Administrative Insurance Coordinator
2 weeks ago
Alera Group is seeking a highly skilled and detail-oriented Administrative Insurance Assistant to join our team in Walnut Creek, CA. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our clients.
Key Responsibilities- Respond to customer inquiries by understanding their needs, reviewing previous interactions, and gathering relevant information to provide accurate and timely responses.
- Record customer interactions by documenting inquiries and responses in our client database.
- Provide administrative support, including policy changes, conversions, address updates, loan/withdrawal requests, and premium payments.
- Prepare work for processing by gathering, sorting, and organizing data, information, and documents.
- Maintain quality service by monitoring standards and managing client expectations, advising supervisors of potential issues.
- Assist with client reviews, account management, and policy performance reviews.
- Perform other duties as assigned.
- Experience in life insurance is preferred.
- Bachelor's degree is preferred.
- Excellent computer skills and typing abilities, including proficiency in Office 365 and database usage.
- Solution-driven and able to see the big picture.
- Detail-oriented and organized.
- Great interpersonal skills and ability to build relationships with vendors, carriers, and other stakeholders.
- Confident and able to make phone calls to resolve issues.
We provide comprehensive benefits to our employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and more.
We are an equal opportunity employer and welcome applications from diverse candidates.
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Walnut Creek, California, United States Alera Group Full timeAbout the RoleAlera Group is seeking a highly skilled and detail-oriented Administrative Insurance Assistant to join our team in our Walnut Creek, CA office location. As a key member of our team, you will be responsible for providing exceptional customer service, addressing customer inquiries, and supporting the growth of our organization.Key...
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