Client Success Associate
: Job Details :

____________________________________Client Success Associate - Clearwater, FL____________________________________

About Us:Southern Guaranty Insurance Company, often referred to as SGIC, is a Property and Casualty (P&C) Carrier specializing in selling Accident and Health (A&H) Products. Established with a commitment to providing financial security and peace of mind to individuals and families, SGIC is proud to offer a diverse portfolio of Accident and Health (A&H) products. These products encompass Short Term Medical, Limited Medical, Ancillary, and Medical Supplement insurance solutions.

Our Home Office:Situated in the vibrant city of Clearwater, Florida, SGIC's home office serves as the heart of our operations.

Our Wellness Mission:At SGIC, our mission is clear and impactful: to protect the health and security of our policyholders. SGIC works to deliver peace of mind to American's needing financial risk abatement through affordable, innovative insurance products and services all while delivering a best-in-class digital experience.Financial Strength and Ratings:A.M. Best, a renowned rating agency, has assigned a Financial Strength Rating (FSR) of B++ (Good) and a Long-Term Issuer Credit Rating (Long-Term ICR) of “BBB” to Southern Guaranty Insurance Company. These ratings reflect our strong financial position and stability, further underscoring our commitment to providing dependable solutions to our policyholders.Join Us:If you're looking for a rewarding career in the health insurance industry with a company that values its employees and is dedicated to safeguarding the health and security of individuals and families, consider joining the Southern Guaranty Insurance Company team. Together, we can continue to provide essential health insurance coverage and peace of mind to our policyholders.

Summary: We seek a highly skilled and experienced Client Relations/Sales Agent Associate - Oversight - to manage and support all sales agents in areas related to enrollment, compliance, and managing client complaints. This position requires an individual with a comprehensive understanding of accident and health insurance, along with exceptional customer service experience. The ideal candidate will possess a strong attention to detail, problem-solving skills, and the ability to work effectively with multiple teams to ensure seamless client experiences and compliance

Essential Duties and Responsibilities: • Enrollment Oversight:Assist sales agents with any questions they have in the client enrollment process to ensure accurate and timely submissions. Ensure all required documentation and forms are complete and compliant with industry standards.

• Compliance Monitoring & Reporting:Ensure compliance with all relevant regulations and industry standards. Track, review, and report on compliance metrics. Proactively address any compliance issues identified in client or internal audits.

• Client Complaints Management:Act as the main point of contact for handling and resolving sales agents' complaints related to enrollment, commissions, and other service issues. Collaborate with sales agents and other departments to provide timely resolutions.

• Sales Agent Support & Training:Provide ongoing support and guidance to sales agents, ensuring they are well-informed about the enrollment process, regulatory changes, and best practices.

• Collaboration & Communication:Foster effective communication among sales agents to institute this role as their contact for specific concerns or issues.

• Reporting & Documentation:Maintain accurate records of sales agents' interactions, complaints, and resolutions. Using data analysis, generating reports to identify trends and improve the support process. Reporting would include pre-authorization requests to determine any issues. Assist with creating SOP's. Other Responsibilities:

• Adheres to the policies and procedures of Company
• Maintains strict confidentiality of client, company and personnel information
• Demonstrates a strong commitment to the mission and values of the organization
• Adheres to company attendance standards
• Performs other duties as assigned

Supervisory Responsibilities: None

____________________________________Client Success Associate - Clearwater, FL____________________________________

Competencies:

• Strong organizational and motivational skills
• Strong interpersonal skills, able to work collaboratively with diverse teams.
• High level of professionalism and discretion when handling sensitive client information.
• Ability to work in a fast-paced environment and adapt to changing priorities.
• Adaptability; willing to learn and pitch in as needed in a team environment.
• Excellent written and verbal communication skills
• Detail oriented with a commitment to accuracy
• High level of reasoning and analytical skills
• Problem solving skills to effectively address client concerns and identify process improvements.

Qualifications:

• In-depth knowledge of compliance regulations in the insurance and healthcare sectors.
• Strongly preferred - Minimum of 2 years of experience in the accident and health insurance field or minimum of 2 years of experience in medical insurance, healthcare, or medical claims.
• Experience in full enrollment processes including submission, verification, and compliance.
• Proven track record in customer service, handling client inquiries, complaints, and providing solutions.
• Data creation and interpretation experience to identify problems.

Education and/or Experience:

• Bachelor's degree or equivalent experience in business, healthcare, insurance, or related field.

Computer Skills:

• Above average skill using software programs including Microsoft Office Suite, and enrollment and billing software.

Environmental Factors/Physical Demands:

Work is performed in an office. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication; access, input and retrieve information from the computer system; enter alpha-numeric data into a computerized system often while listening on the telephone. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to bending, reaching, kneeling, stooping and lifting up to thirty (30) pounds.

____________________________________Client Success Associate - Clearwater, FL____________________________________

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