Keystone Advisors (11-50 Employees, 2 Yr Employee Growth Rate)

1-Year Employee Growth Rate | 2-Year Employee Growth Rate | LinkedIn | $0 Venture Funding

What Is Employee Growth Rate & Why Is It Important?

Keystone Advisors Overview

At Keystone Advisors we partner with top insurers to help clients find essential health coverage in 49 states. We provide individuals, families, and businesses with health, dental, vision options, as well as Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans.

We are experts in the health insurance market and define our outstanding performance. Our team gives their best to match our clients’ needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for our clients and customers.

Job Summary

Keystone is a fast-growing company seeking top talent in Texas, Utah, and Florida. If you enjoy working in a fast-paced environment and want to be part of a team with a purpose Keystone may be right for you.

We are seeking a licensed Member Services Representative to provide superior customer service to all agency clients and will be expected to make outbound and inbound calls. This position is eligible to be remote, must have license to qualify. The representative will be responsible to assist clients with inquiries, review benefits and answer any questions pertaining to their programs.

Duties and Responsibilities

  • Outbound and Inbound call activity
  • Update client accounts in CRM systems
  • Provide excellent customer service with all customers
  • Maintain and ensure privacy and confidentiality of customers PHI and other sensitive data.
  • Work flexible hours to meet business needs
  • Additional duties may be assigned as needed
  • Medicare Enrollments


  • High School Degree or Equivalent, required
    • Some College+, preferred
  • Active Group 1-Health & Life License
    • Maintain CE to ensure active license status.
    • Clear a State required background check to obtain and maintain license
  • Clear an employer background check
  • Appointment Release Letter required before the start date

Knowledge, Skills, Abilities

  • Excellent communication and interpersonal skills
  • Basic computer proficiency
  • Confident self -starter who works well independently
  • Attention to detail and accuracy of information
  • Team oriented
  • Proficiency with software applications
  • Ability to work in fast paced environment with accuracy
  • Bilingual: English/ Vietnamese, Spanish and or Arabic fluent speakers, plus
  • Must Be Coachable, Team Player
  • Well spoken, can articulate well with all prospects and existing customer base.
  • Good Time Management
  • Strong relationship building
  • Build “Team” culture with own team and other departments

Working Conditions

  • Required to have a dedicated work area established that is separate from other living areas and provides information privacy
  • Ability to keep all company sensitive documents secure.
  • Must live in a location that can receive a Keystone approved high-speed internet connection or leverage an existing high-speed internet service
  • Must reside in Texas, Utah, or Florida

Physical Requirements

  • Sit for 8 hours or more
  • Walk/stand and bend
  • Ability to communicate – verbally and audibly
  • Ability to use computer, keyboard, phones, and headsets
  • Ability to multi-task

Company Benefits

  • Medical Insurance, Company Paid Dental/Vision Insurance
  • E.A.P
  • Paid time off
  • Generous paid Holidays
  • Quarter Company Events
  • Remote/ Telecommute or on-site

Tagged as: 11-50 Employees, Hide US-Only Jobs

Job Overview
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