Health Insurance New Business Support Clerk

at  Integrity Marketing Group

ABOUT INSURANCE ADMINISTRATIVE SOLUTIONS

Insurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry. We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations. With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results. Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel.

JOB SUMMARY

This role is a supportive position within the New Business Department, tasked with assisting in various clerical duties to facilitate the smooth operation of the department. The candidate is expected to have a clear understanding of the interrelation and impact of various operational functions. A key aspect of the role is providing prompt and courteous customer service. The ideal candidate will have comprehensive customer service experience, the ability to thrive in a fast-paced environment, familiarity with AWD, and knowledge of Medicare Supplement is considered a plus.

Primary Responsibilities:

• Must be able to work scheduled shift and if needed, rotate schedules with other employees for proper departmental staffing needs and/or work Overtime as needed.
• Answering and documenting phone calls from a call center environment.
• Make outgoing calls to verify information with the applicant(s) or agent(s).
• Ability to type letters for amendments, additional requirements, declines, not takens and problems.
• Process Check Requests for declines, not takens and overpayments.
• Process and input additional CWA.
• Follow-up on application and agent problems.
• Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.
• In a workflow system, match facsimiles and mail received to the appropriate file.
• Follow-up on all pending requirements.
• Process applications with stop payments placed on the check.
• Process pending requirements when received and update the database.
• Generate follow-up letters on all problem applications.
• Must be able to work in an environment where procedures change frequently.
• Understand Federal and State requirements for open enrollment, guarantee issue and underwritten applications.
• Update the database with all the appropriate information.
• Prep files by creating an image coverage sheet and separate each item with a separator sheet for the imaging department.

Primary Skills & Requirements:

• High school diploma or equivalent.
• Computer experience is required.
• Prior office experience is preferred.
• Medical insurance experience is a plus.
• Candidates must be local to the area.

• Must be able to work scheduled shift and if needed, rotate schedules with other employees for proper departmental staffing needs and/or work Overtime as needed.
• Answering and documenting phone calls from a call center environment.
• Make outgoing calls to verify information with the applicant(s) or agent(s).
• Ability to type letters for amendments, additional requirements, declines, not takens and problems.
• Process Check Requests for declines, not takens and overpayments.
• Process and input additional CWA.
• Follow-up on application and agent problems.
• Calculate premium difference and rates using mathematical skills: ability to add, subtract, multiply and divide.
• In a workflow system, match facsimiles and mail received to the appropriate file.
• Follow-up on all pending requirements.
• Process applications with stop payments placed on the check.
• Process pending requirements when received and update the database.
• Generate follow-up letters on all problem applications.
• Must be able to work in an environment where procedures change frequently.
• Understand Federal and State requirements for open enrollment, guarantee issue and underwritten applications.
• Update the database with all the appropriate information.
• Prep files by creating an image coverage sheet and separate each item with a separator sheet for the imaging department