Benefits Associate

Jobtailor

Orlando (FL)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Job summary

Jobtailor in Orlando is seeking an Insurance Customer Service Associate to manage high-volume data entry and help clients with applications, endorsements, and renewals with precise accuracy.

You will be the main contact for inquiries, explaining policy terms and guiding agents through documentation to keep processes running smoothly. A 2-15 license or ability to obtain quickly is required, along with strong Microsoft Office skills and a quick learner mindset.

Qualifications

2-15 License or ability to obtain quickly, enabling future remote flexibility.
Previous Customer Service experience is required.
Foundational understanding of insurance concepts (deductibles, premiums, and limits) is highly preferred.
A quick learner mindset; ability to rapidly absorb new software systems and evolving industry regulations.
Exceptional accuracy in data entry; you’re the type of person who catches the typo everyone else missed.
Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to adapt to agency management systems.

Responsibilities

Execute high-volume data entry, including processing applications, endorsements, and renewals with 100% accuracy.
Serve as a primary point of contact for client inquiries, providing clear, professional, and empathetic service via phone and email.
Assist agents and brokers in servicing accounts by managing documentation and ensuring a seamless workflow.
Quickly learn and explain various insurance products, coverage options, and policy terms to clients.
Navigate client questions regarding billing, documentation, and basic policy structures.
Maintain organized digital and physical files in accordance with industry regulations and agency standards.

Skills

Data Entry

Customer Service

Insurance Concepts

Documentation Management

Client Inquiry Navigation

Policy Terms Explanation

Microsoft Office Proficiency

Education

2-15 License

Tools

Agency Management Systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Execute high-volume data entry, including processing applications, endorsements, and renewals with 100% accuracy.
Serve as a primary point of contact for client inquiries, providing clear, professional, and empathetic service via phone and email.
Assist agents and brokers in servicing accounts by managing documentation and ensuring a seamless workflow.
Quickly learn and explain various insurance products, coverage options, and policy terms to clients.
Navigate client questions regarding billing, documentation, and basic policy structures.
Maintain organized digital and physical files in accordance with industry regulations and agency standards.

Requirements

2-15 license held, or the ability to obtain one quickly (enabling future remote flexibility).
Previous Customer Service experience is required.
A foundational understanding of insurance concepts (e.g., deductibles, premiums, and limits) is highly preferred.
A \"quick learner\" mindset; ability to rapidly absorb new software systems and evolving industry regulations.
Exceptional accuracy in data entry; you're the type of person who catches the typo everyone else missed.
Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to adapt to agency management systems.

Core Competencies

Demonstrates expertise in high-volume data entry with a focus on accuracy, alongside strong customer service skills in the insurance industry. Proficient in managing documentation and navigating client inquiries while maintaining compliance with industry regulations.

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