Senior Life & Health Market Insurance Service Agent bei Desert Financial Credit Union

A Senior Life & Health Insurance Agent is responsible for providing exceptional member service to our insurance clients. They provide information on various insurance products, explain coverage options, and help clients connect with our field agents. They must stay up-to-date on insurance industry trends, regulations, and product offerings to provide the best possible service to clients. Additionally, they may be responsible for managing client relationships, guiding clients through the claims process, and ensuring compliance with all relevant laws and regulations.

What you will do here:

Client Service and Support:

Handle inbound client inquiries related to Medicare Advantage, Supplement, and Prescription Drug Plans with professionalism and accuracy

Assist with comprehensive policy servicing including policy changes, claims support, and renewal questions

Educate clients on plan benefits, eligibility criteria, and enrollment timelines

Handle and document any initial client complaints and escalating to Leadership when appropriate

Compliance and Documentation:

Ensure compliance with CMS (Centers for Medicare & Medicaid Services) and HIPAA regulations in all client communications.

Maintain accurate records in SalesForce and servicing systems for all client interactions.

Keep up to date with regulatory information, carrier updates, and industry trends.

Team Collaboration and Support

Collaborate with the sales and onboarding team to support seamless client transitions. Collaborate effectively with sales and onboarding teams to support seamless client transitions from prospect to enrolled member

Schedule and coordinate incoming referral and appointment requests for the field sales team

Participate in team meetings and contribute to department goals and initiatives

Other duties as assigned.

What you will need:

High School Diploma or GED required.

2+ years of experience in insurance servicing, customer support, or healthcare administration required.

2+ years of experience in a Medicare-related role required.

High attention to detail required.

Ability to work in a compliance-based environment required.

Exceptional Communication skills with clients and team members required.

Learning agility, become a subject matter expert in insurance product offerings required.

Exceptional Customer Service Skills required.

Proficiency with MS Office Suite Products (Word, Excel, PowerPoint, and Outlook) required.

Active Life and Health Insurance License required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.