Customer Service Representative (Part-time)

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Job summary:
Insurance Options of the Carolinas, Inc. is a local insurance agency currently seeking a part-time customer service representative for 20 hours a week. The office is located near Cotswold Shopping Center. The ideal candidate would provide an exceptional customer service experience to internal and external customers. This position is for a highly organized, detail-oriented professional who can prioritize, multitask in a fast-paced work environment, and likes paperwork. This individual should be comfortable working alone and in a team setting.

This is an in-office only, Monday through Friday position. No evenings or weekends and no remote work.

Duties and responsibilities:
• Maintains customer database
• Responsible for sending out rate quotes to clients
• Answer 20+ emails a day
• Preparation of all internal and external reports, spreadsheets, analyzing/entering data and identifying solutions
• Provides information to clients by answering questions and requests
• Maintains professional and technical knowledge by reviewing professional publications and continuing education
• Completing client applications and submitting applications for clients
• Daily follow-up on each application’s status. Average 50+ applications a month
• Send emails to keep clients updated on status
• Responsible for all Medicare D and Medicare Advantage Rx reviews. 800+ reviews at year-end. 1000+ a year
• Sending thank you notes on a timely basis, within 10 days of application approval. Average 300+ a year
• Updating group benefit spreadsheets in Excel
• Updating group benefit booklets for distribution to group clients

• Prior insurance experience is a plus but not required. A minimum of a high school diploma is required
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Office and Publisher)

• Exceptional reporting skills, excellent verbal and written communication skills, managing complicated processes, problem-solving, and good math skills are a must
• Dependable, high-productivity, strong work ethic, time management, positive attitude, attention to detail and ability to thrive in a fast-paced environment

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