4 Client Service Coordinator (Health) Jobs in Granger, IN
Korhorn Financial Group Inc is Hiring a Client Service Coordinator (Health) Near Granger, IN
Department: Life and Health
Reports To: Health Insurance Team Leader
Position Mission Statement To fulfill KFG’s mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. To build trust with insurance clients and team members and add referable value in KFG’s relationship with insurance clients.
Responsibilities And Tasks
- Offer administrative support the Health insurance advisors.
- Offer client service support to the Health department.
- Health Advisor Scheduling
- Manage Health Processes
- Manage Commissions
- Returns calls and emails the same business day when received by 3pm, by 11am next business day for calls and emails received after 3pm.
- Maintain the client on-boarding communication process.
- Documents paperwork by scanning/downloading within 48 hours of receipt.
- Resolves most client billing or coverage questions and payment questions within one call or visit.
- Processes Scope of Appointment and applications within 24 hours of signature.
- Review notes the business day following meeting.
- Manages data/reporting integrity by updating Health opportunities and policies as needed in Fusion.
- Sets follow-ups to ensure clients in between onboarding steps are scheduled in appropriate timeframe.
- Works with insurance team and other departments of KFG to ensure all prospect information is received in a timely fashion including Summary of Benefits, Scopes of Appointment, and Prescription Drug information.
- Manages the policy cancellation process when a client transitions from another insurance carrier to one of KFG’s respective insurance carriers.
- Manages the Health insurance lead disbursement process.
- Answers health client coverage, claim and billing questions within 1-2 phone calls.
- Oversees “Age-In” health Marketing letter process by sending letters or working with other assigned individuals to complete this task
- Contracts new health advisors with health insurance carriers
- Manage Commissions
- Perform other duties as required.
- Must have a desire to pursue professional development.
- Strong written and verbal communication skills.
- Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, and QuickBooks).
- Above average typing skills (60 words per minute).
- Above average math skills and analytical abilities.
- Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload.
- Must be intrinsically motivated and able to work individually with little direction.
- Must be a team player and able to collaborate with team members and financial professionals from other firms.
- Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face.
- History of prudent management in personal finances.
- Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry.
- Bachelor’s degree in business administration, or related field preferred; and/or equivalent industry experience
- Life & Health license required (or ability to obtain)
- Prolonged periods of sitting at a desk and working on a computer.
- May have to lift 15 pounds at times.
Job Summary
Full Time
Business Services
$57k-74k (estimate)
05/23/2024
06/19/2024
korhorn.com
NAPPANEE, IN
25 - 50
1994
JOHN KINDEL
$5M - $10M
Business Services
Related Companies
About Korhorn Financial Group Inc
Korhorn Financial Group, Inc is family of three integrated businesses that serve large portions of Northern Indiana and Southwest Michigan. Services include: Financial Planning, Insurance, and Tax and Business Services. Founded by Kevin Korhorn in 1994, Korhorn Financial Group strives to serve God by helping clients develop wise habits of stewardship in pursuit of financial freedom. To this end, Korhorn Financial Group aims to grow profitably while delivering comprehensive financial education, advice and service with character and integrity. We have advisors securities licensed in CA, FL, GA, ...ID, IL, IN, KY, MD, MI, MN, NC, NJ, NM, OH, TN, TX, VA, WI. Securities offered through Silver Oak Securities, Inc., Member FINRA(www.finra.org)/SIPC (www.sipc.org). Advisory services offered through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group is not affiliated with Silver Oak Securities, Inc.
More
Show less
The job skills required for Client Service Coordinator (Health) include Client Service, Scheduling, Microsoft Office, Billing, Integrity, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Coordinator (Health). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Coordinator (Health). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Coordinator (Health) positions, which can be used as a reference in future career path planning. As a Client Service Coordinator (Health), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Coordinator (Health). You can explore the career advancement for a Client Service Coordinator (Health) below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Coordinator job description and responsibilities
Client service coordinators help companies meet the clients' specifications and business goals.
12/21/2021: Portsmouth, OH
Additionally, they liaise with various departments to provide solutions to client's problems.
01/23/2022: Charleston, SC
Providing clients with technical assistance on products and services.
01/24/2022: Greensboro, NC
Responding to service calls from clients or customers and dispatching a particular query to the relevant customer care associate.
01/28/2022: Fort Myers, FL
Attention to detail ensures that the client's project and requests are completed on time.
12/30/2021: Fort Lauderdale, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Coordinator jobs
A client service coordinator must have excellent communication and customer service skills, especially on managing and organizing client accounts.
01/01/2022: Provo, UT
The job title of service coordinator can apply to many different fields.
01/12/2022: Helena, MT
These positions require familiarity with customer services tools and programs.
02/06/2022: Muskegon, MI
Candidates for this position must have strong communications skills, superior customer service abilities, effective time-management, and attention to detail.
03/03/2022: Fort Collins, CO
Set developmental goals of personal growth to continually expand personal communication skills with all clients.
03/12/2022: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Coordinator.
Similar Jobs
Popular Articles
