What are the responsibilities and job description for the Customer Service and Office Support position at Carolina Insurance Group LLC?
This will be a dual role in assisting with Health Insurance as well as Financial Services. We do offer Employee Benefits such as Health, Dental, Vision, Life, and Disability Insurance.
Responsibilities
- Respond to inquiries from policyholders, providers, and other stakeholders regarding health insurance coverage, benefits, claims, and related matters.
- Assist customers with understanding their insurance policies, including deductibles, copayments, and coverage limits.
- Process new enrollments, changes to existing policies, and cancellations in accordance with company policies and regulatory requirements.
- Resolve customer issues and concerns promptly and professionally, escalating complex inquiries as needed.
- Educate customers on available healthcare services, network providers, and wellness programs.
- Coordinate with other departments, such as claims processing and underwriting, to address customer needs effectively.
- Maintain accurate records of customer interactions and transactions using the company's customer relationship management (CRM) system.
- Stay informed about changes to healthcare laws, regulations, and industry trends to provide accurate and up-to-date information to customers.
- Contribute to the continuous improvement of customer service processes and procedures.
- Assist clients with account inquiries, transactions, and account maintenance requests, ensuring prompt and accurate resolution of issues.
- Conduct proactive outreach to clients to review account performance, discuss investment opportunities, and identify potential financial planning needs.
- Facilitate the onboarding process for new clients, including account setup, documentation, and account funding.
- Document client interactions and maintain detailed records of client communications and transactions in the firm's CRM system.
- Participate in training programs and professional development activities to enhance knowledge of wealth management products and services.
Qualifications
- Prior experience in customer service, preferably in the healthcare or insurance industry.
- Knowledge of health insurance terminology, products, and regulations.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities and attention to detail.
- Proficiency in using computer systems and software applications, including CRM tools.
- Previous experience in financial services, wealth management, or customer service preferred.
- Health Insurance License preferred, but not required (or willingness to obtain a license within a specified timeframe).
- Series 7 and Series 63 licenses preferred, but not required (or willingness to obtain licenses within a specified timeframe).
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $32,000.00 - $40,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Shift:
- Day shift
Work Location: In person
Salary : $32,000 - $40,000