Insurance

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Perform and supervise larger, more complex assurance projects, including audits, reviews, and compilations
• Address complex accounting issues such as consolidations, deferred tax calculations, and going concern assessments
• Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures
• Train, supervise, and delegate work to associates and interns to foster efficiency and team growth
• Review workpapers prepared by associates/interns, provide constructive feedback, and ensure conclusions are appropriate
• Customize audit strategies based on identified risks and ensure audit issues are addressed during planning and performance
• Analyze financial statements and disclosures for errors or omissions
• Prepare client correspondence, perform internal control walkthroughs, and handle client inquiries
• Contribute to engagement budgets and monitor performance against budgets
• Communicate effectively with team members and clients to address audit-related issues and project statuses
• Participate in department-wide training and independent learning to maintain and expand technical knowledge
• Demonstrate strong time management skills to meet deadlines and prioritize multiple engagements
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Senior Assurance Associate

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
• Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Target Achievement: Meet or exceed business development goals.

Insurance Agent – Training

• Develop and achieve maximum sales volume consistent with Hub Goals
• Identify, qualify, develop and round out new prospects and existing clients
• Respond effectively to company generated leads with rounding out all lines of coverage
• Design insurance plans and recommend coverage to clients
• Collaborate with HUB Producers to cross-sell lines of business – commercial, personal, life and small group employee benefits
• Prepare and present proposals to prospects and clients & close the sale
• Establish and implement automated service with clients and service staff with service handoff mentality
• Maintain production reports and attend sales meetings as required
• Actively promote agency goals and objectives in the industry and community
• Assist service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
• Develop a book of business that is profitable for both Hub and carriers
• Keep informed of industry and market developments
• Assist in collecting money, arranging satisfactory financing or canceling coverage
• Assist in client facing renewal activity on as needed basis in the ISG agency book of business

Insurance Solutions Specialist

• Assist Financial Advisors with the sale of Term Insurance through Covr’s insurance platform
• Answer calls from Financial Advisors to assist with questions on term insurance products
• Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts
• Refer advisors to our Regional Insurance Consultants for permanent sales opportunities
• Work in partnership with Regional Insurance Consultant to grow insurance sales
• Perform demos of our insurance platform over zoom
• Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform
• Communicate benefits and features of various insurance products based on client needs
• Perform other duties and projects as assigned

Internal Wholesaler – Life Insurance

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Transforming data into decision‑ready insights to drive business performance
• Performing complex analyses to inform data‑driven decisions
• Identifying trends, evaluating performance, and developing recommendations
• Collaborating with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology

Insurance jobs in Idaho

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