About the Role

Office Clerk

Indianapolis, IN

Full Time

Certificate Holder Services

Mid Level

JOB SUMMARY
 

Internally, we refer to the Office Clerk as a Support Specialist.  The Support Specialist is a professional individual responsible for providing excellent service and support to insurance producers and customers. This individual will contribute to the achievement of the corporate goals relating to growth, profit, renewal retention, and provide superior service to our customers. Duties include but are not limited to providing superior customer service to our customers by processing email inquiries related to policy administration.  The inquiries include member enrollments, change requests, cancellations and sending electronic fulfillment kits according to established quality and turn-around-time expectations. This position will interface with the sales department, account services team, and producers regularly to communicate status and/or completion of tasks.

JOB DETAILS

• Location:  Indianapolis, IN

• Hybrid Schedule

• Mon-Fri 1st shift hours

PERKS

• Comprehensive Benefits package including Medical/RX/Dental/Vision Insurance

• 401k Plan with company match

• Paid Time Off and Company Paid Holidays

• On-Site Fitness Center

• Free Downtown Employee Parking

• Casual Dress Environment

• Tuition Reimbursement Plan 

DUTIES AND RESPONSIBILITIES

• Support customer and producer engagement by responding to inquiries, provide timely and effective solutions.

• Process Group and Individual coverage including new enrollments, renewals, policy reinstatement and changes.

• Process cancellations and terminations for group products, and refund premium, if applicable.

• Review error reports to make immediate corrections in the system and analyze the root cause with the support of IT to avoid future errors.

• Issue certificate of coverage/Prior Coverage/1094-95/Student certification letters upon request.

• Ensures the accuracy and completeness of insurance policies and applications – identifying missing information and alerting the appropriate parties.

• Read insurance policy documentation to understand coverage level, identify duplicate coverage, etc.

• Providing electronic fulfillment kits that contain designated insurance documents upon request.

• Work with the Premium Accounting team on transactions that impact premium, which may include creating an invoice and receipts, calculating premiums and inputting corrections in the system.

• Assist with questions around enrollments, renewals and plan information via phone or email.

• Provide support for the Mail Operations team.

• Maintain confidentiality and adhere to HIPAA regulations

• Other duties and projects as needed

QUALIFICATIONS

• High School Diploma or GED

• 1-2 years of experience in a data entry or related role

• Ability to read and understand multiple insurance program rules and procedures and act on the rules appropriately

• Attention to detail, with the ability to quickly learn new processes, procedures and systems

• Data entry skills with ability to enter data quickly and accurately

• Demonstrated proficiency with Microsoft Office (e.g. Excel, Word, and Outlook)

• Excellent interpersonal, verbal and written communication skills

PREFERRED SKILLS

• Previous work experience in healthcare or insurance operations

• Investigative nature who likes problem solving

• High attention to detail

• Self-motivated individual with proven ability to maintain positive attitude while working in a fast-paced environment and can work with minimal supervision

  • Ability to manage your time appropriately with impending priorities/escalations