Eligibility Specialist

About the role

This is an opportunity to join a rapidly growing agency with great work/life balance and income opportunity for those that embody and embrace our Core Values. Our team members contribute to the overall success of the agency, and the rewards are limitless.

Responsibilities

• Process all client eligibility changes and ID card requests with precision and within specific timeframes
• Respond to client and internal requests in a timely and accurate manner
• Update the client management portal with the most recent information
• Maintain effective communication with clients and carrier representatives, ensuring their needs are met and questions are answered
• Attend team meetings to stay informed about agency policies, procedures, and industry updates
• Provide accurate and timely support to clients to enhance their trust and loyalty with BBG
• Communicate difficult carrier decisions to clients when necessary, and escalate issues to carrier representatives when appropriate

Qualifications

• Possess a strong customer service orientation and demonstrate a good understanding of insurance concepts
• Navigate online portals efficiently to access and update client information
• Life & Health License or ability to obtain within 90 days of hire

Required Skills & Abilities

• Excellent communication skills, both written and verbal, to convey information clearly and transparently
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience
• Ability to work effectively in a team environment and collaborate with team members and other departments
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication
• Commitment to staying updated on industry trends, regulations, and best practices
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information

Work Environment & Physical Demands

• This position can be performed remotely, on a hybrid schedule, or full time in an office
• Operates within a professional work environment characterized by a collaborative and client-focused atmosphere, fostering teamwork and open communication
• Work setting is equipped with modern technology and software necessary to perform job responsibilities effectively
• Noise level can range from low to moderate, depending on the specific work environment
• May occasionally need to adapt to changing work demands, such as handling urgent client requests, participating in team meetings, or assisting colleagues during peak periods
• Significant portion of the workday involves sitting at a desk while using a computer, handling paperwork, and communicating with clients and co-workers
• If reporting to an office, some tasks may involve standing and walking, including attending in-person meetings, interacting with colleagues, and moving within the office space
• Requires frequent typing, data entry, and documentation; effective written communication is essential for drafting emails, reports, and client communications
• If reporting to an office, may need to lift and carry files or documents generally weighing up to 10 pounds
• Involves significant telephone communication with clients, carriers, and team members, requiring clear and effective verbal communication
• Ability to read documents, analyze data, and view computer screens for extended periods is necessary; good auditory skills are essential for effective communication via telephone and in-person conversations
• Often involves managing multiple tasks simultaneously and prioritizing time effectively to meet client needs and deadlines