Job Opportunities in United States
November 5, 2024
Messer Financial Group
Charlotte
FULL TIME
Client Services Agent
The Client Services Agent (CSA) will be responsible for working directly with Health Plan Freedom’s clients to collect the critical information necessary for our Agent center to qualify and if appropriate, enroll them in an ACA plan. The CSA will be responsible for working with our partners to provide guidance and coordination on optimizing the impact of our service model. The CSA will work collaboratively with the Agent Center leadership to ensure we are maximizing value we provide to our clients. This is an entry level with growth potential.
Responsibilities
Compensation and Benefits
Financial – hourly pay, with an annual target salary of $49,920 – $54,080, based on skill and experience, which includes a profit-sharing target of 10% of total compensation. Profit sharing is based upon the company’s financial performance and individual contribution to company success.
Competitive benefits package – Health and life insurance, dental, vision, critical illness, short and long-term disability, 401(k) with generous employer contribution of 8% of total compensation (3% Safe Harbor, and 5% profit sharing), and other ancillary insurance products. First-year employees receive approximately 30 paid days off, which includes holidays, PTO, and sick time. Our office is professional, comfortable, and pet-friendly!
Since 2014, MESSER Financial Group has been ranked #1 by The Charlotte Business Journal as the area’s largest Independent Insurance Brokerage. If you want to be part of a successful and growing company known for its commitment to its agents and employees, this could be the place for you.
Candidates for this position must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
Job Type: Full-time
Pay: $49,920.00 - $54,080.00 per year
Benefits:
Responsibilities
- Engage in-person with our clients and facilitate the data collection process to maximize the quality of our qualification and enrollment process.
- Unwavering commitment to delivering world-class customer service.
- Manage the client experience for our clients, including supporting our external agent partners.
- Work with our partners and their staff to ensure we are consistently meeting their needs.
- Provide timely responses to client service inquiries within 48 hours of receipt.
- Coordinate with the HPF leadership team to ensure we prioritize resources and initiatives to meet critical client deliverables.
- Establish relationships and work collaboratively with our internal agents to meet critical business needs.
- Identify, evaluate, and recommend solutions for clients.
- Ensure HPF leadership is made aware of any critical service issues to be addressed.
- Ability to enter data collected into our technology platform.
- Must live in Orlando, FL, and have reliable transportation.
- Other duties, as assigned by manager.
- Current ACA License for Florida.
- Ability to comprehend, articulate, and educate clients on a variety of healthcare options while collecting the necessary information to qualify and, if appropriate, enroll them in ACA coverage.
- Ability to work independently with minimal supervision.
- Ability to adapt to a changing work environment.
- 1-2 Years of ACA Experience
- Bilingual – (Spanish) – verbal and written
Compensation and Benefits
Financial – hourly pay, with an annual target salary of $49,920 – $54,080, based on skill and experience, which includes a profit-sharing target of 10% of total compensation. Profit sharing is based upon the company’s financial performance and individual contribution to company success.
Competitive benefits package – Health and life insurance, dental, vision, critical illness, short and long-term disability, 401(k) with generous employer contribution of 8% of total compensation (3% Safe Harbor, and 5% profit sharing), and other ancillary insurance products. First-year employees receive approximately 30 paid days off, which includes holidays, PTO, and sick time. Our office is professional, comfortable, and pet-friendly!
Since 2014, MESSER Financial Group has been ranked #1 by The Charlotte Business Journal as the area’s largest Independent Insurance Brokerage. If you want to be part of a successful and growing company known for its commitment to its agents and employees, this could be the place for you.
Candidates for this position must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
Job Type: Full-time
Pay: $49,920.00 - $54,080.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
- Profit sharing
- 8 hour shift
- Monday to Friday
- Microsoft Office: 3 years (Required)
- Google Suite: 3 years (Required)
- Customer service: 2 years (Required)
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