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Client Specialist I

Company: United Heritage Insurance
Location: Meridian
Posted on: May 15, 2022

Job Description:

Job DescriptionSalary: $20.00United Heritage Life Insurance, a Meridian, Idaho Company, is seeking an individual to join our awesome team in a Client Specialist role. The Group department sells and manages group life, disability, vision, critical illness, and accident plans for employers. This open position is part of our enrollment team, who manages the ongoing enrollment changes for our sold groups. We are a growing department of United Heritage Life Insurance Company and need someone who likes to be busy and engaged! Accuracy is extremely important in this role. Familiar with Microsoft products; Outlook, Word, and Excel. Ability to learn company specific software May require overtime in peak seasons. This position is an in-office role on the Meridian campus. United Heritage Life Insurance Company is an established and growing company. We pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship, and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company paid disability, paid parental leave, a volunteer day, a floating holiday and up to 11.5 paid holidays and PTO. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority. This position has a starting rate at a minimum of $20.00 an hour, eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience! All employees will be subject to a criminal and credit background check as a requirement of employment. California residents, click here to view our CCPA Privacy Notice at Collection. Job Description:Summary Responsible for performing administration functions in the group insurance department, such as the enrollment and termination of employees. Must have ability to learn and understand specific company Group Insurance products and processes. Establish good working relationship within department, company, and clients through strong communication skills.The Group Client Specialist ladder consists of progression levels of I, and II. Progression to the next level is based on increase in experience, functions, knowledge, and skills as listed in the Job Description. Progression to the next level may result in a pay rate increase of 5% up to the maximum of the salary range.Primary Responsibilities Administration

  • Perform general customer service for Policyholders, clients and agents including problem solving, inquiries and requests.
  • Administration of inforce groups, enrollments, terminations;
  • Maintain other administrative changes such as amounts of insurance, salary changes and address changes.
  • Work with Groups and Agents to ensure smooth transition of coverage after point of sale.
  • Review Evidence of Insurability forms to determine employee eligibility; coordinate with underwriting on approval or denial.
  • Compose email correspondence with agents, Policyholders and clients.
  • Scan all documents in appropriate group files.
  • Process and monitor weekly electronic enrollment file feeds;Billing
    • Conduct audits to ensure billing statement accuracy as compared to enrollments.
    • Make necessary billing adjustments and handle correspondence with Policyholder.Additional Responsibilities
      • Learn duties of other positions in department and back up as needed.
      • Functional understanding of all aspects of the Group Department.
      • Other duties as assigned.Knowledge and Skill Requirements
        • High School Diploma or equivalent (GED);
        • May require some job-related course work;
        • Comfortable with Adobe, Word and Excel. Ability to learn company specific software;
        • Good verbal and written communication skills;
        • Strong customer service skills;
        • Organizational skills;
        • Detail oriented;
        • Ability to work in fast paced environment;
        • Ability to multi-task and prioritize work load;
        • Displays a good-natured, cooperative attitude and is pleasant with others on the job;
        • Excellent Attendance required.Working Conditions Work is performed in-office environment. May sit for long periods of time. Visual acuity to perform reading and computer functions.

Keywords: United Heritage Insurance, Meridian , Client Specialist I, Other , Meridian, Idaho

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