INS​/INV DIV CSR

Job Location:

Houma , LA 70360

Position Type:
Full Time

Education Level: High School

Travel Percentage:
Negligible

Job Shift: 8-5

Job Category:
Insurance

• Provide customer service to clients; including acting as a liaison between client and carrier, assisting with claims, plan benefits and operations, enrollments, cancellations and billings, etc.
• Communicate with carriers to process claims, quote renewals, negotiate rates, obtain quotes, and complete transition for new business.
• Compile quotes and create benefit presentations for client review.
• Provide guidance to clients in regard to the agency’s electronic benefit portal, if applicable.
• Process enrollments, cancellations, changes and submit to carrier for processing.
• Submit plan changes and amendment request to carriers and ensure completeness.
• Continuously follow up on outstanding claims, maintain notes and communication to client until processed, paid and closed.
• Ensure emails and electronic faxes are properly always processed.
• Accompany agent to client meetings when requested.
• Prepare Plan’s materials (packets, brochures, etc.) by utilizing an electronic program.
• Process filing on electronic filing system. Maintain electronic enrollment system.
• Ability to prioritize workload to meet deadlines.
• Back up other office positions, including switchboard when required.
• Assist agents as requested.
• All other duties as assigned.

• High school diploma.
• Interest in pursuing Louisiana Life, Health, and Accident License.
• Employee benefit or insurance experience preferred.
• Computer experience with Microsoft Office systems, eFax and Adobe.
• Must be a self-starter, able to multitask, have attention to detail and the ability to work with minimal supervision.

While performing duties, the employee is required to sit, stoop, lift up to 10 pounds, type, the ability to communicate effectively with others, and may be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

• Successfully perform quality work within deadlines with or without supervision
• Interact professionally and confidently with other employees, customers and contacts
• Work effectively as a team contributor on all assignments
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations