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Team Lead, NB

Company: Integrity Marketing Group
Location: Clearwater
Posted on: November 22, 2021

Job Description:

ABOUT INSURANCE ADMINISTRATIVE SOLUTIONSInsurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry. We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations. With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results. Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel.JOB SUMMARY: Leadership duties as required. Process applications submitted by agents for Medicare Supplement Insurance. in a professional, patient, honest, confidential, and efficient manner. In addition, can perform Underwriting, Underwriting Support, Phone Interview, New Business and Issue duties. Provide support for each Department. Exhibits self-direction and proactive problem solving. ESSENTIAL DUTIES & RESPONSIBILITIES (other duties may be assigned as necessary):

  • Must be able to work your scheduled shift and if needed, rotate schedules with other employees for proper departmental staffing needs, work overtime if needed and (including mandatory AEP overtime and a supervisor schedule).
  • Able to assist with overseeing employees to be sure all weekly and monthly schedules are met.
  • Responsible for compiling and submitting department information to the supervisor for bimonthly and annual evaluations.
  • Assist in interviewing prospective new employees.
  • Demonstrate excellent written and verbal communication skills for varying levels within the organization.
  • Ordering supplies as necessary.
  • Able to assist with reviewing attendance weekly, make adjustments, provide approval and identify and address any issues.
  • Able to assist with logging of audits.
  • Able to assist with training and developing others in the department.
  • Able to assist with weekly staff meetings.
  • Handle escalated phone calls to and from applicant(s) or agent(s).
  • Participate in disciplinary actions (when necessary).
  • Using the main frame computer system, log applications using automated log/proposal program, ensuring that agent is appointed in the state where the application was written, application was signed by both the agent and applicant, and the correct state-approved application and required miscellaneous forms are submitted and complete.
  • Calculate modal premium due, noting any shortage or overage, and prepare and balance CWA Input Form.
  • Using the main frame computer system input CWA into the CWA database, when applicable.
  • Make out going calls to agents or applicants to verify information that is left blank or unclear on the application.
  • Complete telephone interviews with applicants when necessary.
  • Learn and understand the differences between Federal and State Open Enrollment, Guarantee Issue and Standard applications.OTHER FUNCTIONS:
    • As needed, miscellaneous duties and leadership responsibilities as assigned by the supervisor and management.
    • Accept, promote, and help facilitate change. QUALIFICATIONS/SKILLS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Must be a team player, also multi-tasked, organized, and work efficiently. Exhibit self direction and proactive problem solving. Uses tact when expressing ideas or opinions to respond to objections successfully. Facilitation skills are preferred. Work in a timely manner to meet deadlines, while maintaining a high level of accuracy and quality. Calculate figures and amounts, with and without use of an adding machine. Must be able to type at least 40 wpm. Must have knowledge of Microsoft Word, Microsoft Outlook (email), and other computer systems. Honesty, as well as respect, for the company and its policies & procedures is crucial. Help lead employees in a fair, consistent, efficient manner and maintain confidentiality when necessary. EDUCATION and/or EXPERIENCE REQUIRED: Six months to one year related experience, or minimum one-year experience in an advanced clerical position using independent judgement.Benefits:
      • Medical/Dental/Vision Benefits first of the month after hire date
      • 401(k) Company matching and contributions are immediately vested
      • 15 days PTO after 90 days
      • Referral program
      • 11 Paid Holidays
      • Employee Assistance Program
      • Tuition ReimbursementSchedule:
        • Monday to Friday
        • 37 hour work weekIntegrity Marketing Group and IAS are equal opportunity employers.

Keywords: Integrity Marketing Group, Clearwater , Team Lead, NB, Other , Clearwater, Florida

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