Medicare/Individual Health Insurance Agent Assistant/CSR

Creekside Insurance Advisors, Inc.; Winchester (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A local insurance firm is seeking a Medicare/Individual Health Insurance Agent Assistant/CSR to provide exceptional customer service. In this role, you will assist clients with applications, resolve inquiries, and work collaboratively with other departments. Strong communication skills and a high school diploma are required. This full-time position offers a chance to grow within the insurance industry.

Qualifications

• Customer service experience is essential in this role.
• Strong communication and interpersonal skills are expected.
• Ability to multitask and manage different personalities.

Responsibilities

• Provide knowledgeable and courteous assistance to clients.
• Assist agent with application quality control.
• Communicate effectively to address client inquiries.

Skills

Customer service experience

Communication skills

Problem-solving abilities

Interpersonal skills

Education

High school diploma or equivalent

Tools

Customer service software

Google Suites

Microsoft products

Job description

Medicare/Individual Health Insurance Agent Assistant/CSR

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Medicare/Individual Health Insurance Agent Assistant/CSR

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CEO - Creekside Insurance Advisors, Inc.,CEO - Creekside Financial Group, Inc.Co-owner - RE/MAX Roots

Job Summary:As a Medicare/Individual Health Insurance Agent Assistant/CSR, you will be responsible for providing exceptional customer service and agent assistance in submitting insurance applications to carriers. Your primary objective is to address customer inquiries, resolve issues, and ensure a positive customer experience. This role involves a combination of answering incoming calls, checking messages, quality control with applications, responding to emails, and interacting with customers via various communication channels.

Key Responsibilities:

• Client Assistance: Provide knowledgeable and courteous assistance to clients by addressing their questions, concerns, and requests. The ability to build good working relationships with clients is a must.
• Application Processing: Assist agent with application quality control, submitting and follow up of application status and delivery.
• Policy Understanding: Possess a general understanding of Medicare/Individual Health Insurance policies, coverage, and eligibility criteria to accurately address customer questions or guide them to the appropriate licensed agent.
• Communication Skills: Communicate effectively with clients to obtain details regarding their personal circumstances, explain processes in a clear and understandable manner.
• Proactive Self-Starter/Issue Resolution: Be an enthusiastic self-starter looking to proactively manage the work day. Investigate and resolve client concerns, complaints, or discrepancies related to their policies, billing, and coverage.
• Documentation/Date Entry: Maintain accurate and detailed records of client interactions, transactions, and inquiries in the client service database.
• Policy Updates: In conjunction with your agent teammates, stay informed to provide up-to-date information to customers.
• Team Assistance: Collaborate with other departments to ensure a seamless customer experience.
• Compliance: Adhere to all relevant healthcare and insurance ethic standards and regulations, ensuring that customer interactions comply with industry standards.
• Training and Development: Stay current on industry best practices and participate in ongoing training programs to enhance knowledge and skills.

Qualifications:

• High school diploma or equivalent.
• Previous experience in customer service.
• Strong communication and interpersonal skills.
• Problem-solving and conflict resolution abilities.
• Proficient in using customer service software and databases.
• Ability to work with different personalities.
• Ability to multitask
• Experience with computers, Google Suites, Microsoft products

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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