What are the responsibilities and job description for the Medicare and Individual Account Representative position at Valley United Insurance Agency?
We our expanding at Valley United Insurance Agency. We are seeking a full-time Account Representative that would focus on customer service for our Medicare and Individual clients in our Bay City location.
This role would be responsible for a variety of tasks, including, but not limited to the following:
ESSENTIAL JOB FUNCTIONS of the Medicare and Individual Account Representative:
- Knowledge of medical and ancillary lines of coverage
- Work on medical claims, processing enrollments with various carriers as well as processing new business or plan changes with the carriers
- Maintain client database
- Preparation of materials for meetings with clients
- Review billings materials, perform audits as necessary
- Support the rest of the team as needed
REQUIREMENTS for the Medicare and Individual Account Representative:
- 3 to 5 years administrative experience working for insurance agent/agency in medical and ancillary lines of coverage preferred
- Health and Life License preferred
- Analytical capabilities a must along with intermediate proficiency in Microsoft Excel
- Strong organizational and time management skills. Must be able to establish priorities and execute them eventually with minimal assistance
- Strong computer skills in both Microsoft Outlook and Word
- Exceptional communication skills and people skills, is well-organized and has the ability to multi-task
- Applicant should be a self-starter who works well under pressure both alone and as part of a team
- Dependable
- Excellent follow through skills
- Discretion/confidentiality a must in this position
Job Type: Full-Time
Job Type: Full-time
Pay: $38, $42,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $42,000