Intake Coordinator

2 weeks ago

Meridian, United States The Insurance Center Full time
Job DescriptionJob Description

Join The Insurance Center, a reputable insurance agency located in Meridian, Mississippi. We are seeking an enthusiastic and organized Intake Coordinator to join our team. As an Intake Coordinator, you will play a vital role in ensuring a smooth and efficient intake process for our clients. Your positive attitude and inviting nature will create a warm and welcoming environment for clients as they begin their insurance journey.

In this role, you will be responsible for accurately recording client information, verifying insurance coverage, and scheduling appointments. Your attention to detail and exceptional organizational skills will allow you to thrive in this position. Additionally, you will be the initial point of contact for clients, providing exceptional customer service and addressing any inquiries or concerns they may have.

If you are passionate about making a difference in people's lives and enjoy working in a fast-paced environment, The Insurance Center is the perfect place for you. Apply today and join our dedicated team


Benefits

Annual Base Salary + Bonus Opportunities

Health Insurance

Dental Insurance

Life Insurance

Evenings Off

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training


Responsibilities

Client Intake: Collect client information accurately and efficiently, ensuring all necessary details are recorded.

Verification: Verify insurance coverage, eligibility, and any other required information.

Documentation: Accurately record and maintain client data in our systems, ensuring compliance with privacy regulations.

Communication: Interact with clients to gather missing information and provide updates on the status of their applications.

Follow-up: Follow up with clients to ensure all necessary paperwork and documentation are completed in a timely manner.


Requirements

- Excellent verbal and written communication skills

- Strong interpersonal skills and ability to build rapport with clients

- Detail-oriented and highly organized

- Ability to multitask and prioritize in a fast-paced environment

- Proficiency in using computer systems and software

- Previous experience in customer service or a related field is a plus

- Positive attitude and willingness to learn and grow

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