Health Insurance Producer / Account Manager
Organization Name: Fredriksen Health Insurance
Website: www.fredhealthins.com
About Our Organization:We are the largest locally owned, family business based in Boise, Idaho that has been serving our great state since 1980. We specialize in employee benefit plans, individual health and life insurance, and Medicare supplements.
Reports To:Ownership
Job Location:5240 W. Fairview Ave. Boise, ID-83706
Hours/Week:40
Other Information:This position has a base salary with commission and bonuses. Employee should expect to make at $60k year to $120k per year plus benefits.
Benefits
- 401k – 3% match
- Dental Insurance
- Health Insurance
- Holidays
- Sick Leave
- Vacation
- Vision Insurance
Job Purpose
Manage current Fredriksen Health clients and advise and implement: Medicare Products, Employee Benefits Plans (i.e. Medical, Dental, Vision, Disability etc.), Individual Health and Life Insurance.
Tasks
Work with Fredriksen Health team, clients and prospects to effectively serve Idaho businessses and individuals with their health insurance and employee benefits needs. Task will include but not limited to in person and phone meetings, insurance carrier correspondence, industry meetings and trainings and employee benefit education forums and client advocacy and consultation.
Work Activities
- Microsoft Outlook – client and carrier correspondence
- Phone and In-person appointments with clients and prospective clients
- Processing insurance carrier document for current and new business
- Customer service and client problem solving
- Employee advocacy and consulting
- On-Going Education
Work Content
Physical Demands
the employee is occasionally walking;
use hands to finger, handle, or feel;
the employee is regularly sitting, talking and hearing
Lifts Weight or Exerts Force Work Environment
the employee is occasionally Up to 10 pounds;
Visions
Specific vision abilities required by this job include Close vision required
Education and Experience
Years of Experience - None Needed
Education - High School/G.E.D
License, Certificate Or Registration Health and Life Licenses Preferred but not required
Basic Skills
Understanding written sentences and paragraphs in work related documents.
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Talking to others to convey information effectively.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Communicating effectively in writing as appropriate for the needs of the audience.
Social Skills
Actively looking for ways to help people.
Being aware of others' reactions and understanding why they react as they do.
Adjusting actions in relation to others' actions.
Complex Problem Solving Skills
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
System Skills
- Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Resource Management Skills
Managing one's own time to complete task efficiently
Desktop Computer Skills
Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.
Using scroll bars, a mouse, and dialog boxes to work within the computer's operating system. Being able to access and switch between applications and files of interest. Using a computer application to create, manipulate, edit, and show virtual slide presentations.
Using scroll bars, a mouse, and dialog boxes to work within the computer's operating system. Being able to access and switch between applications and files of interest. Using a computer application to create, manipulate, edit, and show virtual slide presentations.
Using a computer application to create, manipulate, edit, and show virtual slide presentations.
Using a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.
Using a computer application to type text, insert pictures, format, edit, print, save, and retrieve word processing documents
Experience
Required
- Customer and Personal Service
- English Language
Preferred
Technology
- Customer relationship management CRM software
- Spreadsheet software
- Spreadsheet software
- Microsoft Excel
- Web page creation and editing software
- Word processing software
- Microsoft Word
- Word processing software