Administrative Insurance Assistant

1 week ago

Walnut Creek, United States Alera Group Full time

 

Alera Group is currently seeking a personable and talented Administrative Assistant for a new temporary opportunity based in our Walnut Creek, CA office location. 

 

This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness.  In this position, successful candidates need to have adaptability, attention to detail, initiative, and strong listening/communication skills to work in a team-based environment. This individual works very closely with agency staff to support, maintain, and grow the organization. In this role, the Administrative Assistant serves as the direct link between the company and its key clients, servicing existing claim/benefit inquiries and resolving day-to-day client needs. 


  • Respond to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer's understanding of information and answer.
  • Record customer inquiries by documenting inquiry and response in customers' accounts.
  • Provide client services including, but not limited to, policy changes, conversions, address changes, loan/withdrawal requests, process premium payments, premium resolution, process mail, etc.
  • Prepare work to be processed by gathering, sorting, organizing, and recording data, information, and documents.
  • Maintain quality service by monitoring standards and managing client expectations, advising supervisor of potential problems.
  • Maintain client service database and electronic folders
  • Help with client reviews
  • Account management duties and policy performance reviews and restructure as assigned
  • Perform other duties as assigned.
  • Prepare premium reminders and manage client reminder calendar]
  • Prepare monthly and quarterly client policy cash value and sub account reports'
  • Perform and complete newly issued policy audits

  • Experience in life insurance preferred 
  • Bachelor’s degree preferred
  • Must have excellent computer skills and great typing skills – Office 365, previous Database usage, etc.  
  • Solution driven
  • Ability to see an overall picture 
  • Can learn / follow steps set out for processes
  • Ability to use intuitive discernment
  • Detail oriented - Organized
  • Great interpersonal skills (many areas we work with other vendors, carriers, needs to be able to build relationships)
  • Tenacity to follow-up
  • Confident - Not afraid to get on the phone and make calls

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

Salary: $40-$50/hr, DOE

 

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

 

#LI-MM1

PandoLogic. Category:Insurance, Keywords:Insurance Assistant, Location:Walnut Creek, CA-94596

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