Customer Service Representative/Licensed Insurance Agent

JOB SYNOPSIS

Under general supervision, the employee provides customer service and support for clients of the agency by performing specific duties as outlined below.

JOB QUALIFICATIONS

· Health and life insurance agent is preferred, but not required. Must obtain a Health and Life license within 90 days of employment.

· Prior customer service preferred.

· Must be proactive, flexible, team player who is comfortable working in a small company environment, taking on multiple responsibilities.

· Maintains a strong work ethic, while keeping the best interests of the company in mind.

· Must be honest and possess a high level of integrity.

· Must be a self-initiator, with the ability to problem-solve and work independently.

· Must be organized and task oriented; able to multi-task in a fast-paced, team- oriented environment with multiple deadlines; and adapt readily to both changing priorities and diverse work styles.

· Demonstrates strong communication skills, with the ability to convey detailed information, both orally and in writing, in a clear, concise, and grammatically correct manner.

· Requires ability to maintain an approachable, friendly demeanor and work with competing priorities and demands.

· Requires excellent people skills and the ability to build and maintain positive, supportive working relationships.

· Must possess the ability to draft and write detailed notes and other communications.

· Must be able to demonstrate proficiency in Microsoft Suite (Word, PowerPoint, and Excel) with the ability to understand and learn new software.

SPECIFIC DUTIES

Clerical Duties

· Answers telephone, assist customers with claims, cards, service issues, manage changes in our benefits systems,

· Running errands as needed for the office. General office duties, ordering supplies/put away as needed, keeping paper in machines, office tidy.

· Maintains knowledge of key clients and contacts and uses software to record client activity.

· Sets up and maintains files, materials, information, schedules, and related data.

· Writes and prepares letters, memos, e-mails, and reports in draft and final form.

· Proofreads and edits materials to ensure high quality communications.

· Researches and provides information materials, such as electronic data (Internet) for projects and special assignments.

Client-Customer Service Duties

· Responds in a timely manner to questions regarding benefits from business owners, group administrators, and employees.

· Receives, processes and updates incoming group information into the benefits software system in order to keep records up-to-date and information readily available for responding to clients in a timely manner.

· Submits benefit enrollments, terminations, and changes, to insurance carriers using both the benefits software system and paper forms for groups not using the software as needed. Manage the changes in our benefit systems to ensure completion by carrier and note completed.

· Contacts newly hired employees of group clients to communicate benefit options and advise of the enrollment process, at the client's request.

· Prepares and mails State Continuation forms to terminated employees (for groups not subject to COBRA), at the client's request.

· Assist with mailings to clients.

· Addresses and reconciles billing discrepancies, at the client's request.

· Assists with claims resolution.

· Assists employees with the benefits software system online enrollment, both during and after open enrollment meetings.

· Follows up with employer/employees on outstanding questions from enrollment meetings.

· Ensures all employees successfully enroll or waive benefits.

· Obtains and communicates insurance carrier identification information to the employer and employees.

WORK ENVIRONMENT

Work is generally performed in a modern, climate-controlled office setting.

JOB REQUIREMENTS AND COMPENSATION/BENEFITS

This is a full-time position. Salary will be determined based upon qualifications and experience. Other compensation details are as follows:

• This position requires that you work full-time, five days per week in our office in Kenbridge, VA with travel between client worksites, as required by client meetings and projects; and

• This position generally is not eligible for telecommuting or working from home.

We offer an excellent benefits package including the following:

• medical, dental, and vision insurance

• normal holidays

• paid time off

• annuity options

• 401K

Job Type: Full-time

Pay: $48,098.00 - $57,321.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Kenbridge, VA 23944 (Required)

Ability to Relocate:

• Kenbridge, VA 23944: Relocate before starting work (Required)

Work Location: In person

Salary : $48,098 - $57,321