Team Support Specialist/Insurance Processor
Team Support Specialist/Insurance Processor
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Salary Not Disclosed
1 Vacancy
Job Description
Career Opportunity - Team Support Specialist / Insurance Processor (Entry Level)
If you are looking for:
- An employer that provides tremendous growth and invests in your learning
- A professional work environment where teammates are supportive and accountable
- Standard working hours with options for remote work and flexible schedules
- A competitive salary with outstanding benefits
- A family-oriented employer that has been in business for over 60 years
Then we should talk because we are always looking for:
- Self-motivated individuals with an old-fashioned work ethic and positive attitude
- A quick learner who can grasp new concepts & ideas in a fast paced environment
- A client-focused professional who is able to listen communicate and teach technology
Summary
This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and group benefits accounts. Provides prompt efficient friendly high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our Client-First service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.
Qualification Requirements
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
A combination of 2 years education or related office experience (i.e. insurance claims department medical office independent agency etc.)
NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment
Bilingual in English/Spanish is preferred
Knowledge Skills and Abilities
Ability to use personal computer calculator agency automation system and proficiency in various software programs including but not limited to Microsoft Office (Word Excel and Outlook)
Must be an assertive self-starter with the ability to influence others
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communications.
Essential Functions
Maintains digital files in an orderly up-to-date manner
Processes change requests for clients on the same day as requested
Processes confirmed cancellations on the same day as requested
Seeks advice from Accounts Managers (AMs) with any problem with their accounts
Maintains working knowledge of all company change procedures
Assists or fills-in for AMs as directed
Inputs late-payment notices direct notice of cancellations and payment-received notices into the agency automation system
Processes paperwork assigned by AMs on the same day as requested
Print proposals policy notebooks and other materials for client visits
Runs carrier quotes for new potential groups
Creates renewal spreadsheets and other necessary materials for existing clients
Performs other functions as assigned by management
Physical Demands
While performing the duties of this job the employee is regularly required to sit; use hands to finger handle or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand bend stretch and walk. Vision requirements include reading a computer monitor peripheral vision and the ability to look from screen to objects on desk to visitors walking in the door. Color vision needed. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.
Work Environment
This job operates in a clerical office setting. This position routinely uses standard office equipment such as computers phone copier filing cabinets and fax machine.
Travel
No travel required
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required of the position. All employees may have other duties assigned at any time.
We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran addition to federal law requirements we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
