The Word & Brown Companies ยท 1 day ago
Customer Service Representative II (1309)
Orange, CA
Full-time
Hybrid
New Grad, Entry LevelThe Word & Brown Companies is seeking a Customer Service Representative II to assist the Team Lead and Supervisor with various projects and duties. The role involves handling customer calls, maintaining broker records, and processing various broker-related tasks.
ConsultingEmployee BenefitsHealth InsuranceInsurance
Responsibilities
Setting up and maintaining all broker records for W&B Companies
Handle incoming queue calls from customers
Broker licensing - Review, Pending, and Processing
Quality control of broker profiles at group inception
Banking website research, check voiding, and re-issue requests
Set up and maintenance of all direct deposit information
Submitting check requests to A/P for reissue of payments via SharePoint site
Processing Broker of Record changes
Reviewing and processing incoming Broker Levies
Monitor Negative Broker Commissions & Open credit balances
Monthly reporting, held commissions, expired licenses, missing information, and 542 processing
Month-end Choice Builder commission processing
Process vendor adds and changes for all W&B companies
Monitor department email box and SharePoint site daily
Processing returned mail for all W&B Companies
Document Scanning
Escheatment for all W&B Companies
Commission research based on broker requests
On-site or remote regular attendance and punctuality are essential functions of the job
Performs other business tasks or functions as assigned
Qualification
Required
Outstanding focus and customer service skills
Maintain HIPAA Compliance
Excellent Phone mannerisms
Ability to multitask; switching from one database to another, answering phones, while inputting sensitive information
High School Diploma or equivalent required
Company
The Word & Brown Companies
The Word & Brown Companies provides health insurance solutions to individuals and families.
Founded in 1985
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ofelia H.
Executive Assistant to the CFO
Recent News
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