Life & Health Insurance CSR — Onsite Client Advocate

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

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.