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Employee Benefits Insurance CSR - HYBRID / REMOTE

Remote: 
Full Remote
Contract: 
Salary: 
60 - 75K yearly
Experience: 
Senior (5-10 years)
Work from: 
Canada, California (USA), United States

Offer summary

Qualifications:

Current CA Life/Health License, Minimum three years of recent experience as Employee Benefits CSR, Knowledge of COBRA and HIPAA, Proficiency in MS Office and EPIC.

Key responsabilities:

  • Manage assigned customer accounts services
  • Process new hire enrollment and coverage changes
  • Prepare RFPs, quotations, and materials for meetings
  • Handle claim inquiries and billing issues
  • Assist with open enrollment and manage COBRA administration
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SDI Staffing https://www.sdistaffing.com
51 - 200 Employees
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Job description

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Job Description

Employee Benefits Insurance CSR needed for an Insurance Agency located in Central San Diego - HYBRID / REMOTE!

  • HOURS: Flexible schedule; 7 am – 4 pm, 8 am – 5 pm, 9 am – 6 pm
  • WORKSITE: It is preferred the CSR reside local as to come into office and work a Hybrid schedule. Will also consider 100% remote for someone who lives outside or San Diego, but must reside in CA.
  • DURATION: Direct Hire
  • PAY: Depending on experience, $60k - $75k.
  • To qualify for $65k - $75k the qualified candidate must have a minimum four, plus, years’ recent experience working as an Employee Benefits CSR within an independent agency environment and have stable job history. And strong knowledge of EPIC!
  • BENEFITS: This client offers a full comprehensive benefits package.

Job Duties can include, but are not limited to:

  • Assume full responsibility for services of assigned customer accounts, process and follow up on new hire enrollment forms, request for coverage change and terminations.
  • Assist with completion of RFP’s and prepare quotations for new or renewal coverage, responsible for finalizing applicant information; transmission to carrier and subsequent status follow-ups.
  • Preparation of spreadsheets, presentations and proposals for new and renewal business. Preparation materials for open enrollment meetings and assist with meetings when requested.
  • Manage all claim inquiries, billing discrepancies and delinquent premiums.
  • Manage COBRA Administration questions and carrier updates.

Requirements:

  • Current CA Life/Health License.
  • Minimum three years recent experience working as an Employee Benefits CSR Assistant within an Independent Agency environment.
  • COBRA and HIPAA knowledge.
  • Proficiency of PC Applications (MS Office and EPIC).
  • Effective communicator; both written and verbal.
  • Strong organizational and project management skills.
  • Must have stable job history meaning 3 years minimum at prior jobs.

Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
Check out the description to know which languages are mandatory.

Hard Skills

Soft Skills

  • microsoft-office
  • verbal-communication-skills
  • Time Management
  • Organizational Skills
  • Customer Service

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