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    Individual Life and Health Insurance Client Service Agent - Mesa, United States - Arizona Federal Insurance Solutions, LLC

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    Job Description

    Job DescriptionDescription:

    The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Individual Life and Health Client Service Agent who can perform back end processing for our ILH Team. This is a full-time, On-site, Hybrid-friendly position for an Agency with less than 100 employees.

    Mandatory Qualifications for Individual Life and Health Insurance Client Service Agent:

    · Minimum of 1 year of Individual Life and Health Insurance experience in an Independent Agency environment

    · Active Arizona Life and Health License

    · Experience with Applied Systems Epic is required

    · Exceptional attention to detail and adherence to our level of service.

    Examples of Essential Job Duties for Individual Life and Health Insurance Client Service Agent:

    • Primary point of contact for Individual Life & Health related inquiries.
    • Audit existing ILH accounts to ensure data accuracy.
    • Provide support to ILH Producers with Epic data and new business policy entry.
    • Analyze, prepare, and present individual life insurance proposals and applications to clients.
    • Receive, maintain, and distribute new business leads for Life, Medicare, and Health insurance referrals.
    • Schedule and maintain ILH appointment calendar and communicate with appropriate parties when adjustments are required.
    • Creates detailed and accurate documentation in Applied Epic management system regarding all interactions with clients, prospects, carrier representatives, etc., including attaching any completed proposals and applications.
    • Maintain daily Epic activity log in accordance with procedural guidelines
    Requirements:

    Additional Knowledge Skills, Abilities, and Details:

    · Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures

    · Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment

    · Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment

    · Candidate must be available during 8-5 pm Arizona Time

    · Company equipment will be provided.

    · Compensation is DOE with a potential bonus

    Benefits and Compensation for Individual Life and Health Insurance Client Service Agent:

    • Full Time - M-F 8:00am- 5:00pm
    • Pay: $ $28.00 per hour
    • Quarterly Bonus
    • Employer paid Medical and Dental, LTD, Group Life, EAP
    • Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
    • 401(k) Employer contribution 3-6%
    • Annual Employee Profit Sharing Bonus


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