Vacancy expired!
You will be responsible for data entry, customer service, Reviewing and submitting documentation for various Insurance Companies to ensure accuracy. You will work as a liaison between the Insurance companies and our agents. You will be the direct assistant to the Case Manager in the office.
Duties and Responsibilities:
Customer Services to include answering phones and communicating via email.
Process and review documentation and ensure all documents are complete and accurate.
Ordering necessary requirements for individual cases.
Serve as a back-up for other jobs as necessary.
Gain in-depth and thorough understanding of Life Insurance industry and the way we function.
File and maintain customer insurance files. This information is personal and confidential.
Qualifications/Requirements:
Education: High school diploma required.
Experience: Exceptional Administrative skills are needed. Strong computer skills with
experience in Microsoft Office.
Personal requirements: Requires an individual with strong organizational ability who manages time and
priorities well. Ability to be precise and accurate. Must communicate effectively, both verbally and in writing.
Assertiveness with a tactful, direct approach is necessary. Possess the ability to exercise critical thinking,
problem solving and judgment. Must work well independently and as a member of the Brokerage team. Must maintain strict confidentiality at all times, both in and out of the workplace.
Physical Requirements/Working Conditions:
Occasional lifting up to ten lbs.
Must be able to work in a climate controlled, office environment.
Vision must be good or corrected to normal to perform normal job duties.
Hearing must be good to have the ability to understand information to perform job duties.
Ability to read and write in English in order to process paperwork and follow up on any actions
necessary.
Sitting for extended periods of time.
Manual dexterity needed for keyboarding and other repetitive tasks
YOU WILL BE REQUIRED TO OBTAIN YOUR CT STATE LIFE INSURANCE LICENSE WITHIN 3 MONTHS OF HIRE. THIS IS NON-NEGOTIABLE.
EMAIL YOUR RESUME. DO NOT CALL THE OFFICE. WE WILL REACH OUT TO YOU.
