RECEPTIONIST
About Us:
We are an established Insurance and Employee Benefits Firm located in Carlsbad, CA currently in search of an experienced Receptionist for our expanding organization. We are pride ourselves on delivering an unprecedented level of service and creating innovative solutions for our current and prospective clients Insurance and Benefits needs.
Position Overview:
We are looking for a Receptionist with a passion for providing impeccable customer service to our valued clients. The ideal candidate will understand the importance of making a first and lasting impression on the phone and in person. Additional job functions include providing clerical support and for our dynamic and growing Insurance Firm. This is an Entry Level position.
Essential Job Functions/Tasks:
Answers telephones, screens calls, routes to appropriate individual or takes messages. Ensures customers, vendors and employees are addressed in a professional and courteous manner. Provides information and assistance knowledgebase grows.
Data entry, maintain computer files, use spreadsheet and other computer software as needed; scanning and faxing, filing and mail. Order and maintain supplies for office.
Performs other related tasks as assigned.
Key Attributes:
Friendly demeanor, approachable personality, organized, efficient; willingness to assist all levels of staff within the organization; can-do attitude, proactive and resourceful. Punctuality, professional appearance; attention to detail are also requirements of this job.
Qualifications:
Exceptional people skills – on the phone and in person; the ability to work both independently and as part of a team.
Excellent written and computer skills (Microsoft Office); typing skills.
The dress code is business causal. Hours are full time, Monday through Friday 8am-5pm.
Comprehensive benefits package included after completion of probationary period. Salary is based on experience. This is an Entry Level position. Please email resume and cover letter to info@MISbenefits.com
ACCOUNT MANAGER
About Us:
We are an established Insurance and Employee Benefits Firm located in Carlsbad, CA currently in search of an experienced and licensed Employee Benefits Account Manager for our expanding organization. We are pride ourselves on delivering an unprecedented level of service and creating innovative solutions for our current and prospective clients Insurance and Benefits needs.
Position Overview:
The Employee Benefits Account Manager works collaboratively with the Producer managing a book of business and prospective clients. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.
Core Responsibilities:
Prospects/Renewals
Gather client census data, current / renewal plan design and rate information and any additionally related materials required to prepare RFP for client renewals and prospective groups. Prepare and coordinate materials for the enrollment process and other formal client presentations. Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
Client Services
Manage claims and coverage issue resolution for clients and their employees. Act as liaison between client and carrier to research and resolve coverage, claim and administrative problems. Provide guidance to clients and their staff regarding their benefit program in detail.
Qualifications & Experience:
The ideal candidate for this position will be positive and approachable, and work effectively with diverse personalities. This individual must also be service oriented, possess high personal standards, a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions; attention to detail is also a must.
Current CA Life/Health Insurance License REQUIRED and other insurance designations encouraged. A Bachelor’s degree preferred; 3-5 years of related experience as an Accounting Manager/Benefit Analyst in the employee benefits arena (equivalent combination of education /experience will be considered) as well.
Strong oral and written communication skills with the ability to effectively interact with various levels within the organization are required. Demonstrated computer proficiency – Microsoft Office Suite, Outlook, and industry related websites and quoting engines, etc. also essential. Proficiency in math, strong analytic and quantitative skills strongly desired.
Salary commensurate with experience. Comprehensive benefits package included after completion of probationary period. Please fax resumes to 760-438-9355 or email it to info@MISbenefits.com.
