Individual Health Account Representative

LD&B Insurance Services; Waynesboro (VA); On-site; USD 38,000 - 58,000; Full time

Job summary

Layman Diener Borntrager Insurance Agency in Virginia is seeking an energetic Individual Health Account Representative to educate clients, solve problems, and deliver remarkable service. This role may start as an Associate Account Representative depending on experience.

You will work with our team to manage client relationships, coordinate with divisions, and maintain accurate records while upholding our values and delivering calm in demanding situations.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience required.
• Licenses/certifications necessary or ability to obtain.
• Self-starter capable of working with little supervision.
• Exceptional oral and written communication skills.
• Strong organizational, analytical and problem-solving abilities.
• Ability to follow information security and confidentiality requirements.

Responsibilities

• Understand healthcare marketplace complexities and respond to client needs.
• Provide empathetic, professional service to clients and vendors.
• Utilize products and services to meet client needs and questions.
• Manage a standard-sized group of clients and coordinate with colleagues.
• Maintain accurate records in agency systems and ensure timely updates.
• Maintain regular attendance and uphold BLUEprint values.

Skills

Oral communication

Written communication

Self-starter

Customer service

Problem solving

Team collaboration

Organizational skills

Education

High school diploma

Job description

Layman Diener Borntrager Insurance Agency - Individual Health Account Representative

Description:

This position may be offered as an Associate Account Representative depending on experience and qualifications.

The Individual Health Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who exhibits exceptional interpersonal relationship skills. The successful Individual Health Account Representative will communicate and coordinate with their colleagues in their specific division and in our overall organization to deliver optimal levels of care for our clients and to achieve divisional and organizational objectives. With this backdrop in mind, the Individual Health Account Representative communicates directly with clients, prospects, partners and vendors through a variety of channels in order to educate, problem solve, process, identify solutions, and create calm depending upon situational demands. As a representative of the organization, the Individual Health Account Representative aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.

Essential Duties & Responsibilities:

• Understand the complexities and nuances of the individual healthcare marketplace and respond to client needs.
• Maintain a positive, empathetic, and professional demeanor toward clients, colleagues, and vendors at all times.
• Demonstrate communication and customer relationship skills and understand how to utilize the division’s products and services to meet clients’ needs.
• Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous, and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
• Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement and meet division goals.
• Maintain accurate, complete, and timely records of all activity in the appropriate agency and partner data management systems.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned.

Education, Requirements, Qualifications & Skills:

• High school diploma or equivalent required.
• Prior customer service experience required.
• Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials.
• Must be a self-starter and capable of completing tasks with little or no supervision.
• Exceptional oral and written communication skills.
• Strong organizational, analytical and problem-solving skills.
• Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.

Physical Requirements:

• Must be physically able to work 38 hours per week.
• Must be able to sit for long periods of time, including while extensively using computers and associated or similar technology.
• Must have the ability to hear, see, and speak.
• Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, reach with hands and arms, stoop, kneel, and ascend or descend stairs.
• Occasionally required to lift and carry up to 20 pounds.
• Perform with a high-energy level and the capability to handle stressful situations on a daily basis.
• Must maintain a valid driver’s license and have the ability to operate a motor vehicle.
• Must be able to drive and to travel unaccompanied in diverse weather conditions.