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Position Details

  • Position: Customer Service
  • Employment Type: Full-Time
  • Location: Allentown PA

Ideal Concepts, Inc. is looking for a self-motivated individual to join our team to help support our thriving Health, Life, and Medicare Insurance business.

Our Customer Service/Case Managers work with our national agent sales force to support them through the post-sale process. Our Customer Service Representatives work with our agents, carrier partners and clients as a liaison that fosters easy and positive communication to problem-solve common and unique issues. 

Responsibilities and Duties

  • Support sales agents and customers via phone and email
  • Process Life Insurance applications sold by our remote Sales Agents
  • Coordinate communication steps with agents, clients, and insurance carrier partners throughout the post-sale process
  • Proactively resolve client, carrier partner and sales agent concerns
  • Coordinate underwriting requirements
  • Assist with submitting premium payments
  • Track Exchange enrollments
  • Schedule life insurance paramedical exam
  • Help clients with their coverage details, and resolve client and enrollment issues.
  • Remain knowledgeable of our unique products and procedures surrounding the insurance policy workflow
  • Maintain clear and accurate documentation, case notes and follow up information

 

Qualifications and Skills

  • Highly personable and accommodating
  • Skilled at research and problem solving
  • Proven ability to handle multiple levels of customer issues 
  • Strong comfort with internet/cloud-based applications 
  • Client relationship management and insurance experience a plus
  • Strong attention to detail with the ability to multi-task, prioritize, and manage time effectively
  • Impeccable verbal and written communication skills
  • High energy, patient and motivated


Benefits

  • Generous PTO policy
  • 8 paid pre-determined holidays
  • Employee 401k Plan
  • Fully covered health benefits (100% company contribution), including major medical, dental, vision, and life insurance
  • Technology-focused, fast-paced working environment
  • Professional team atmosphere with motivated, career-driven professionals as co-workers
  • Expansion and growth with one of the top health insurance marketing companies in the nation

 

 

Apply Now