Eligibility Specialist

Make Business Benefits Group (BBG) your last career move. This is an amazing opportunity to join a rapidly growing agency, with great work/life balance and endless income opportunity for those that embody and embrace our Core Values. Our team members all contribute to the overall success of the agency, and the rewards are limitless. Join our fantastic team today!

Position Responsibilities:
The Eligibility Specialist is responsible for processing all client eligibility changes and ID card request in a timely and accurate manner. This position will also respond to request from clients and agency employees, update the client management portal, communicate effectively with clients and carrier representatives, attend team meetings, and provide exceptional customer service to maintain strong client relationships.

Desired skills, experience and position requirements:

• 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.

• Possess a strong customer service orientation and demonstrate a good understanding of insurance concepts.

• Navigate online portals efficiently to access and update client information.

• Communicate difficult carrier decisions to clients when necessary, and escalate issues to carrier representatives, when appropriate.

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.

  Required license or certification:

• Life & Health License or ability to obtain within 90 days of hire

Work Environment & Physical Demands
This position can be performed remotely, on a hybrid schedule, or full time in an office. The Data Entry Specialist operates within a professional work environment. The work environment is characterized by a collaborative and client-focused atmosphere, fostering teamwork and open communication. The work setting is equipped with modern technology and software necessary to perform job responsibilities effectively. The noise level for this position can range from low to moderate, depending on the specific work environment.
The Data Entry Specialist 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.
The Data Entry Specialist should be prepared to engage in a variety of activities that require physical effort and mobility:

• Sitting: A significant portion of the workday involves sitting at a desk while using a computer, handling paperwork, and communicating with clients and co-workers.
• Standing and Walking: If reporting to an office, some tasks, such as attending in person meetings, interacting with colleagues, and moving within the office space, may involve standing and walking.

• Typing and Writing: This position requires frequent typing, data entry, and documentation. Effective written communication is essential for drafting emails, reports, and client communications.

• Lifting and Carrying: If reporting to an office, the Data Entry Specialist may need to lift and carry files or documents, generally weighing up to 10 pounds.

• Telephone and Communication: This position involves significant telephone communication with clients, carriers, and team members, requiring clear and effective verbal communication.

• Visual and Auditory Abilities: The 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.

• Multitasking and Time Management: This position often involves managing multiple tasks simultaneously and prioritizing time effectively to meet client needs and deadlines.