Claimlinx Job Description

Job title Agency Coordinator

Reports to Agency Manager

Overview:

Do you want to be a part of an exciting team? ClaimLinx specializes in consulting businesses on health insurance benefits solutions. In business since 2004, our approach is unique in the market in that we focus strategically on allowing the employer to provide health benefits in the most cost-effective way to their employees. We are a family-owned business that offers a collaborative team environment focusing on client solutions.

At ClaimLinx, you are not just a number, but a part of a team of associates focused on providing cost-effective health insurance options to small businesses. We are actively building a culture of continuous growth and development, and growth opportunities are available at every level of the company.

We are looking for a dynamic, thoughtful, and reliable administrative professional with great organizational and people skills to join our team.

The Agency Coordinator works as a liaison with the Agency Team. A self-motivated team player that displays team work, dependability, apparent motivation and ethics are an integral part of all positions with our company.

Duties and responsibilities

The Agency Administrator will be responsible for maintaining organized administrative processes. Aspects of the job include, but are not limited to:

Administrative Duties/Responsibilities:

• Supports Agency Team and provides a point of contact and backup to coordinate efforts with our clients and their employees.
• Participates in weekly Agency meetings and or Claimlinx sponsored meetings or events
• Obtains and submits correct and complete primary insurance carrier paperwork
• Acts as a liaison and point of contact between all parties
• Assist with Client/employee verifications
• Collecting employee HIPAA Consent Forms
• Assist with phone calls-missing info on apps, update personal info, follow-ups etc.
• Work with agents to assist member information for setting up marketplace accounts.
• Work with FormFire software pulling census and applications
• Responsible for updating various data systems such as primary insurance information and coverages on Master Report and CRM (Customer Relationship Management) system
• Coordinates primary ID card distribution when needed
• Responsible for creating and managing plan changes in CRM.
• Processes, researches and provides correspondence to Agency team
• Assigns activities, tasks, leads or updates in CRM and uses CRM as a vehicle for capturing client information.
• Performs other related duties as assigned
• Demonstrates an ability to commit time and effort to increase Professional Development

Qualifications

This position requires superior organizational skills with a focus on attention to detail, and will have daily interactions with brokers, agents, administrators and internal
Claimlinx departments. This position has a heavy focus on positive customer service behavior attributes with an ability to present a professional appearance both on the phone and in person. The position also requires strong problem solving and research skills.

Education & Skill Requirements include:

• High school graduate, some college preferred
• At least 2 years in a business environment
• At least 2 years in customer or client services
• Healthcare Industry knowledge with the capability of understanding insurance terminology
• Account management experience is a plus
• Obtaining a valid Ohio Health and Life Insurance License within the first 60 days of employment is required.

Abilities:

• Career minded & self-motivated
• Excellent customer service and communication skills
• Project management skills
• Able to work in a fast paced environment
• Professional appearance and demeanor
• Ability to handle sensitive information and maintain a high level of confidentiality
• Experience with data manipulation for importing & exporting information
• Ability to troubleshoot, research & problem solve
• Organization, attention to detail, flexibility and strong ability to multi-task
• Ability to work without direct supervision and demonstrate initiative

Technology Requirements:

• Microsoft Office Products (Excel, Word, PowerPoint & Access)
• CRM (Customer Relationship Management System)
• Basic knowledge of use of the email system, phone system, fax, computer copier etc.

Job Type: Full-time

Pay: $41,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 2 years (Required)

License/Certification:

• Health and Life Insurance License (Preferred)

Ability to Relocate:

• Blue Ash, OH 45242: Relocate before starting work (Required)

Work Location: In person