workouts from home paid Sabbatical Leave
- Training opportunities provided by PartnerHero and outside entities
- 1-on-1 coaching with feedback sessions, mentorship, and opportunities for cross-functional development
Company Culture Is At Our Core
Our core values bring intention to our work and set the tone for our culture. From the partners we serve to the associates who work with us, we share a set of core values that guide our actions.
- Care for others - Cooperate, empathize, and seek opportunities to put each other first.
- Embrace growth - Expand your mind by taking calculated risks, developing your skills, and staying open to change
- Manifest trust - Trust is the bond that allows us to work at our highest levels, as members of a team, in a unified direction. It is continuously earned by delivering on our commitments.
- Take ownership - Doing the right thing should come naturally.
- Be humble - Seek guidance, receive feedback, ask questions, and listen to your colleagues
PartnerHero is proud to be an equal opportunity workplace. We value diversity, inclusion, equity, and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
We are committed to the inclusion of all individuals and will make reasonable accommodations for qualified individuals with disabilities in our job application process. If you require assistance or accommodations to participate in the job application or interview process, please contact [email protected].