Facilitate all new cases, incoming calls, applications, etc.
Maintain and develop client relationships.
Review incoming applications to verify accuracy and completeness
Liaison between the client, the agents and our carrier partners/insurance companies to ensure prompt ad efficient processing of applications in a timely manner
Update our internal CRM system to ensure the accuracy of our client records.
Requirements:
Ability to pass the CoveredCA Admin Staff certification and background check
Previous experience in the insurance industry preferred
In depth knowledge of Microsoft Word and Excel
Excellent time-management and phone skills
Excellent written and verbal communication skills
Strong and engaging personality that customers will appreciate and respond to
Exemplary high standards of honesty, integrity and endeavor
Ability to make deadlines in a fast paced environment
Ability to multi task and re-prioritize tasks
Excellent team work
Excellent attendance and reliability
Language Skills: Ability to effectively present information and respond to questions and requests from customers, co-workers, and others as necessary. Bilingual in English and Russian. Spanish (preferred)
Education/Experience:
High School or equivalent or higher education
Minimum of one year experience in insurance related field or customer service
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