Individual Life and Health Insurance Client Service Agent

The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Individual Life and Health Client Service Agent who can perform back end processing for our ILH Team. This is a full-time, On-site, Hybrid-friendly position for an Agency with less than 100 employees. https://www.arizonagroup.com

Mandatory Qualifications for Individual Life and Health Insurance Client Service Agent:

· Minimum of 1 year of Individual Life and Health Insurance experience in an Independent Agency environment

· Active Arizona Life and Health License

· Experience with Applied Systems Epic is required

· Exceptional attention to detail and adherence to our level of service.

Examples of Essential Job Duties for Individual Life and Health Insurance Client Service Agent:

• Primary point of contact for Individual Life & Health related inquiries.
• Audit existing ILH accounts to ensure data accuracy.
• Provide support to ILH Producers with Epic data and new business policy entry.
• Analyze, prepare, and present individual life insurance proposals and applications to clients.
• Receive, maintain, and distribute new business leads for Life, Medicare, and Health insurance referrals.
• Schedule and maintain ILH appointment calendar and communicate with appropriate parties when adjustments are required.
• Creates detailed and accurate documentation in Applied Epic management system regarding all interactions with clients, prospects, carrier representatives, etc., including attaching any completed proposals and applications.
• Maintain daily Epic activity log in accordance with procedural guidelines

Additional Knowledge Skills, Abilities, and Details:

· Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures

· Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment

· Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment

· Candidate must be available during 8-5 pm Arizona Time

· Company equipment will be provided.

· Compensation is DOE with a potential bonus

Benefits and Compensation for Individual Life and Health Insurance Client Service Agent:

• Full Time - M-F 8:00am- 5:00pm
• Pay: $25.00 - $28.00 per hour
• Quarterly Bonus
• Employer paid Medical and Dental, LTD, Group Life, EAP
• Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
• 401(k) Employer contribution 3-6%
• Annual Employee Profit Sharing Bonus