· Demonstrate articulate, polite, and tactful communication both verbally and in writing. Engage with clients and team members professionally to facilitate smooth interactions and resolve issues.

· Proficient knowledge and ability to use advanced features of Excel, Outlook, and Microsoft Office Suite to manage data, generate reports, and streamline office operations. This includes creating and maintaining, producing, and cleaning up complex spreadsheets.

· Handle inbound calls promptly and direct them to the appropriate department or individual.

· Provide accurate and helpful information to clients and serve as the main point of contact, ensuring their needs are addressed efficiently.

· Address and resolve client inquiries and issues related to policies, benefits, and coverage. Provide guidance and solutions based on a thorough understanding of company products and services.

· Oversee and manage a high-volume inbox for a book of 50+ group accounts. Prioritize, organize, and respond to emails related to various client needs, policy updates, and administrative tasks.

· Cultivate and enhance relationships with existing clients to ensure their continued satisfaction and loyalty.

· Develop and implement strategic plans to effectively manage and grow a book of business. This involves analyzing account performance, identifying opportunities for improvement, and maintaining strong client relationships.

· Process and handle requests for new or replacement ID cards solely for the assigned book of business. Ensure requests are completed accurately and promptly and communicate with clients regarding the status of their requests.

· Execute daily administrative tasks, including managing Outlook inbox, managing portals related to the book of business, scheduling meetings with internal or external contacts, ensuring all policy documentation is accurate, complete, and up to date, and maintaining organized records. This involves efficient task prioritization and attention to detail.

· Demonstrate strong organizational skills with the ability to manage multiple tasks simultaneously. Prioritize daily responsibilities to meet deadlines and maintain high productivity levels.

· Contribute positively to team dynamics by working cooperatively with colleagues. Support team initiatives and participate in collaborative projects to achieve common goals.

· Participate in internal training sessions and professional development programs to enhance skills and knowledge.

· Possess a Health and Life Insurance License or be willing to obtain one within six months of employment. This certification is essential for providing accurate information and handling insurance-related transactions.

· Minimum of (3) years of experience in the insurance industry, including direct experience with medical benefits or direct insurance-related experience. Familiarity with benefit/eligibility portals is preferred.

· Ability to work independently in a remote environment while maintaining high productivity and meeting performance expectations.

· Overall account group oversight by managing all aspects related to employer-based/Self-Funded insurance plans. This includes coordinating with Group Admins, Brokers, and General Agencies, addressing group-specific issues, and ensuring comprehensive management of each account.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and Experience:

• 3+ Years of prior insurance experience, required
• A high school diploma or the recognized equivalent, required
• 3+ years of prior medical benefits-related insurance experience required
• Working knowledge of Microsoft Office (intermediate to advanced Excel knowledge)
• 3+ years of prior experience working in an administrative/office setting

Other Qualifications:

• Must possess excellent verbal and written communication skills
• Ability to work well independently on assigned duties and collaborate effectively with a team
• Must be comfortable with Microsoft Office (Excel, Word, Outlook, etc.)
• Bilingual, not required, but a plus.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Moderate stress due to regular deadlines and daily challenges
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20 lbs.

Job Type: Full-time

Pay: $27.00 - $29.00 per hour

Benefits:

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

Schedule:

• 8 hour shift

Experience:

• Customer Service : 1 year (Preferred)
• Insurance : 1 year (Preferred)
• Medical Benefits : 1 year (Preferred)

License/Certification:

• Health & Life Insurance (Preferred)

Work Location: In person

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