Individual Health Insurance Account Specialist

Company: Resource Brokerage
Location: Schaumburg
Posted on: April 25, 2024

Job Description:

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit.As Individual Health Insurance Account Specialist, you are at the core of the services we provide to our clients. You act as a liaison between our client (the broker) and the insurance carrier. Your primary responsibilities are to field questions from brokers, prepare sold applications for submission to the insurance carrier, assist in quoting, and educate brokers on insurance products. Customer service is your top priority. You take calls about plans, procedures, payments, address changes, and cancelations. You conduct meetings with brokers to review applications, new products, and seminars as well as provide marketing materials. You also make some outreach calls to our brokers to highlight industry changes as well as new products.Though most of your time is spent interacting with brokers and insurance carrier representatives, you also are organized and keep up on administrative tasks. With attention to detail, you review all applications received via mail, email, fax, or broker drop-offs ensuring that they are correct and complete. You process applications, activate policy information, and update the agency's Customer Relationship Management (CRM) database. You create accurate quotes using the information provided by brokers via email, voice messages, or phone calls. Known for your follow-through, you prioritize tasks effectively and are always prepared for meetings. You love that you get to interact with people every day and take pride in keeping everything up-to-date and accurate! -Position Responsibilities -

• Call Queue- Answer/direct calls as needed. - Answer questions such as Plan questions, Procedural questions, payment questions (paid to date, last payment received), guidance on address changes and cancelations.
• Broker Meetings- Go over any application broker is dropping off, answer any and all questions regarding application, new products, and seminars. - Broker requests for marketing materials. Make any and all photocopies needed. -
• Broker Product Training- These meetings are scheduled between Individual Rep and broker requesting product training. - Be prepared with particular materials the broker wants to go over. - If time permits, include other products in the Individual line. - After the training session send a follow up email. Partner with other departments if the broker is interested in selling another product line but not appointed/licensed or there is an opportunity to cross sell.
• Marketing Call- Use script outlining the highlights of the new product. - Make sure to go into the Broker CRM application and tag for Telemarketing. - Also, include detail of the call in the Broker Note section. - Detail results of call(s) on the list and return to the Project Manager.
• Activate Policy Information- Update CRM data base with any pertinent details that should be included in the database.
• Scrub Applications- Review all applications received via mail, email, fax or broker drop offs. - Make sure applications are signed by applicant and broker, submitted in timely fashion, complete and correct. Missing information to be secured via phone call, email or fax to Agent/Broker from client. -
• Quotations- Create quotes using census information provided by email, voice messages or phone calls from brokers. - Convert information and CRM to Broker or Individual Contact Notes; send along any necessary plan details, applications and/or underwriting information.
• Follow Up Process- Review any and all held applications, e-documents submitted. - Record each follow-up with an email or, in the Individual Contact Notes, the status of the process making sure to resolve in a time fashion. - Advice broker and CRM each follow up. - If unable to resolve the issue, get direction from a manager. -Position Requirements
  • Customer service skills
  • Relationship-building -skills
  • Teaching skills
  • Telephone etiquette
  • Computer proficiency
  • Data entry skills
  • Problem solving skills
  • Must have or obtain the Life and Health Insurance License within 60-90 days (company paid). -Do you have a friendly, helpful personality and enjoy working with people? Are you a fast learner? Do you have excellent communication skills, including the ability to explain technical information in layman's terms? Are you positive and motivated with a 'can-do' attitude? Are you efficient and attentive to detail and accuracy? Do you thrive in a fast-paced environment? If so, then you might just be perfect for this Health Insurance Account Representative position!Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. -Integrity Marketing Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities -PandoLogic. Category:Insurance, Keywords:Insurance Account Executive, Location:Schaumburg, IL-60173

Keywords: Resource Brokerage, Schaumburg , Individual Health Insurance Account Specialist, Healthcare , Schaumburg, Illinois