What are the responsibilities and job description for the Sales/Customer Service Specialist position at Southwestern Montana Insurance Center, LLC?
Overview
We are seeking a Sales/Customer Service Specialist to join our team. In this role, you will be interfacing with existing clients and prospective clients. Your ability to communicate effectively and handle customer inquiries will be essential in ensuring a positive experience for our customers and potential clients. This position requires strong collaboration skills and a commitment to client satisfaction.
Duties
- Prospect new accounts for Sales
- Obtain health and ancillary quotes with carriers for groups that you have prospected and assist Customer Service clients
- Prepare /submit contracts and assemble materials for Open Enrollments to complete the sale of a new or renewal of existing groups
- Assistance with Data Entry
- Assist Customer Service Clients (individual and group) with paperwork submissions to carriers
- Problem-solve client Customer Service health benefit issues
- Keep digital and paper files organized
- Communicate with clients, team, and management on the status of your workload in a timely manner
- Maintain confidentiality per HIPAA and PHI guidelines - Providing information only on a need-to-know basis
- Become Marketplace certified
- Travel - You may be requested to participate in day trips and overnight trips with the state of Montana for business purposes. However, we will take into account your family needs first
Qualifications
- Proven experience in customer service or client services is preferred.
- Strong communication skills in English, both written and verbal.
- Ability to analyze situations effectively and provide appropriate solutions.
- Proficient typing skills for efficient data entry and documentation.
- Ability to work collaboratively within a team environment while also being self-motivated.
- A positive attitude and willingness to learn new processes and systems.
- Licensure in Health and Life preferred or required within the first 90 days of employment (Paid by company).
Join us in delivering outstanding service to our customers while growing your career in a supportive environment!
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Shift:
- Day shift
Ability to Commute:
- Belgrade, MT 59714 (Required)
Ability to Relocate:
- Belgrade, MT 59714: Relocate before starting work (Required)
Work Location: In person
Salary : $55,000