Employee Benefits Insurance CSR - HYBRID / REMOTE
Job Description
• 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.
o 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.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.