Integrity · 1 day ago
Receptionist
Senior Advisory Insurance Services, an Integrity Partner headquartered in Cicero, New York, is one of New York’s leading Medicare Advantage and Supplement providers. This position provides excellent customer service to clients by acting as a liaison between clients, carriers, and agents, ensuring their needs are met with quality service.
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Responsibilities
Answer and direct all incoming calls from agents and clients
Respond to customer inquiries by phone, in person, or in written form
Greeting clients, brokers, and insurance representatives that may visit the office
Knowing and maintaining an understanding of the company’s active enrollment plans and be able to answer general questions regarding the client’s coverage
Handle client concerns by providing appropriate solutions and alternatives within a reasonable time, and follow up to ensure resolution
Build sustainable relationships of trust through open and interactive communication with team members
Make necessary updates in the company’s CRM regarding client changes
Perform touch points with clients to ensure all needs are being met
Scanning paper forms into the appropriate client file
Properly handling sensitive data with care and in compliance with our federal and local laws & guidelines
Qualification
Required
High school diploma, general education degree, or equivalent
Excellent telephone, oral and written communication skills
Proven to be highly dependable and self-motivator
Be able to work independently with sound organization skills
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications
Is curious and able to ask probing questions to obtain necessary information
Must have good understanding of general office procedures, processes, and equipment
Ensure excellent service is rendered to business clients, agents, and insurance representatives
Ability to manage a variety of tasks and set priorities to meet often demanding deadlines; while keeping goals, objectives, priorities, and timelines in perspective
Ability to always work as a team player while following team concepts in supporting company goals and colleagues
Ability to work and resolve issues independently
Preferred
Insurance industry experience is preferred, but not required
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
Recent News
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