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Keystone Advisors

Contracting Representative - Spanish Bilingual

7 Days Ago
Houston, TX, USA
39 Employees
1-3 Years of Experience
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39 Employees
1-3 Years of Experience
Insurance
As a Bilingual Spanish Contracting Representative, you will handle licensing and contracting for agents, provide support through phone and email, and assist in recruiting new agents. You'll help build relationships with partners and ensure they have the necessary resources to succeed.
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Keystone Advisors

Data Reporting Analyst

7 Days Ago
Houston, TX, USA
39 Employees
1-3 Years of Experience
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39 Employees
1-3 Years of Experience
Insurance
The Data Reporting Analyst is responsible for managing data systems and reporting frameworks, ensuring data integrity and accuracy, transforming raw data into actionable insights using statistical techniques, and collaborating with management across departments. The role involves data cleansing, trend analysis, dashboard development, and presenting findings to support strategic decision-making.
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Keystone Advisors

Retention and Client Operations Manager

8 Days Ago
Houston, TX, USA
39 Employees
5-7 Years of Experience
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39 Employees
5-7 Years of Experience
Insurance
The Retention and Client Operations Manager will lead a team to enhance customer service and retention strategies, ensuring high satisfaction levels. Responsibilities include overseeing operations in a call center environment, mentoring team members, analyzing customer data for improvements, collaborating with other departments, and resolving escalated customer issues.
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Keystone Advisors

Retention Specialist - Bilingual in Spanish

15 Days Ago
Houston, TX, USA
39 Employees
3-5 Years of Experience
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39 Employees
3-5 Years of Experience
Insurance
The Retention Specialist at Keystone Advisors is responsible for providing superior customer service to agency clients. They will handle inbound and outbound calls, assist clients with inquiries, review benefits, and answer questions about their programs. The successful candidate should have strong knowledge of CRM systems and Microsoft suite products, as well as experience in customer service, sales, or the healthcare industry. They will also develop retention strategies, negotiate contract renewals, and resolve customer issues.
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