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- 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.
- 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
- 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
- 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
Life Insurance Professional - Mesa, AZ, United States - Arizona Federal Insurance Solutions, LLC
Description
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:
Health Insurance Client Service Agent:
Health Insurance Client Service Agent:
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