Individual Life and Health Insurance Client Service

3 weeks ago


Mesa, United States Arizona Federal Insurance Solutions, LLC Full time

Description:
**Mandatory Qualifications **for Individual Life and Health Insurance Client Service Agent:

- Minimum of 1 year of Individual Life and Health Insurance experience in an Independent Agency environment
- Active Arizona Life and Health License
- Experience with Applied Systems Epic is required
- Exceptional attention to detail and adherence to our level of service.

**Examples of Essential Job Duties** for Individual Life and Health Insurance Client Service Agent:

- Primary point of contact for Individual Life & Health related inquiries.
- Audit existing ILH accounts to ensure data accuracy.
- Provide support to ILH Producers with Epic data and new business policy entry.
- Receive, maintain, and distribute new business leads for Life, Medicare, and Health insurance referrals.
- Schedule and maintain ILH appointment calendar and communicate with appropriate parties when adjustments are required.
- Maintain daily Epic activity log in accordance with procedural guidelines

**Requirements**:
**Additional Knowledge Skills, Abilities, and Details**:

- Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures
- Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment
- Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment
- Company equipment will be provided.
- Compensation is DOE with a potential bonus

**Benefits and Compensation** for Individual Life and Health Insurance Client Service Agent:

- Full Time - M-F 8:00am
- 5:00pm
- Pay: $25.00 - $28.00 per hour
- Quarterly Bonus
- Employer paid Medical and Dental, LTD, Group Life, EAP
- Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
- 401(k) Employer contribution 3-6%
- Annual Employee Profit Sharing Bonus



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