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