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Insurance Enrollment Specialist

Cross Pointe Insurance Advisors

Insurance Enrollment Specialist

Oklahoma City, OK
Full Time
Paid
  • Responsibilities

    We are looking for a responsible and organized enrollment specialist to advise and guide candidates in the enrollment process. The enrollment specialist will be responsible for assessing applications, handling documentation, collecting information, entering data and providing customer service.

    To be successful as an enrollment specialist you should be able to assess the eligibility of candidates for specific programs, make recommendations and maintain meticulous records. An outstanding candidate will demonstrate exceptional communication skills and have a high standard of accuracy.

    Benefits/Perks:

    Competitive Pay

    Professional Development

    Job Stability in a growing industry

    Excellent Benefits

    Responsibilities

    Provide service to existing clients related to enrollments, terminations, qualifying events, answering telephone and questions, providing documentation as requested.

    Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.

    Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

    · Handling questions, issues and providing detailed information on requirements, processes, and policies. · Collecting information and qualifying candidates for programs, services or courses. · Ensuring that applications are completed correctly and that the required supporting materials have been provided. · Entering, updating and reviewing data and records. · Providing guidance and recommendations to applicants and prospective candidates. · Corresponding with applicants and prospective candidates. · Processing enrollments and dis-enrollments. · Assisting with billing and payment processing. · Conducting information sessions.

    Qualifications

    Hold the insurance license required by your state and have a minimum of two years of insurance experience

    Demonstrate strong knowledge of insurance benefit products

    Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.

    Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.

    Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, and carrier website navigation.