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

Central Bank & Trust; Lexington (KY); On-site; USD 37,000 - 46,000; Full time

Job summary

Central Insurance Services seeks a Life and Health CSR to handle client service for life and health insurance products in an on-site role in Lexington, KY. The position requires a high school diploma or equivalent, with one year of life and health experience preferred and licenses obtainable within 6 months.

The role involves servicing clients, processing claims and enrollments, and supporting the Insurance Benefits Officer.

Qualifications

• Life and Health licenses required or able to obtain within 6 months.
• High school diploma or equivalent.
• Experience in life and health insurance preferred.

Responsibilities

• Service existing life and health customers including claims, billing, and enrollments.
• Assist with group policies and client support in absence of Insurance Benefits Officer.
• Build proposals and quotes for new and renewing customers.
• Coordinate with carriers and gather benefit information for customers.
• Maintain and organize client files and carrier databases.

Skills

Life and Health licenses

Microsoft Word

Microsoft Excel

Applied Systems

Zywave

Communication skills

Team player

Sales orientation

Underwriting familiarity

Fast-paced environment

Education

High school diploma or equivalent

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

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.