Life and Health CSR (full-time), CIS (on-site)

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities

FULL-TIME HOURLY: These employees work from 30 to 40 hours each week and are paid on an hourly basis. They are eligible for the same benefits as salaried employees and paid time off is paid at 8 hours per day. 

JOB SUMMARY:

Provides exceptional customer service to clients and assists them with all aspects of life and health insurance products.  This position is fully-on site.

EDUCATION/EXPERIENCE REQUIRED:

• High school diploma or equivalent
• One year of life and health insurance experience preferred

QUALIFICATIONS/SKILLS REQUIRED:

• Life and Health licenses – if not currently licensed, must be able to obtain license within 6 months
• Basic skills in Word and Excel
• Familiarity of Applied Systems, Zywave and other benefit administration systems a plus
• Excellent written and verbal communication skills
• Dependable and accurate
• Strong organizational and time management skills
• Commitment to customer service
• Outgoing personality is desired
• Good listening skills and patience in working with clients
• Team player attitude with ability to work in a team environment
• Sales oriented
• Some understanding of company-specific applications & underwriting preferred
• Able to work in a fast-paced environment and utilize strong organization skills
• Able to evaluate customer needs and place with the appropriate market 

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

1. Services existing individual and group life and health customers including claims, billing, and new employee enrollment renewals.

1. Manages employee benefit customer service needs, helping with all service needs that arise throughout the year. Builds strong relationships with clients to become a trusted resource whenever they should need elp.

1. Markets existing and potential customers’ insurance with all insurance carriers during the bidding process. Puts together the quote request and submits to all carriers. Coordinates the proposals when received and attaches them to the appropriate customer.

1. Assists in the spreadsheet and presentation process to build proposals for new and renewing customers, building comparison spreadsheets and compiling benefit information to present to customers.

1. Assists Insurance Benefits Officer with group policies and provides client support in absence of the Insurance Benefits Officer. 

1. Scans client paper files into the Applied system. 

1. Maintains database of life and health insurance carriers, including agent codes, log-in information, and contact information.

1. Documents incoming and outgoing mail daily.

1. Performs other duties as assigned.

  BENEFITS:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Vacation
• Paid Holidays
• Employee Stock Ownership Plan
• 401k Plan
• Flexible Benefit Plan
• Voluntary Life Insurance
• AD&D Insurance
• Discounted Banking Services
• EAP (Free counseling sessions)
• Discounted AAA Membership
• Fitness Discounts
• Vacation Purchase Plan
• Interest-Free Computer Loan
• Interest-Free Fitness Equipment Loan
• Service Awards
• Attendance Awards
• Funeral Leave
• Subsidized Parking (Downtown)
• Sick Leave