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Insurance Assistant - Bi Lingual

Employer
American Carolina Insurance Marketplace
Location
Greenville, South Carolina
Salary
Based on Experience
Closing date
Jul 19, 2019

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Job Details

Reception work (Spanish and English calls)
• Answer Calls
• Transfer Calls
• Handle or return Obama Voicemails/calls
• Troubleshoot printer if jammed and/or call Office Copying Systems if not fixed
• Take applications during OEP
• Hand applications to next available agent
• Create Salesforce accounts for a prospect (scan in application and save to their account) Assist Walk-ins
• Make copies if they are dropping off missing documents or scan them to me
• Advise them on Marketplace questions
• Help with basic billing question or claims, Sometimes if too complex I get with Carina/Ashley
• Sign off Packages
• Handle any ‘return to sender’ mail and any mail in general (Stamp date on mail) Assist members on how to pay on their own via Phone, Online or by mail.
• Help create Toolkit account if needed
• Schedule Medicare appointment for Ashley
• Get the members prescriptions beforehand
• Advise them what to bring for the appointment
• Pull report from BASES of delinquents
• Call/text clients who are past due on their payments Office administration
• Send Fed Ex to Greenroad every Monday o Make copies of any mail received during the week o Stamp all received mail
o Set aside copies for Brian
 MetLife
 United
 Mutual
 Companion
• Mail Birthday cards to Group clients (keep Birthday calendar up to date and check every week)
• Reset postage meter o Call to do system updates
• Order supplies through Staples.com for the office o Check with agents if they need supplies o Send invoices to Greenroad for approval
• Restock all items needed in the office
• File New Appointments for ACI
o For out of state license o New carriers
• During OEP managed and assisted with marketing items and orders:
o Pens o Tote bags o Envelopes o Letters
o Help the team create new advertising ideas, also designs
Agent Work (helping both English and Spanish speakers)
• Quote & Enroll & Explain the process of:
o BCBS Short term Policies and explain the benefits o Medishare plans and explain the benefits o Ameritas Dental and Vision plans and explain benefits
o Or email the links of above carries to prospects for them to quote and enroll themselves
• Contact the Marketplace (after the member is contacted to gives authorization to do the following) o Fill out and submit Marketplace appeals via fax o Call Marketplace Appeal Center to follow up until it resolves o If the Appeal Center needs documents, contact member to get them o If the appeal is flagged “informal resolution” or don’t agree with resolution request a hearing
o If the Appeal Center cannot determine a resolution, they will contact me or member for a hearing
o Create an HC.Gov account if an application doesn’t go through Health Sherpa o Create an Escalation with the Marketplace if there is an error with the application o Contact and Follow up with Marketplace regarding Escalation o Get Case ID number/HEX Number also follow up with BCBS until complete o Answer a questions BCBS may have regarding Escalation
• Provide member with tobacco appeal form and explain process o If a member submits a form, send to BCBS via email or fax o Follow up with it and make sure billing is adjusted
• Before helping with medical claims, have members sign HIPAA Forms o Sent to BCBS via fax or email o Review claim member sends to our office o Contact BCBS regarding a claim or to check benefits are active o If needed contact provider’s office to verify information o Call Pharmacy to see why medication isn’t going through
o Contact BCBS regarding Pharmacy claim or benefits; may get transferred to Caremark
o Help member file RX reimbursements if needed
• Pull 1095a forms via Health Sherpa o Print form for member to
 Pick up at the office
 Mail it to member
 Fax it
 Email it
• Upload Missing documents that member sends us o Review documents submitted o Save to sever
o Uploaded it to their Salesforce account and notated it
o Add member (if not already on list of Uploads) and fill out selections o Added member to list to make sure to recheck and it clears in system o Review income to make sure it matches to application if NOT then type a letter explaining WHY it does not match.
• Check missing documents list o If member lost Tax credit run through an application making no changes, if still not fixed rewrite it
• During OE
o Help enrolled new clients and or renewed existing client’s policies o Meet with some clients if agents are too busy
• Assist with any ACI projects
• Help with Group task o Print CD labels and put on CDs o Put CD in sleeve o Mail via Fed-ex or UPS
o Pick up booklets from a printing company
o Help agent with printing, organizing, and stapling enrollment forms o Stuff packets
• Minor help SEPs who call in even though we are not writing them into a plan I still assist in quoting them and tell them to contact BCBS.

Company

Since 1973, American Carolina Insurance has provided personal insurance services to businesses and individuals. Our staff is friendly, knowledgeable, experienced and dedicated to our clients. We consider ourselves your advocate, and use our knowledge and broad market access to custom tailor your policies to your insurance and financial needs. We deal with over 100 insurance providers, ensuring you an excellent choice of benefits at a cost within your budget. We are passionate about helping people put together the insurance policies that will provide them, their families and their employees with financial, medical and retirement security.

Company Overview 
With 200+ years of experience, our representatives of American Carolina Insurance have provided personal insurance services to businesses and individuals. American Carolina Insurance is a full-service insurance and benefits agency that researches and delivers cost-effective, high quality insurance options that provide excellent benefits for your employees and family including group and individual medical plans, dental plans, pension plans, life insurance plans, disability insurance, and more. We represent over 100 insurance providers, allowing us to customizing your policies for the greatest benefit and cost-effectiveness. We use our expert knowledge of the insurance industry to bring your employees and family insurance benefits tailored to their unique profile. And we are available in person throughout your policy years to answer your insurance policy questions and handle any problems.

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