Health Insurance CSR: Medicare and Individual Health

health Insurance Customer Service Representative

We have an opening for one full-time Health Insurance Customer Service Representative (CSR) primarily focusing on Individual (under 65) and Medicare products. The ideal candidate is a self-starter, works well with others, seeks to build a long‑term career, and possesses exemplary customer service skills.

This position is an in-office role based out of the Urbana, IL location.

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• Paid time off - vacation/sick days
• 10 Paid Holidays
• Competitive base salary (commensurate with experience)
• Competitive commission structure
• Bonus incentive based on individual/agency performance
• Growth/advancement opportunity with Loman-Ray Insurance Group
• Training & coaching provided

• Illinois Health & Life Insurance License is required, must be able to obtain within 90 days of start date. Class and test fees covered by Loman-Ray.
• At least 1 year of customer service or client‑facing experience is required
• Strong knowledge of computer software applications (Word, Excel, Outlook), agency management system, and web‑based operations
• Have an understanding of Insurance terminology
• Knowledge of general insurance regulations
• Must have strong communication skills; written, verbal and listening (with customers and staff in a work environment)
• Work effectively in a team environment
• Exceed customer expectations relating to professionalism of demeanor, efficient and effective level of service (on phone or in person) and maintenance of workstation and office
• Work under pressure in a high volume, fast paced customer service environment

• Provides a high level of support services to the customer related to the sales function including: servicing insurance policies, processing applications, renewals and amendments
• Service customer by taking necessary insurance payments (initial, installment, lapse or reinstatement)
• Respond to customer inquiries and refers to agents when appropriate
• Provides a high level of administrative support to Insurance Agents during peak periods
• Participate in a team environment to promote consistent service and a high level of customer satisfaction
• Receive and resolve customer complaints/issues and seek assistance from management for necessary resolution when needed
• Participate in office events developed to generate revenue, team building, improve customer awareness of products and support local community activities
• Servicing insurance policies and processing applications, renewals, and amendments
• Responding to billing and coverage questions
• Promoting the sale of insurance products
• Processing monetary transactions

• 8 hour shift
• Day shift
• Monday to Friday