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Customer Service Representative II (4432)
Word & Brown Insurance Administrators Inc
- Orange, CA
- 2 days ago
Highlights
Purpose of Position: Assist the Team Lead & Supervisor with various projects and duties as follows: Setting up and maintaining all broker records for W&B Companies. Ability to multitask; switching from one database to another, answering phones, while inputting sensitive information.
Numbers & Facts
| Location | Orange, CA |
| Industry | Insurance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1985 |
| Website | http://www.wbcompanies.com |
Description
Purpose of Position:
Assist the Team Lead & Supervisor with various projects and duties as follows:
- Setting up and maintaining all broker records for W&B Companies
- Handle incoming queue calls from customers
- Broker licensing - Review, Pending, and Processing
- Quality control of broker profiles at group inception
- Banking website research, check voiding, and re-issue requests
- Set up and maintenance of all direct deposit information
- Submitting check requests to A/P for reissue of payments via SharePoint site
- Processing Broker of Record changes
- Reviewing and processing incoming Broker Levies
- Monitor Negative Broker Commissions & Open credit balances.
- Monthly reporting, held commissions, expired licenses, missing information, and 542 processing
- Month-end Choice Builder commission processing
- Process vendor adds and changes for all W&B companies
- Monitor department email box and SharePoint site daily
- Processing returned mail for all W&B Companies
- Document Scanning
- Escheatment for all W&B Companies
- Commission research based on broker requests
- Special projects as assigned.
- On-site or remote regular attendance and punctuality are essential functions of the job.
- Perform other business tasks or functions as assigned.
Knowledge, Skills & Abilities Required:
- Outstanding focus and customer service skills
- Maintain HIPAA Compliance
- Excellent Phone mannerisms
- Ability to multitask; switching from one database to another, answering phones, while inputting sensitive information
- Must be an innovative self-starter who is detail-oriented with excellent analytical skills.
- Strong oral and written communication skills
- High-volume computerized systems experience is preferred. Must have basic PC skills, including Excel and Word.
- 2+ years in Customer Service/Call Center related field
- Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.
Educational Requirements:
- High School Diploma or equivalent required.
- Associate's degree
Physical Requirements:
Must be able to sit for extended periods of time and occasionally stand and walk. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 25 pounds occasionally.
Benefits
Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Life Insurance, Military Leave, Paid Sick Days, Parking, Prescription Drug Coverage, Professional Development, 401K
About Company
The Word & Brown Companies were founded in 1985 by John M. Word III and Edward “Rusty” Brown, Jr., with the launch of the Word & Brown General Agency (Word & Brown Insurance Administrators, Inc.) – and a commitment to providing superior service, innovative technology and sought-after products and services.
We've spent more than 30 years connecting businesses to industry-leading solutions in every area of health insurance and employee benefits. Through down-to-earth, personalized service, we've built a reputation for providing brokers, carriers, employers, individuals and families with access to the people, tools and technology to help them succeed. We call it providing “Service of Unequalled Excellence”.
The Word & Brown Companies include the:
- Word & Brown General Agency - California and Nevada's largest general agency focused on group, individual and family coverage
- CHOICE Administrators - the nation’s leading developer and distributor of health insurance exchange programs
- California Rx Card and Nevada Drug Card - which offer card holders discounts of up to 75% on prescription drugs at more than 68,000 pharmacies from coast to coast.
We extend this same level of service to our most important assets - our employees.
Our broad array of benefits include:
- Medical, Dental, Vision and Chiropractic plans for you and your dependents
- Company-paid life insurance
- A variety of voluntary benefits, such as Long Term Disability, Short Term Disability, Long Term Care, Critical Illness, and others
- Retirement 401(k) plan with a 25% Company match
- Vacation, sick time, and a floating holiday
- Flexible spending account for unreimbursed medical, dependent care, and transportation expenses
- Educational assistance
- In-house training and development that support career advancement
- A wide variety of employee events and recognition programs
In addition to competitive salaries and the generous benefits listed above, we take pride in the friendly, family culture that sets our company apart from other corporations. We support personal and professional growth opportunities in a fun, friendly, and family environment. Our corporate campus is centrally located near Old Town Orange, close to shopping malls, parks, museums, and an eclectic choice of restaurants and cafes. We also employ individuals in locations across California and Nevada. Our emphasis is on hiring top-notch individuals to help us retain our #1 spot as the leading resource for brokers, carriers, businesses and individuals across the country. If you're interested in joining the Word & Brown Companies, we invite you to check out our Employment Opportunities and apply online!
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