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Insurance Specialist, Life & Health

Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
Insurance Specialist, Life & Health (Insurance Services): Supporting life and health insurance policy renewals, customer service, and client retention for an insurance agency with an accent on eligibility, open enrollment, qualifying events, and regulatory compliance. Focus on analyzing policyholder needs, processing renewals and policy changes, resolving service issues, and maintaining accurate client records.

Location: Kingwood, Texas, United States

Company

hirify.global provides scalable HR solutions that combine HR services and technology for businesses across the United States.

What you will do

  • Support life and health insurance policy renewals, client retention activities, and customer service requests.
  • Maintain knowledge of life and health products, eligibility rules, open enrollment, qualifying events, underwriting, rating, and compliance requirements.
  • Support large-group renewals by processing invoices, issuing ID cards, and managing client portal access.
  • Handle incoming service calls, process policy changes, analyze policyholder needs, and resolve or escalate service issues.
  • Maintain accurate account information in agency management systems and Salesforce, including customer contact and status updates.
  • Collaborate with internal Service and Sales teams, provide feedback on service trends, and generate business metrics reports.

Requirements

  • High school diploma or equivalent required; a related bachelor’s degree is preferred.
  • One to four years of related work experience.
  • Valid Insurance license for Life and Health Lines required.
  • Knowledge of insurance regulations and HIPAA compliance requirements.
  • Strong customer service, communication, problem-solving, organizational, analytical, and follow-through skills.
  • Proficiency in Microsoft Office, especially database programs, and ability to learn other applications.

Culture & Benefits

  • Flexible work arrangements are available for many hirify.global roles.
  • Continuous learning programs, mentorship, and ongoing training support career growth.
  • Benefits include paid time off, medical, dental and vision coverage, wellness support, and paid volunteer hours.
  • Inclusive workplace focused on diversity, belonging, client service, and community involvement.

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