CAREERS

Customer Service Representative Job Description

EMPLOYMENT STATUS: Full-time

HOURLY PAY: $17-$20.

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you. We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people that add value to the company as a whole. Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community. We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey. For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner. We believe our team of ART Risk professionals are the core of doing just that.

Specific Duties and Responsibilities:

• Maintain database of clients and keep detailed and ongoing records of each client
• Tracking via CRM of clients: policies, payments, claims, change in information
• Receive, process, and follow-up on insurance policies – this may include payments, needed documents, grievances, applications
• Maintain open communication with clientele
• Work with over 150 different clients
• Work collaboratively with agents, claims, and billing to ensure transparency between departments and clients
• Phone calls to insurance companies, clients, and provider offices when necessary
• Perform other related duties as assigned for the purpose of ensuring the efficient and effective functioning of the work unit
• File paperwork and maintains organization of files
• Maintain a neat work area, professional appearance, and personal conduct at all times

Minimum Qualifications:

• Customer Service Work Experience: 4 years (required)
• Associates Degree accepted, Bachelor’s Degree preferred
• At least 5 years’ experience in an office environment
• Data entry: 2 year (preferred)
• High Proficiency in MS Office, Word, Excel, and Outlook; ability to operate standard office equipment
• Strong administrative writing skills and excellent verbal communication skills are essential
• The ability to work independently and carry out assignments to completion within the parameters of instructions given, prescribed routines, and in accordance with provided Standard Operating Procedures
• Capable of effectively managing time with assigned tasks and the ability to multitask and prioritize according to deadlines and information provided by Team Lead or other personnel
• Prioritize workload: maintain a flexible attitude to switch prioritization when necessary or directed by Team Lead
• A desire to work as an effective team member: communicating effectively with Team Lead when issues arise, and further guidance is needed

Performance Expectations: (List not all inclusive)

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Organizing and prioritizing workload: maintaining a flexible attitude to switch prioritization throughout the day or week when necessary or directed by Team Lead.
• Ability to be resourceful and proactive when issues arise; takes initiative to effectively problem solve and provide value to fellow team members and clients.
• Actively participating with a positive attitude on daily tasks, special projects, and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from it, and self-correcting.
• A service-oriented attitude: we serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Using critical thinking, analysis and problem-solving skills to reconcile billing issues for clients.
• Accurately completing basic math to record, balance, and check results for accuracy.
• Working individually and as a team for the purpose of collaborating and completing projects.
• Completing all daily tasks with extended periods of time viewing a computer monitor and operating a keyboard.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday
• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Insurance Agent Job Description

EMPLOYMENT STATUS: Full-time

HOURLY: $19-$23

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you.  We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people that add value to the company as a whole.  Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community.  We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey.  Our driving force is to protect the financial risk of clients going through the infertility process rather than as a sales driven company.  For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner.  We believe our team of ART Risk professionals are the core of doing just that.

Qualifications:  

Education:

• Associates Degree or Equivalent (Required); Bachelor's Degree (Preferred)

Experience:

• Agent experience, 2 years (required)
• At least 4 years’ experience in an office environment
• 4 years customer service experience

Licenses:

• Health and Life Licensing (required)
• P and C licensing (required)

Skills and Abilities:

• High Proficiency in MS Office, Word, Excel, PowerPoint, Outlook, Google Docs, and Customer Relationship Management software (CRM) and operating standard office equipment
• Strong willingness to handle complexity and learn a broad variety of skills and job functions
• Excellent interpersonal, teamwork, and communication skills, including the ability to effectively and efficiently communicate with ART Risk team members and clients
• Ability to work in a fast-paced environment with competing priorities and deadlines
• Strong administrative writing skills and excellent verbal communication skills are essential
• The ability to work independently and carry out assignments to completion within the parameters of instructions given, prescribed routines, and in accordance with provided Standard Operating Procedures
• Capable of effectively managing time with assigned tasks and while also multi-tasking and prioritizing according to deadlines and information provided by Team Lead or other personnel
• Maintain a flexible attitude to switch prioritization when necessary or directed by Team Lead

Specific Duties and Responsibilities:

To Ensure Successful Processes-

• Study and learn the products and services from ART Risk’s product portfolio.
• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.
• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provide continuing service by providing necessary forms; processing changes.
• Communication with policyholders to deliver and explain policy, analyze insurance program, and suggest additions or changes, or to change beneficiaries.
• Customize insurance programs to suit individual clients, often covering a variety of open risks.
• Contact underwriter, and submit forms to obtain binder coverage.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Work with our claims management team to monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals/changes.

