PLEASE DO NOT REACH OUT DIRECTLY TO THE BUSINESS.
Hiring immediately and may start as early as December 30th, 2024.
This role will be part time January-June 2025. Full time beginning July 1st, 2025.
Position Schedule-
Monday 8am-1pm (5 hours)
Tuesday 10am-6pm (8 hours)
Wednesday 8am-1pm (5 hours)
Thursday 10am-6pm (8 hours)
26 hours per week with some flexibility
The starting wage for this position is $20.00. Benefits include Aflac, lead generation bonuses, coffee stipend, regular team lunches, fitness membership reimbursements, some paid training, and more.
Our ideal candidate is looking for a position with long term growth and opportunity. We are looking for someone to grow with us, show up every day committed with a drive to succeed. Please do not apply if you’ve had attendance issues or simply looking for a “job”. Our office has won many awards for being The Best of Pierce County and we are looking to add another amazing team member.
Primary Role: The primary goal of this position is to support the owner in sales and office operations. Responsibilities include: managing client interaction electronically, in-person and over-the-phone. Oversee proper processing and data entry of insurance applications, work with insurance carriers on billing issues, account set up and client requests, work with sales staff on advertising and marketing efforts, streamline lead generation activities, assist with all aspects of seminars (as needed) including set up, structure, and break-down, managing client interaction and interfacing CRM (client relationship management database), mange day-to-day operations of the office.
This position comes with an enormous amount of growth opportunity. Life and Health license required within 90 days of employment.
Complete Job Description:
Greet and welcome clients to the office
Schedule, reschedule, and cancel sales appointments as needed
Enter new insurance applications into the customer database ensuring data is accurate and up-to-date.
Resolve client concerns or complaints from insurance carriers immediately.
Call and document all customer related communication.
Follow office procedures for client death claim processing, address changes, re-ordering insurance cards, etc.
Manage Medicare lead campaigns to include calling, mailing, and emailing potential prospects
Follow strict compliance regulations and protocols with the ability to adapt to annual regulatory and industry changes
The ability to discuss confidential information in-person and over-the-phone with tact and professionalism.
Work with insurance companies to resolve client benefit questions and billing issues
Track and follow up on pending insurance applications to include scheduling exams, ordering medical records, writing suitability cover letters, managing asset transfer schedules
Work with owner to maintain state licensing requirements, business insurance, and other certifications
Must work well with current sales and office staff which includes consistent positivity and constructive communication skills.
Help us grow and thrive by suggesting ideas for process improvement, marketing, and branding
General office duties to include:
a. Answering phones and returning voicemails
b. Data-entry and database management
c. Filing, organizing, and maintaining marketing materials
d. Basic office operational duties such as: managing agency calendar, ordering supplies, pay utilities, maintain office files and organizations, etc.
Requirements:
Great customer service experience with the ability to relate to retirees and the elderly population
Must have professional appearance and adhere to office dress code
Must always operate with integrity and honesty
Life and Health license required within 90 days of employment.
Excellent phone voice with the ability to simplify complex situations
Must work with a sense of urgency and initiative
Microsoft Office Proficiency and quick learner
High school and some college experience
Must communicate slowly and clearly with patience
Must live within 10-15 miles of Tacoma, WA zip code 98409
Preferred Experience (but not required):
Some familiarity with insurance including co-pays, deductibles, coinsurance, etc.
Some background or knowledge of healthcare (billing, caregiving, other)
Creative and interested in small business marketing and social media
Bilingual and willing to become a certified translator
Work Environment:
In-office only. The position will require working alone with minimal supervision after training period.