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Administrative Insurance Coordinator

2 months ago

Walnut Creek, California, United States Alera Group Full time
Job Summary

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 be responsible for providing exceptional customer service, addressing customer inquiries, and supporting the growth of our business.

Key Responsibilities
  • Customer Service: Respond to customer inquiries by understanding their needs, reviewing previous interactions, and providing accurate information.
  • Record Keeping: Document customer inquiries and responses in their accounts, ensuring accurate and up-to-date information.
  • Client Services: Provide services including policy changes, conversions, address changes, loan/withdrawal requests, and premium payments.
  • Administrative Support: Prepare work to be processed by gathering, sorting, and recording data, information, and documents.
  • Quality Service: Monitor standards and manage client expectations, advising supervisors of potential issues.
  • Database Management: Maintain client service databases and electronic folders.
  • Account Management: Assist with client reviews, account management duties, and policy performance reviews.
  • Reporting: Prepare premium reminders, manage client reminder calendars, and generate monthly and quarterly client policy cash value and sub-account reports.
  • Process Audits: Perform and complete newly issued policy audits.
Requirements
  • Education: Bachelor's degree preferred.
  • Skills: Excellent computer skills, great typing skills, and experience with Office 365 and databases.
  • Personal Qualities: Solution-driven, ability to see an overall picture, and detail-oriented.
  • Interpersonal Skills: Great interpersonal skills, ability to build relationships with vendors and carriers.
  • Tenacity: Tenacity to follow up and confident in making phone calls.
What We Offer

Alera Group offers comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and more.