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Insurance Job Board

Considering a new career path in the insurance industry? Here are just a few positions that might be a good match.

Do you have a position available at your agency? Consider posting it here at piaw.org!

Position


PositionLicensed Health and Life Customer Service Representative
CompanyTalent Insurance & Financial Solutions
Job Description

Talent Insurance & Financial Solutions assist clients with individualized Medicare and health insurance planning as well as investment advisory services, tax preparation, accounting and bookkeeping services. We are seeking an individual with a desire to expand their customer service skills. The ideal candidate will have the opportunity to grow into a full-time sales role.

  • Answer and direct phone calls
  • Schedule client appointments
  • Process applications
  • Assist team members with tasks to be assigned
  • Greet clients
  • Answer client questions about their benefits
  • Assist advisors with processing new business
  • Diffuse difficult and/or complex customer interactions in a professional manner
  • Coach and train staff hired in the agency
  • Manage daily activities and prioritize tasks that need to be completed
  • Possess the following skills: basic PC skills, basic math skills, critical thinking and conflict resolution skills, and the ability to prioritize and multi-task
  • Communication - Possess outstanding written and verbal communication skills
  • Teamwork - Develop constructive and cooperative working relationships with team members
  • Maintain accurate and descriptive accounts of all customer interactions
  • Implement/adhere to company and Agency guidelines
  • Able to successfully juggle multiple priorities at any given time
  • Possess outstanding written and verbal communication skills

Benefits: Dental insurance, Disability insurance, Life insurance, Paid time off, Professional development assistance, Retirement plan

Job Type: Full-time

Pay: $14.00 - $17.00 per hour

Job Requirements
  • Life and Health insurance license required
  • 3-5 years customer service experience in a health insurance office setting
  • Experience with Microsoft Office Word and Excel
  • Excellent attention to detail and accuracy
  • General knowledge of health and medicare insurance

Company Contact Information


ContactSue Olson
EmailEmail hidden; Javascript is required.
Phone(608) 825-7882
Websitetalentcpa.com