Life/Health Insurance Account Representative

2 weeks ago


Los Gatos, United States Madrone Insurance Agency Full time
Job DescriptionJob DescriptionJob Title: Insurance Account Representative - Life/Health Focus (Part-Time, Remote)

Location: Fully Remote

Schedule:
Flexible Hours, 20-25 hours per week (additional hours may be available if needed by employee and available by employer)

Compensation:
Competitive; includes internet/equipment reimbursement, equipment provided, licensing and required continuing education fees paid.

Job Description:
Our Insurance Agency is seeking a detail-oriented individual to join our team. This remote position offers flexible hours and part-time work. The ideal candidate will possess strong communication skills, attention to detail, and prior insurance / admin experience.

Key Responsibilities:
  • Manage accounts and perform data entry tasks.
  • Handle change requests within management system, requesting endorsements from company, endorsement checking and timely delivery to clients.
  • Certificate processing (both new and renewal) within management system with timely delivery to clients.
  • Assist with new business and renewals, including notifying producer of items needed, updating system with renewal information, submitting applications, following up for quotes and processing quote comparisons to provide to producer.
  • Provide miscellaneous assistance, including direct client contact during producer absence and aiding in administrative tasks.
Requirements:
  • Active insurance license preferred, but not required.
  • Strong written and verbal communication skills.
  • Prior experience in Applied TAM or EPIC strongly preferred.
  • Proficiency in Microsoft Office (primarily Excel) and Adobe.
  • Ability to problem-solve and exhibit strong follow-up skills.
  • Prior insurance / admin experience required.
Join our team and be part of a dynamic, remote-working environment where your contributions make a difference. Apply now

This is a remote position.



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