Client Service Representative

2 weeks ago

Denver, United States PIIAC Full time

Description

The Account Administrator assists Account Managers and Benefits Consultants in servicing employee benefits accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts, and provides clerical and administrative support to the Benefits team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.

Job Functions

Following is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:

  • Provide customer service to internal and external clients (answering questions, providing eligibility information, etc.)
  • Resolve small to moderate client issues under direction of Account Manager including eligibility questions, claims and billing issues, etc.
  • Request ID cards and process address changes with carriers on behalf of employer groups as requested.
  • Assist with Applications and Terminations as assigned. Process employee enrollments, changes and terminations on behalf of employer groups within 3 days of receipt. Collect appropriate forms and information from employer or Account Manager, following up on missing information as necessary to ensure compliance with carrier procedures. Ensure that hire or termination dates coincide with specific plan eligibility requirements prior to submission of applications. Submit completed forms to carrier prior to effective date. Email confirmations to employers and follow up with carriers via phone to ensure receipt and verify application was processed correctly. Save all enrollment information electronically in Brokerage Builder.
  • Maintain timely updates to Brokerage Builder system for all policy changes or updates within three business days of renewal or new business decision.
  • During new group submissions or renewals, assemble open enrollment materials, applications and policy information, scanning copies into Brokerage Builder. Provide administrative support as necessary in printing, organizing and preparation of open enrollment materials.
  • Generate rate confirmation and termination letters for clients under the supervision of Account Manager.
Cover Front Desk as needed or as back up for Receptionist's breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries.

Requirements

Qualifications and Requirements
  • Able to read and write in English
  • High School diploma or equivalent
  • Must currently possess (or be able to obtain within 90 days of hire) a Colorado Life, Accident and Health License
  • Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with Brokerage Builder desired, but not required.
  • Excellent written and verbal communication skills
  • Strong customer service and team skills; must interact effectively with clients, co-workers and management
  • Strong attention to detail and solid organizational skills
  • Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
  • Ability to analyze and solve problems

Hours for this positon are Monday - Friday, 8:00 am - 4:30 pm (with 1 hour for lunch).

Pay range is $19.50 - $21.25 (based on experience and licensing)

Compensation: $19.50 - $21.25 per hour

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place Working with a PIIAC member agency is a great career choice

The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day Is this career right for you?

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

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