Call Center Specialist


Cleveland, OH

Industry: IT Consulting/Services


Not Specified years

Posted 334 days ago

  by    Gagan Kapoor

This job is no longer available.

Position Title: Call Center Specialist

Position Number: 276450

Location: Cleveland, OH

Desired Skill Set:

Bilingual, Call Center, Cantonese, Customer Service

Position Description:

Title: Bilingual TeleApp Call Center Representative - Cantonese


The Bilingual Customer Service Representative is responsible for delivering a positive application experience for prospective policyholders of New York Life. The Bilingual Call Center Representative places outbound calls to and services inbound calls from policy applicants to collect and compile key data points that support the policy underwriting process. 

Primary Responsibilities: 

Conduct inbound and outbound applicant interviews with both expediency and accuracy to collect and compile key data points that support the policy underwriting process. 

Conduct interviews fluently in Cantonese and English. 

Use various systems to: access the applicants' phone number to dial calls; manage and update the call disposition; and conduct the interview. 

Assist underwriters during the underwriting process by conducting follow up calls with applicants for additional information.

Access databases and website (e.g., medical dictionaries, underwriting references, medication and/or physician look ups) at point of call. 

Trigger alerts to the Agent, General Office staff and/or Underwriter when necessary. 

Handle status inquiries from applicants, Agents, General Office personnel and underwriters. 

Handle interviews of higher complexities such as applicants who may have more remarkable personal and health histories; and with applicants applying for higher coverage amounts. 

Research special cases and disposition them appropriately. 

Operate with a continuous improvement mindset, providing feedback and suggestions to improve the telephone interview application process to immediate manager. 


1 to 5years experience in a customer service environment (highly preferred) 

Must be fluent in English and Cantonese (Verbal & Written)

Excellent written, verbal and interpersonal skills required 

Background in medical terminology and/or life insurance underwriting (preferred but not required) 

Demonstrated passion for continuous improvement and service excellence 

Strong computer skills highly preferred 

Training & Development: 

Bilingual Customer Service Representative will undergo a comprehensive on the job training environment to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, arrest and conviction records, or any other characteristic protected by law. Positions located in San Francisco, California will be administered in accordance with the Fair Chance Ordinance.