Job Description: Administrative CSR

Insurance Advantage is a Full-Service insurance brokerage form, specializing in Group and Individual health insurance, Medicare, Supplemental products and Life Insurance. With offices in West Columbia, South Carolina and Nashville, Tennessee, we focus primarily in the Southeast. As we have grown, we recognize a need to grow our support staff to assist us in servicing and maintaining our current clients and position our agency for future growth.

We have an immediate full-time opening for an individual that can assist us with our growth and who is able to handle the following responsibilities and has the requisite qualifications.

Responsibilities:

· Interact with clients in a professional and courteous manner

· Answer phones, schedule appointments, coordinate schedules of Agency owners, filing, maintain office supplies, manage calendars and email of Agency owners

· Maintain CRM, client files for compliance, and meticulous notes of client interactions, issue resolution, and enrollment fulfillment

· Coordinate client communications and “touch points’ throughout the year

· Assist with client enrollments/renewals, New Hires and terminations, census changes, and year-end reporting and tax documents

· Assist Agency owners with various tasks/processes/interactions to improve efficiencies and time management opportunities

· Provide support and assistance to Office Manager with monthly activities as well as maintaining CRM database and client files

· Aid with other tasks/projects/duties/responsibilities as requested

Qualifications:

· Meticulous attention to detail, organization, and follow through

· Proficient in MS Office (Word, Outlook, and Excel). CRM experience a plus

· Must be able to process lots of information, problem solve, pivot between multiple tasks and projects, think critically, and provide solutions to complex issues

· Ability to remain calm under pressure, provide education and resources to clients, and maintain a professional temperament and attitude

· A self-starter able to work with limited direction and maintain the highest levels of ethical standards and honesty

· Optional - Willingness to become a licensed agent and maintain all requirements for licensing and carrier appointments

If this position is of interest to you and you want to grow with a dynamic agency, then please submit your resume to us at info@theiateam.com and put Insurance Advantage – Administrative CSR Position in the Subject line.

Job Type: Full-time

Pay: $25,000.00 - $35,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years
• Under 1 year

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• West Columbia, SC 29169: Relocate before starting work (Required)

Work Location: In person