Integrity · 3 weeks ago
Medicare Supplement Processing Specialist
Integrity Marketing Group is a leading independent distributor of life, health and wealth insurance products. The Medicare Supplement Processing Specialist will work directly with an Underwriter to review insurance applications for eligibility and assist agents with inquiries regarding the application process.
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Responsibilities
Assist agents with comments or questions about applications and the likelihood of acceptance by the company
Log applications using automated log/proposal program
Calculate modal premium due, noting any shortage or overage, and prepare and balance CWA Input Form
Input CWA into the CWA database, when applicable
Make out going calls to agents or applicants to verify information that is left blank or unclear on the application
Take inbound calls from agents or applicants and effectively relay information to the caller about any outstanding requirements needed on the application
Complete non-medical telephone interviews with applicants when necessary
Order and follow up on requirements pre and post issue
Learn and understand the differences between Federal and State Open Enrollment, Guarantee Issue and Standard applications
Qualification
Required
High school diploma or GED equivalent with 1 year of proven experience in insurance, medical field, or customer service
Strong phone contact handling skills and active listening
Familiarity with Microsoft Office products
Ability to adapt and respond to different types of people and tasks
Excellent communication and documentation skills
Problem solving ability with high level of attention to detail
Ability to exercise good judgment, maintain confidentiality, and uphold ethical standards
Confident, self-motivated individual who thrives both independently and within a team environment
Ability to multi-task, prioritize, and manage time effectively and efficiently
Reliable transportation and the ability to be punctual and dependable
Ability to work scheduled shifts, rotate schedules with other employees for proper department staffing needs and work overtime as needed
Preferred
Medical insurance background preferred
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
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