Insurance Specialists Group – Hailey, Idaho

Position Title: Full Time Office Admin

Salary: Depending on Experience

Benefits Eligibility: Eligible for Health/Dental/Vision/Disability/ Life insurance

Manager / Supervisor: Michelle Sandoz/Emily Schow

Position Summary:
The position provides key support functions to the Owner and Agency Manager. These include, but are not limited to, delivering high-level customer service and administering office processes. The primary objective of this role is to effectively assist the Agency Manager and Owner with implementing daily administrative duties, carry out ongoing projects and agency marketing. Must have excellent computer skills.

Primary Duties and Responsibilities: All training provided

Project Coordination and Management:
1. Ongoing & Special Projects:
A) Lead Generation: Organize and complete agency letters for clients. Create CRM workflows to improve agency efficiency. Support new agent contracting and onboarding process and recruiting agents. Implement marketing campaigns in conjunction with completing mailings, lead generations, event/seminar planning, and coordinating marketing seminars, and create and implement social media marketing content (including proactively managing the Facebook account).

Office Administration:

1. Customer Care:
A) Provide consistent high-level customer service to internal and external clients. This includes greeting customers in-office, answering phones, and responding to emails in a professional and timely manner.
B) Assist clients to learn and understand the step-by-step process required to apply for an advanced premium tax credit with the Idaho Department of Health & Welfare, resulting in their enrollment in an insurance plan on the state-based exchange with Your Health Idaho.

2. Office Operations:
A) Scheduling and calendar management supporting agency requirements, collaborating on quarterly newsletters, and implementing outreach education letters and media/video to clients.
B) Handling customer flow and office organization daily, and during the peak season of annual enrollment October through December.

3. Enrollment Processing:
A) Learn unique interface for each insurance carrier portal and products offered.
Process and review insurance documentation and ensure all client applications are approved. Follow intake enrollment procedures, meet deadlines by efficiently processing enrollments and time-sensitive documents to ensure compliance requirements are met.

Key Behavioral Characteristics:

1. Caring, Conscientious, Disciplined, Organized, Detail Oriented
2. Problem Solver and Task Accomplisher with a Strong Ability to Evaluate and Prioritize
3. Proactive, Self-Motivated and Self-Directed, High Energy, Ability to Multitask
4. People Oriented, Cooperative, Good Listener
5. Flexibility and Adaptability
6. Strong Work Ethic
7. High Standards
8. Honesty and Integrity

Limitations and Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions, and to perform other job-related duties requested by their supervisor in compliance with Federal, State and Local laws.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative Experience: 1 year (Preferred)

Work Location: One location

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