Bilingual Customer Service - Health Insurance Advocate - Morris & Garritano Insurance

Why join M&G:

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
• Leaders of Influence – Insurance by Orange County Business Journal (2023)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
• Top P&C Agent of the Year (Insurance Journal) 2022
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

About the Role:

The Health Insurance Advocate assists and educates individuals on their health insurance benefits. We will teach you the specifics of insurance-you bring the eagerness to learn and advocate for members!

How you will be Compensated

• $21.00-$27.00/hr Depending on Experience
• Medical, Dental Vision Insurance
• Employee Assistance Program
• Paid Time Off, Holidays, and Sick Time
• Disability and Life Insurance
• 401(k) with match
• Flexible Spending Plan
• Flexible Working Hours

Who you Are:

• You enjoy helping others
• You are looking for a career path in a stable industry
• You are a strong communicator
• You exhibit a professional demeanor
• You enjoy staying highly organized
• You thrive in a collaborative, problem-solving environment
• You possess a positive work ethic, excellent communication skills, and innate critical thinking
• You thrive in a deadline driven environment

What you will Do:

• Explain benefit plans, options, and coverage details, including health, dental, vision, and other employee benefits to clients
• Occasionally conduct Open Enrollment meetings (in-person, webinar, and recorded)
• Provide timely, courteous, and knowledgeable responses to private, sensitive issues
• Act as a liaison between employees, healthcare providers, and carriers to resolve claim disputes and coverage discrepancies
• Protect confidential information by maintaining client files and following HIPPA and other privacy rules and regulations.
• Expand technical knowledge, carrier changes and provider network information to stay informed in assisting employees.

Qualifications

• High school degree
• 2 years Customer Service
• Fluent in English and Spanish - both spoken and written
• Current Life and Accident and Health Licenses or required within 6 months of assuming position
• Proficient in Microsoft Office Suite as well as ability to learn new applications.