Individual Life and Health Insurance Client Service Agent
Company: Arizona Federal Insurance Solutions, LLC
Location: Phoenix
Posted on: May 3, 2024
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Job Description:
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 Compensation details: 25-28 Hourly
Wage PIcb6f410aeeab-26276-34345436
Keywords: Arizona Federal Insurance Solutions, LLC, Surprise , Individual Life and Health Insurance Client Service Agent, Sales , Phoenix, Arizona
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