Benefits CSR: Health Plan Support (In-Office)

SDI Staffing; San Diego (CA); On-site; USD 38,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Simple IRA

Bonus potential

Job summary

SDI Staffing is seeking an Employee Benefits CSR for a benefits insurance agency in Mission Valley, CA. The role is in-office only, hours 08:00 am – 05:00 pm, direct hire, pay $27.88 to $31.00 per hour with bonus potential. IFP experience required and CA Life/Health license.

You will handle customer service with clients and carriers, assist with health plans, submit applications to underwriting, maintain databases, and support producers. Strong Excel/Outlook skills and group experience a plus.

Qualifications

• Minimum of 2 years’ recent experience working in health/benefits insurance.
• Active CA Life/Health license required.
• Must have IFP experience.
• Group experience is a plus.
• Proficient with Excel, Word, and Outlook.
• Experience with major carriers (e.g., Anthem, Sharp).
• Professional phone/customer service skills.

Responsibilities

• Provide customer service and correspondence with clients and insurance companies.
• Assist with Health plans for prospects and current clients; Health, Dental, Vision, Life, etc.
• Assist in submission of applications to underwriting and follow up with insurers.
• Maintain databases, logs and other correspondence with accuracy.
• Research claims, underwriting follow-up and other customer service issues.
• Other duties as required and requested.

Skills

Customer service

Phone communication

Detail orientation

Education

CA Life/Health license

Tools

Microsoft Excel

Word

Outlook

Job description

SDI Staffing is seeking an Employee Benefits CSR for a benefits insurance agency in Mission Valley, CA. The role is in-office only, hours 08:00 am – 05:00 pm, direct hire, pay $27.88 to $31.00 per hour with bonus potential. IFP experience required and CA Life/Health license.

You will handle customer service with clients and carriers, assist with health plans, submit applications to underwriting, maintain databases, and support producers. Strong Excel/Outlook skills and group experience a plus.