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Compass Insurance Advisors

Agent Assistant

Entry-Level JobVerifiedNo experience needed
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Entry-Level Job
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No experience needed
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Job Description

Agent Assistant Compass Insurance Advisors - 4.4 Draper, UT Job Details Full-time $18 - $20 an hour 4 hours ago Qualifications Computer literacy Insurance Producer License Data entry Phone etiquette Insurance sales Full Job Description Compass Insurance Advisors - We specialize in helping Individuals, Families, Self-Employed, and Businesses get the BEST solutions possible with Health, Life, Supplemental, Medicare, and Retirement. We are looking to hire a full-time administrative assistant who will focus on assisting health insurance agents to our team!
Basic Duties:
  • Call leads and schedule appointments
  • Conduct fact finding with new prospects
  • Send emails and messages to prospects and clients
  • Enter notes into CRM
  • Submit applications for coverage and file coverage documents
  • Submit appeals and claims when necessary
  • Client servicing - such as retrieving id cards, emailing policy details, etc.
  • Reconcile commission statements
  • Work with contracting department to request and complete requirements for new carrier appointments
  • Coordinating with multiple agents and client bases
  • Accurately track time spent on each activity
  • Weekly check in meetings with agents and managers
Qualifications:
  • Ability to multitask
  • Basic technology skill set - browser navigation, data entry, folder management, etc.
  • Ethical and trustworthiness are essential
  • Phone skills
  • Ability to work on a team and self-manage time
  • Previous administrative or health insurance experience preferred but not required
  • Utah health insurance license - we will help you to obtain it if not currently held. Not a requirement for initial hiring
  • Great communication skills This position will offer:
  • Detailed one-on-one training on daily activities
  • Monthly "BestYou" Reimbursement Program
  • Great staff and work environment
  • Potential for immediate and future growth Work with a great company that is one of the fastest growing companies in Utah!
Job Type:
Full-time Pay:
$18.00 - $20.00 per hour
Work Location:
In person