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Health Insurance Professional

2 months ago

Grand Rapids, Michigan, United States CampusPoint Full time
About the Role

CampusPoint is seeking a highly skilled Health Insurance Specialist to join our team. As a key member of our Sales team, you will provide exceptional customer service and client support, while assisting Account Managers with reporting, documentation, and analysis.

Key Responsibilities
  • Support Key Accounts: Attend board meetings, manage incoming meeting requests, and assist with projects as needed.
  • Administrative Support: Process New Group Case Reports, send out renewals, Experience Reports, Schedule A's, Sales Reports, Performance Guarantees, packet requests, and other administrative tasks.
  • Coordinate Benefit Fairs: Participate in benefit fairs and open enrollment presentations to provide excellent customer service.
  • Establish Broker Relationships: Appoint brokers and process appointments through the appropriate State Insurance Office.
  • Update CRM and Retain Documentation: Analyze account information, make suggestions and recommendations, and update Dynamics CRM with critical documentation.
  • Problem-Solve Group Challenges: Balance being an advocate for both the Company and the account, while resolving various group challenges that arise.
Requirements
  • A bachelor's degree in business administration or a related field and three years of experience in customer service, client relationship management, or sales.
  • Experience with employee benefits, either working for an insurance carrier, broker, or third-party administrator.
  • Ability to travel overnight and work extended hours during critical times, dependent upon business needs.
  • Valid driver's license for the operation of a motor vehicle and an acceptable driving record.
  • Experience in the healthcare or insurance field is preferred.
  • Microsoft Dynamics CRM or similar CRM Database Management.
  • Microsoft Office (Word, PowerPoint, Excel, etc.).
  • Ability to manage multiple projects at one time.
  • Work harmoniously and independently in a diverse, multidisciplinary team environment.
  • Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches.
About CampusPoint

CampusPoint is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.