General Job Requirements & Responsibilities:

• Full-Time, In-office Position
• Required hours 8:30-4:30pm M-TH, 8:30-2:30pm Fridays (38 hrs)
• PA Health & Life Licenses Required
• Industry Experience:
• 2+ years of health insurance account management preferred
• Experience handling book-of-business for clients of varying sizes (2-200+)

General Tasks Required:

• Answering phones and assisting clients with questions/needs
• Documenting and processing enrollment/terminations
• Manage the agency’s Benefits Administration System for client use
• Communicating with carriers to provide resolution for billing/claims issues
• Addressing carrier and industry compliance questions
• Completing renewal process needs of Sales Team: Quoting and/or carrier quote request forms; Complete client spreadsheet comparisons; Prepping, collecting and processing new business paperwork; Internal documentation of in-force/cancelling policies
• Assist other agency Account Specialists with the above and servicing troubleshooting

[This role does have the potential to progress to a Sr. Account Specialist role based on company needs and skill level of employee]

General Characteristic Expectations:

• Detail-oriented (Accuracy with data entry and application completion)
• High-level of organization skills
• Ability to multitask
• Communicate effectively and professionally via phone and email
• Tolerate fast-pace work environment
• Self-starter & willingness to learn/grow
• Ability to learn and navigate multiple online platforms
• Problem-solving skills
• Able to work independently with minimal direction, yet able to work cohesively with team
• Ability to help others grow in industry knowledge and experience

Company Provided Benefits:

• Dental, Vision Coverage, and $0 Teledoc Services
• Long-Term Disability, Critical Illness, Life/AD&D
• Simple IRA with matching employer contributions
• PTO and 9 paid holidays
• Small, family-oriented office environment

www.wevins.com l 600 N. Front Street, Wormleysburg, PA 17043 l 717.761.0393

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee discount
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Retention bonus

Travel requirement:

• No travel

Ability to commute/relocate:

• Lemoyne, PA 17043: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer relationship management: 1 year (Required)

License/Certification:

• Life & Health Insurance License (Required)

Work Location: One location

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