Inclusively is partnering with a life insurance company to hire a Service & Operations Professional 89212.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Salary range: $45,000-$50,000

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

Benefits

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Position Summary

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

Primary Responsibilities

• Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment
• Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters
• Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually)
• Facilitate the onboarding of new agents by processing their contracts and licenses
• Answer incoming calls and greet guests
• Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.

Qualifications

• Ideal candidate should have experience in a customer service and/or administrative role
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Proven ability to multi-task effectively
• Associates, or bachelor’s degree preferred, but not required

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• Health insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: In person