Filing all apps according to Member Last Name, Member First Name. File in the appropriate carrier filing cabinet
Maintain current (3 months) APPS in the Enrollment stackable sales organizer & file old apps as per #11
Organize supply closet and write down missing carrier materials (Enrollment kits, SOBs, etc.)
Create organized broker Files (Digital & Print).
a.Contact Info
b.State License
c.E&O
d.AHIP
Copy and paste of LHA producers with active licenses.
Copy and Paste individual contact information into a spreadsheet by county.
Update two major spreadsheets that include:
a.Master Broker Appointments? - Input broker appointments processed by Sales operations coordinator and enter the information of the brokers? appointment & carrier for tracking purposes.
b.Master Enrollment Plan- Fax the enrollment to the correct carrier for enrollment submission.
Scan to files
Scan entire enrollment with fax confirmation and file in the Enrollments folder on the J/Drive under the appropriate Carrier>Year>Enrollment Effective date
Answering Main Line and taking messages while staff is away at meetings.
Skills Requirements:
Detail oriented
Able to function with or without supervision
Word, Excel, data entry, intermediate to adavance levels
able to use the internet, email, fax, copier and printer
Important Safety Tips: You should find out as much as you can about the company. Meet your prospective employers/employees face to face. You should NOT have to provide your bank account details. Stay safe - read our safety tips.
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