To Ensure and Build Client Relationships-

• Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to the team and company.
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Participate in developing marketing strategies to compete with other individuals or companies who sell insurance.
• Meet by phone appointment with agencies and attorneys routinely to build a trusted, client partnership.  Ask pertinent questions about how ART Risk can best be of service to them as well as their expectations of our role with their company/clients.
• Schedule phone appointments with individual clients and provide them with an overview of ART Risk offerings based on their specific needs.  Build trust with every interaction by listening to their needs while showing empathy and kindness.

Occasionally- (approximately 3 times per year)

• Schedule must allow travel to conferences, which includes overnight travel

PERFORMANCE EXPECTATIONS: (List not all inclusive)

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Forming and nurturing authentic client relationships with a service-oriented attitude.  We serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Prioritizing workload: maintaining a flexible attitude to switch prioritization when necessary or directed by Team Lead.
• Taking initiative to effectively problem solve and provide value to fellow team members and clients while being resourceful and proactive when issues arise.
• Actively participating as a team member with a positive attitude on daily tasks, special projects, and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from the information provided to you, and self-correcting.
• Accurately completing basic math to record, balance, and check results for accuracy.
• Organizing and prioritizing own work; reprioritizing continuously throughout the day or week as needed with known deadlines.

Benefits:  (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

 Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Receptionist / Administrative Assistant Job Description

EMPLOYMENT STATUS:Full-time or Part-time

HOURLY:$16-$19

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you.  We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams, and developing people that add value to the company as a whole.  Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community.  We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey.  For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner.  We believe our team of ART Risk professionals are the core of doing just that.

Specific Duties and Responsibilities:

Receptionist-

• Answers incoming telephone calls in a clear and professional manner.
• Directs callers to appropriate team members, directs them to a voicemail box, or takes message and ensures it is given to appropriate person.
• Provides clients with appropriate product information in a timely manner.
• Greets clients or visitors when they arrive at office and directs them to other personnel to fulfill their needs.
• Ensures that a friendly, kind and attentive approach is being practiced with an environment that projects a professional, polished, and service oriented image to all clients.
• Keeps lobby area clean, and presentable at all times.
• Assists with basic troubleshooting of office equipment when needed; communicates with vendors when repair appointments are necessary.
• Processes incoming/outgoing mail and faxes, including mail that has to be retrieved from carrier websites.

Administrative Assistant-

• Works with multiple departments for data collection, filing, processing of applications, and general support
• Provides basic and accurate information via phone/email
• Provides clients with appropriate product information in a timely manner
• Updates calendars and schedule meetings
• Communicates with insurance carriers
• Collects appropriate documents and ensures their completeness
• Communicates with all staff and clients in a timely manner

Minimum Qualifications:

• Associates degree preferred, or high school diploma with additional certification in Office Management
• Customer service or Administration work experience (or similar role): 2 years
• Data entry: 2 year (preferred)
• High Proficiency in (Windows, Microsoft Office, Google Docs)
• Hands-on experience with office equipment (fax machines, printers, phone systems)
• Excellent written and verbal communication skills
• Professional attitude and appearance
• Able to effectively manage time with assigned tasks and the ability to multitask and prioritize according to deadlines and information provided by Team Lead or other personnel

Minimum Performance Expectations:

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Prioritizing workload: sustaining a flexible attitude to switch prioritization when necessary or directed by Team Lead.
• Being resourceful and proactive when issues arise; taking initiative to effectively problem solve and provide value to fellow team members and clients while also streamlining office operations.
• Actively participating with a positive attitude on daily tasks, special projects and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from it, and self-correcting.
• A service-oriented attitude: we serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Working individually and as a team for the purpose of collaborating and completing projects.
• Completing all daily tasks with extended periods of time viewing a computer monitor and operating a keyboard.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday
• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply