Insurance Jobs in Jamestown, NY

must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline.

Must be flexible and be willing to work in a professional and dynamic environment.

Candidate must have strong customer service skills and bookkeeping experience. Excellent computer skills and a sound knowledge of Microsoft Office Suite and Quick Books experience is preferred. Essential Functions Overview Develop and maintain an understanding of and be able to efficiently use and update the organization’s customer relations management system, insurance database and Quick Books along with producing reports as

needed. Scan checks to Director, reconcile deposit and take to bank weekly Open Mail daily and distribute Run Monthly financial reports to be sent to team monthly once closed by director Update and maintain monthly deliverables, gift card sales and gift card tracking Maintain database(s) including data entry, in management system for insurance product enrollments, changes, cancellations and renewals Provide office and administrative support functions for Chautauqua Benefits Specialists (CBS), Chautauqua County Chamber of Commerce (CCCC), Manufacturers Association of the Southern Tier (MAST) and Dream It Do It, WNY (DIDI) Assist clients in person and answer phone calls from insurance clients Work

with collections and collect on past due accounts for MAST, DIDI and CBS All other duties and projects as assigned by the Director of Finance and Insurance Services Complete invoicing including monthly membership billing, monthly insurance billing.

Create invoices for clients pertaining to program sponsors and invoices pertaining to various contracts with clients. Enter payables, scan in payables to the vendor in Quick Books, run checks and mail weekly Help director with preparation of year end audit Job Specifications Minimum Associates Degree and/or 1+ years of related experience Successful candidate must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline.

Excellent bookkeeping skills Willing to obtain health insurance license paid and trained by company Ability to problem-solve. Must be flexible and be willing to work in a professional and dynamic environment. Candidate will have the ability to work within a team and independently. Strong customer service skills required. Exceptional computer skills and a sound knowledge of Microsoft Office Suite are required. Quick Books experience preferred Essential Functions - Detail Health Insurance Assistance Maintain basic knowledgeable of Chautauqua Benefit Specialists (CBS) health and employee benefits insurance plans on behalf of the Chautauqua County Chamber of Commerce (CCCC).

Provide administrative support to the Director of insurance Services Communications to clients Support maintaining outlook calendar for appointments Prepare enrollment tracking reports Answering emails when needed Willing to obtain insurance license Maintain accurate subscriber information in CBS and CCCC database(s) Zywave – Brokage Builder – New, changes, cancellations and renewals Detailed record of enrollments including start date, end date, carrier, plan selection, premium, account activity notations, etc.

Subscriber information should be updated as close to “real-time” as practical Other databases as required Maintain general understanding of products and services offered New York State Exchange Direct or General Agent Carrier Relationships Availability of Group and non-group products Provide customer service to health insurance and employee benefits subscribers and employers Interface with third party partner organizations on customer service issues at the direction of the Director or Insurance Services Responsible for the subscribers’ complete application and cancellation process Resolve discrepancies between chamber subscribers and insurance providers Resolve insurance provider billing invoice issues Financial Assistant Maintain and update data systems for all entities Atlas Creating invoices Reports Quick Books for all entities Updating Client information Creating Invoices Reports AP/AR when needed Collections from members and clients on past due accounts Send out invoices for monthly billings and for organizations supported by CBS when needed Membership Sponsorships Insurance Reporting Financial Reporting and analysis including Statement of Activities and Balance Sheet, and supplemental for all entities Update Client Gift Card utilization and liability reports Updating deliverable key measures report Administration Entering, running, and mailing payables each week for all entities Open Mail daily and distribute Scan receivables to director, reconcile deposit and take to bank weekly for all entities Provide office and administrative support functions support to include scanning and filing for all entities All other duties and projects assigned by director