Customer Service Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Willamette Valley Benefits, Inc. located in Milwaukie, OR and in business since 2006, is an independent health insurance agency. We specialize in assisting people with Medicare and individual health insurance. We are growing and need an enthusiastic, quick learner who loves to help people!

Job Description

Job duties: 

• Scanning and data entry
• Help walk-ins with customer service questions
• Call insurance companies with questions about benefits, claims and premiums
• Assist the inside Sales Representatives with functions of retention
• Answer phones
• Working knowledge of Microsoft Office, including Excel, Word, etc.
• Assist the Administrative person with functions of tracking commissions   
• Call insurance company for ID #’s and ID Cards
• Help clients with claims issues and benefit questions
• Front Desk duties will include;
• Greeting Customers
• Answer phones
• Transfer calls
• Set appointments and send pre-appointment paperwork
• Enter customer data in data base
• File
• Prepare packets
• Update Addresses/Return Mail
• Mail Processing
• Other duties as needed.

Experience required:

• 1 year customer service experience.
• Medical Terminology or Provider office experience a plus!