INS/INV DIV CSR

South Louisiana Bank; Houma (LA); On-site; USD 32,000 - 45,000; Full time

Job summary

Paycom - ATS in Houma, LA is seeking an Insurance Support Specialist to provide client service, act as a liaison between clients and carriers, and assist with enrollments, billing and claims. You will prepare benefit quotes, guide clients on the electronic benefit portal, and help with plan changes and renewals.

The role requires initiative, accuracy, and the ability to work with minimal supervision. Qualified candidates have a high school diploma, interest in pursuing Louisiana Life, Health,

Qualifications

• High school diploma is required.
• Interest in pursuing Louisiana Life, Health, and Accident License.
• Employee benefit or insurance experience is preferred.
• Proficient with Microsoft Office, eFax and Adobe.

Responsibilities

• Provide customer service to clients; act as liaison between client and carrier, assist with claims, plan benefits, enrollments, cancellations and billings.
• Communicate with carriers to process claims, quote renewals, negotiate rates, obtain quotes, and complete transition for new business.
• Compile quotes and create benefit presentations for client review.
• Guide clients regarding the agency’s electronic benefit portal, if applicable.
• Process enrollments, cancellations, changes and submit to carrier for processing.
• Submit plan changes and amendment requests to carriers and ensure completeness.
• Follow up on outstanding claims, maintain notes and communication to client until processed, paid and closed.
• Ensure emails and electronic faxes are properly processed.
• Accompany agent to client meetings when requested.
• Prepare Plan’s materials (packets, brochures, etc.) using electronic programs.
• Process filing on electronic filing system; maintain electronic enrollment system.
• Prioritize workload to meet deadlines.
• Back up other office positions, including switchboard when required.
• Assist agents as requested.
• All other duties as assigned.

Skills

Customer service

Multitasking

Attention to detail

Communication

Education

High school diploma

Tools

Microsoft Office

eFax

Adobe

Job description

Job Details: Job Location: SLFS - Houma , LA 70360, Position Type: Full Time, Education Level: High School, Travel Percentage: Negligible, Job Shift: 8-5, Job Category: Insurance, Essential duties:

• Provide customer service to clients; including acting as a liaison between client and carrier, assisting with claims, plan benefits and operations, enrollments, cancellations and billings, etc.
• Communicate with carriers to process claims, quote renewals, negotiate rates, obtain quotes, and complete transition for new business.
• Compile quotes and create benefit presentations for client review.
• Provide guidance to clients in regard to the agency’s electronic benefit portal, if applicable.
• Process enrollments, cancellations, changes and submit to carrier for processing.
• Submit plan changes and amendment request to carriers and ensure completeness.
• Continuously follow up on outstanding claims, maintain notes and communication to client until processed, paid and closed.
• Ensure emails and electronic faxes are properly always processed.
• Accompany agent to client meetings when requested.
• Prepare Plan’s materials (packets, brochures, etc.) by utilizing an electronic program.
• Process filing on electronic filing system. Maintain electronic enrollment system.
• Ability to prioritize workload to meet deadlines.
• Back up other office positions, including switchboard when required.
• Assist agents as requested.
• All other duties as assigned.

Qualifications of Job:

• High school diploma.
• Interest in pursuing Louisiana Life, Health, and Accident License.
• Employee benefit or insurance experience preferred.
• Computer experience with Microsoft Office systems, eFax and Adobe.
• Must be a self-starter, able to multitask, have attention to detail and the ability to work with minimal supervision.

Requirements:

• While performing duties, the employee is required to sit, stoop, lift up to 10 pounds, type, the ability to communicate effectively with others, and may be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

In the performance of respective tasks and duties, the employee is expected to conform to the following:

• Successfully perform quality work within deadlines with or without supervision
• Interact professionally and confidently with other employees, customers and contacts
• Work effectively as a team contributor on all assignments
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to the job at any time.

Qualifications: