Client Service Coordinator

1 week ago

Granger, United States Korhorn Financial Group Inc Full time

Client Service Coordinator - Life & Health

Updated:

February 2024

Department: Life and Health

Reports To:

Health Insurance Team Leader

Position Mission Statement

To fulfill KFG’s mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build trust with insurance clients and team members and add referable value in KFG’s relationship with insurance clients.

Responsibilities and Tasks Offer administrative support the Health insurance advisors. Offer client service support to the Health department. Health Advisor Scheduling Manage Health Processes Manage Commissions Returns calls and emails the same business day when received by 3pm, by 11am next business day for calls and emails received after 3pm. Maintain the client on-boarding communication process. Documents paperwork by scanning/downloading within 48 hours of receipt. Resolves most client billing or coverage questions and payment questions within one call or visit. Processes Scope of Appointment and applications within 24 hours of signature. Review notes the business day following meeting. Manages data/reporting integrity by updating Health opportunities and policies as needed in Fusion. Sets follow-ups to ensure clients in between onboarding steps are scheduled in appropriate timeframe. Works with insurance team and other departments of KFG to ensure all prospect information is received in a timely fashion including Summary of Benefits, Scopes of Appointment, and Prescription Drug information. Manages the policy cancellation process when a client transitions from another insurance carrier to one of KFG’s respective insurance carriers. Manages the Health insurance lead disbursement process. Answers health client coverage, claim and billing questions within 1-2 phone calls. Oversees “Age-In” health Marketing letter process by sending letters or working with other assigned individuals to complete this task Contracts new health advisors with health insurance carriers Manage Commissions Perform other duties as required. Required Skills and Abilities

Must have a desire to pursue professional development. Strong written and verbal communication skills. Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, and QuickBooks). Above average typing skills (60+ words per minute). Above average math skills and analytical abilities. Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload. Must be intrinsically motivated and able to work individually with little direction. Must be a team player and able to collaborate with team members and financial professionals from other firms. Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face. History of prudent management in personal finances. Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry. Education and Experience

Bachelor’s degree in business administration, or related field preferred; and/or equivalent industry experience Life & Health license required (or ability to obtain) Physical Requirements

Prolonged periods of sitting at a desk and working on a computer. May have to lift 15 pounds at times.

  • Client Service Coordinator

    2 weeks ago

    Granger, United States Korhorn Financial Group Inc Full time

    **Client Service Coordinator - Life & Health** **Updated**:February 2024 **Department**:Life and Health **Reports To**:Health Insurance Team Leader **Position Mission Statement** To fulfill KFG’s mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build...

  • Client Service Coordinator

    4 weeks ago

    Granger, United States Korhorn Financial Group Inc Full time

    Job DescriptionJob DescriptionClient Service Coordinator - Life & Health Updated: February 2024Department: Life and HealthReports To: Health Insurance Team Leader Position Mission StatementTo fulfill KFG’s mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients....

  • Registered Nurse

    2 days ago

    Granger, United States Maxim Healthcare Service Full time

    Maxim Healthcare in Granger is hiring for a Registered Nurse to work with Pediatric and/or Adult patients in their own homes. Why Join Maxim: Competitive Pay & Weekly Paychecks Health, Dental, Vision, HSA and Life Insurance Paid Time Off 401(k) Savings Plan Maxcares Awards Program Responsibilities: Utilizes the nursing process to plan, implement, and...

  • Branch Banking

    3 weeks ago

    Granger, United States Flagstar Bank Full time

    Position Title Branch Banking - Client Consultant I Location University Park (Granger, IN) Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and...

  • Service Technician

    2 weeks ago

    Granger, Indiana, United States Nebula Technologies Full time

    We are looking for SERVICE TECHNICIANS / REFRIGERATION TECHNICIANS / CLIMATE TECHNICIANS IN THE DATA CENTER (M/F/D)IN MUNICH AD NUMBER:1784 The hebUP GmbH Heberger Unternehmensgruppe für Personaldienstleistungen is your strong partner in the field of recruiting specialized and managerial staff. Our above-average high takeover rate of over 80% in the area...

  • Assistant Manager Customer Service Lead

    1 month ago

    Granger, United States Kabelin Ace Hardware Full time

    Position Overview: As the Assistant Manager Customer Service Lead, you will play a vital role in leading our team to provide excellent customer service, drive sales, and maintain a supportive and engaged work environment at Kabelin Ace Hardware. If you are passionate about delivering exceptional service and have the leadership skills to inspire a dedicated...

  • Member Services Rep

    3 weeks ago

    Granger, United States Beacon Health System Full time

    **8% Shift Differential - Premium Pay!!!** Reports to the Manager, Business and Member Services. Is primarily responsible for obtaining club memberships and participating in special events, promotions and planning. Makes inside sales presentations to prospective Beacon Health & Fitness members. Conducts tours of the Beacon Health & Fitness. Works in...

  • Commercial Service Technician

    3 weeks ago

    Granger, United States Mr. Handyman Full time

    Are you ready to join a team that answers all client calls for you, fills your schedule, and provides you with your own van? At Mr. Handyman we’re growing our team of handyman professionals so we can continue to be one of the most well-respected home repair and maintenance companies in the country. We’re looking for highly-skilled craftsman who can “do...

  • Commercial Service Technician

    4 weeks ago

    Granger, United States Mr. Handyman Full time

    Are you ready to join a team that answers all client calls for you, fills your schedule, and provides you with your own van? At Mr. Handyman we’re growing our team of Commercial professionals so we can continue to be one of the most well-respected Commercial repair and maintenance companies in the country. We’re looking for highly-skilled Commercial who...

  • Senior Project Geologist

    2 weeks ago

    Granger, Indiana, United States Weaver Consultants Group Full time

    Job DetailsLevel Experienced Job Location Granger IN - Granger, IN Position Type Full Time Education Level 4 Year Degree Travel Percentage Up to 25% Job Shift Day Job Category Science Project GeologistSenior Project Geologist- Indiana The ideal candidate for this position is an experienced consultant with 6+ years of experience. The position will be expected...

  • Aerobic Instructor I

    4 weeks ago

    Granger, United States Beacon Health System Full time

    Summary Reports to the Fitness Promotions Manager. Under the guidance of the Group Exercise Coordinator, is responsible for conducting quality group exercise classes. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE...

  • Home Health Physical Therapist-Great Benefits

    4 weeks ago

    Granger, United States Purpose Home Health Full time

    Join our Purposecare Family! Physical Therapist Are you searching for a Purpose? PurposeCare is Bringing Healthcare Home, and we want you to join our family! PurposeCare and its   are looking for qualified, dependable, honest, reliable, Physical Therapists to care for the needs of our clients. We have immediate openings for Physical Therapists...

  • Home Health Occupational Therapist $7,500 SIGN ON BONUS

    3 weeks ago

    Granger, United States Purpose Home Health Full time

    Join The Purpose Care Family!! Are you searching for a Purpose? PurposeCare is Bringing Healthcare Home, and we want you to join our family!PurposeCare and its affiliate companies are looking for qualified, dependable, honest, reliable, Occupational Therapists to care for the needs of our clients. We have immediate openings for Occupational Therapists who...

  • Home Health Occupational Therapist $7,500 SIGN ON BONUS

    3 weeks ago

    Granger, United States PurposeCare Full time

    Job DescriptionJob DescriptionJoin The Purpose Care Family!! Are you searching for a Purpose? PurposeCare is Bringing Healthcare Home, and we want you to join our family!PurposeCare and its affiliate companies are looking for qualified, dependable, honest, reliable, Occupational Therapists to care for the needs of our clients. We have immediate openings for...

  • Occupational Therapist in Home Health-Flexible Schedule

    4 weeks ago

    Granger, United States PurposeCare Full time

    Job DescriptionJob DescriptionJoin The Purpose Care Family!! $7,500 Sign-on-BonusAre you searching for a Purpose? PurposeCare is Bringing Healthcare Home, and we want you to join our family!PurposeCare and its affiliate companies are looking for qualified, dependable, honest, reliable, Occupational Therapists to care for the needs of our clients. We have...

  • Home Health Physical Therapist

    4 weeks ago

    Granger, United States PurposeCare Full time

    Job DescriptionJob DescriptionJoin The Purpose Care Family!! $7,500 Sign-On BonusPhysical TherapistAre you searching for a Purpose? PurposeCare is Bringing Healthcare Home, and we want you to join our family!PurposeCare and its affiliate companies are looking for qualified, dependable, honest, reliable, Physical Therapists to care for the needs of our...

  • Babysitter

    3 weeks ago

    Granger, United States Beacon Health System Full time

    Reports to the Director, Beacon Health and Fitness. Under the general supervision of the Babysitting Coordinator, is responsible for providing short term care of infants, toddlers and young children in the babysitting room. May also be requested to perform functions of the information desk, minor maintenance, cleaning and securing the facility. **MISSION,...

  • Customer Experience Specialist

    3 weeks ago

    Granger, United States Mr. Handyman Full time

    **Join Our Dynamic Team at Mr. Handyman - Office Professional Needed!** **Location**:South Bend Area **About Mr. Handyman**: As one of the nation's most respected home repair and maintenance companies, Mr. Handyman is renowned for our exceptional service, quality work, and unwavering commitment to our "Done Right Promise." We value our team members highly,...

  • Seasonal Support

    6 days ago

    Granger, United States Korhorn Financial Group Inc Full time

    Job DescriptionJob DescriptionSeasonal Tax Support Updated: June 2024Department: TaxReports To: Amye Decker Full Time with Part Time positions available Position Mission StatementEach year, our seasonal tax team is an integral part of making our tax season a success and we are looking for a team member that wants to help clients develop wise habits of...

  • Seasonal Support

    3 days ago

    Granger, United States Korhorn Financial Group Inc Full time

    Job DescriptionJob DescriptionSeasonal Tax Support Updated: June 2024Department: TaxReports To: Amye Decker Full Time with Part Time positions available Position Mission StatementEach year, our seasonal tax team is an integral part of making our tax season a success and we are looking for a team member that wants to help clients develop wise habits of...