Health Insurance CSR: Medicare and Individual Health

Loman-Ray Insurance Group

Loman-Ray Insurance Group

Urbana, IL, USA
Posted on Wednesday, March 20, 2024
health Insurance Customer Service Representative

We have an opening for one full-time Health Insurance Customer Service Representative (CSR) primarily focusing on Individual (under 65) and Medicare products. The ideal candidate is a self-starter, works well with others, seeks to build a long-term career, and possesses exemplary customer service skills.

This position is an in-office role based out of the Urbana, IL location.

Benefits for the Health Insurance Customer Service Representative:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan
  • Paid time off - vacation/sick days
  • 10 Paid Holidays
  • Competitive base salary (commensurate with experience)
  • Competitive commission structure
  • Bonus incentive based on individual/agency performance
  • Growth/advancement opportunity with Loman-Ray Insurance Group
  • Training & coaching provided

Qualifications/Skills for the Health Insurance Customer Service Representative:
  • Illinois Health & Life Insurance License is required, must be able to obtain within 90 days of start date. Class and test fees covered by Loman-Ray.
  • At least 1 year of customer service or client-facing experience is required
  • Strong knowledge of computer software applications (Word, Excel, Outlook), agency management system, and web based operations
  • Have an understanding of Insurance terminology
  • Knowledge of general insurance regulations
  • Must have strong communication skills; written, verbal and listening (with customers and staff in a work environment)
  • Work effectively in a team environment
  • Exceed customer expectations relating to professionalism of demeanor, efficient and effective level of service (on phone or in person) and maintenance of workstation and office
  • Work under pressure in a high volume, fast paced customer service environment

Responsibilities for the Health Insurance Customer Service Representative:
  • Provides a high level of support services to the customer related to the sales function including: servicing insurance policies, processing applications, renewals and amendments
  • Service customer by taking necessary insurance payments (initial, installment, lapse or reinstatement)
  • Respond to customer inquiries and refers to agents when appropriate
  • Provides a high level of administrative support to Insurance Agents during peak periods
  • Participate in a team environment to promote consistent service and a high level of customer satisfaction
  • Receive and resolve customer complaints/issues and seek assistance from management for necessary resolution when needed
  • Participate in office events developed to generate revenue, team building, improve customer awareness of products and support local community activities
  • Servicing insurance policies and processing applications, renewals, and amendments
  • Responding to billing and coverage questions
  • Promoting the sale of insurance products
  • Processing monetary transactions

  • 8 hour shift
  • Day shift
  • Monday to Friday