Bilingual Claims Customer Service Representative

About Senior Benefit Services

Senior Benefit Services, an Integrity company, has been helping seniors access affordable healthcare since 1975. We represent over 50 top-rated life and health insurance companies. SBS Insurance Agents provide an essential service to our clients by assisting them in choosing the right insurance coverage for their needs. Our product catalog includes Medicare products, cancer care insurance, long & short-term care insurance, life insurance, and annuities. We serve clients across the nation.

Job Summary
Senior Benefit Services is seeking a dedicated and enthusiastic Bilingual Claims Customer Service Representative to join our fast-paced, hard-working team. This full-time, entry-level position plays a crucial role in delivering exceptional service to our agents and clients. The ideal candidate will thrive in a team-oriented environment while providing unparalleled customer support, ensuring client satisfaction, and managing administrative duties. Proficiency in English and conversational Spanish is essential for success in this role.

Primary Responsibilities:

Client Communication:  Answer incoming calls from clients and routing messages to the appropriate department or agent promptly and efficiently.
Client Support: Assist clients with any issues they encounter regarding their current coverage, providing solutions, and facilitating communication with the carriers and appropriate parties.

Prescription Support: Assist clients with prescription issues by coordinating calls with pharmacies and/or carriers to complete requests.

Policy Material Assistance: Order ID cards for clients as needed, request additional copies of clients’ policies, and ensuring accurate notation in our systems for tracking purposes.

CRM Updates: Maintain and update client addresses and demographic information in our CRM, ensuring accuracy and compliance with carrier requirements.

Voicemail Management: Return voicemail calls in a timely manner and addressing client requests or routing messages to the appropriate department or agent.

Documentation Filing: File carrier letters or notices in the CRM and inform the respective agent of any important communications received.

Reporting Assistance: Contribute to the completion of weekly reports and providing necessary data and insights as required.

Policy Transition Management: Confirm new applications are issued and send cancellation letters to client’s previous carrier when necessary. Must ensure that all actions are properly documented.

Bilingual: Spanish fluency required. Must have the ability to complete all tasks listed above in the Spanish language. 

Primary Skills & Requirements:

• High school diploma required.

• Proficiency in English and Spanish (verbal and some written).

• Knowledge of Microsoft Office programs (Outlook, Excel, Word) and the ability to navigate CRM systems.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.