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

ADP, Inc.; Lexington (KY); On-site; USD 37,000 - 45,000; Full time

Job summary

Central Insurance Services is seeking a Life and Health CSR to provide exceptional service on-site in Lexington, KY. The role supports claims, billing, enrollment, and renewals for individuals and groups.

Requirements include a high school diploma and either licensing or ability to obtain Life & Health licenses within 6 months; strong communication, Excel/Word skills, and customer-focused approach are essential.

Qualifications

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

Responsibilities

• Services existing individual and group life and health customers including claims, billing, and new employee enrollment renewals.
• Manages employee benefit customer service needs, helping with all service needs that arise throughout the year.
• Markets existing and potential customers’ insurance with all insurance carriers during the bidding process.
• Puts together the quote request and submits to all carriers and coordinates proposals.
• Assists in building proposals and comparing benefits for renewals.
• Supports group policies and client service in absence of the Insurance Benefits Officer.
• Scans client files into the Applied system.
• Maintains carrier database, agent codes, login info, and contacts.
• Documents incoming and outgoing mail daily.

Skills

Life and Health licenses

Word

Excel

Applied Systems

Zywave

Communication

Organizational skills

Time management

Customer service

Team player

Sales oriented

Underwriting understanding

Education

High school diploma or equivalent

1 year life and health insurance experience preferred

Tools

Applied Systems

Zywave

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

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

Central Insurance Services Fulltime Hourly Full-Time Lexington, KY, US

2 days ago Requisition ID: 3274

Salary Range: $26.73 To $33.41 Hourly

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 withability 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:

• Services existing individual and group life and health customers including claims, billing, and new employee enrollment renewals.
• 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.
• 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.
• 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.
• Assists Insurance Benefits Officer with group policies and provides client support in absence of the Insurance Benefits Officer.
• Scans client paper files into the Applied system.
• Maintains database of life and health insurance carriers, including agent codes, log-in information, and contact information.
• Documents incoming and outgoing mail daily.