Client Services and Insurance Coordinator

Strong Tower Associates; State College (Centre County); Hybrid; Full time

Benefits offered by this job

Health insurance stipend

Generous PTO

Paid federal holidays

401(k) matching

Quarterly bonus opportunities

Half-days on summer Fridays

Supportive team culture

Job summary

A financial services firm is looking for an Insurance Operations Assistant to ensure smooth administrative processes supporting agents. The ideal candidate is organized and detail-oriented with experience in administrative roles, preferably in insurance or finance. Responsibilities include supporting agents, managing client communications, and updating CRM systems. The position offers flexibility with hybrid options and includes benefits like health insurance stipend, generous PTO, and quarterly bonuses.

Qualifications

• 2+ years of experience working in administrative support role required.
• 2+ years of experience in insurance or financial industry.
• PA Life and Health License is a plus but not required.

Responsibilities

• Ensure a positive customer experience through relationship-building.
• Support agents with licensing, contracting, client servicing, marketing, and onboarding.
• Order enrollment kits and marketing supplies upon request.
• Retrieve and track commission statements for accuracy.
• Assist with applications and client communications.
• Update the CRM system and provide various reports.
• Maintain accurate CRM records.

Skills

Excellent verbal and written communication skills

Excellent attention to detail and organizational skills

Friendly, professional communication style

Ability to manage multiple priorities

Familiarity with CRM systems and Google Workspace

Proficiency in using Excel

Strong comfort with basic financial math

Familiarity with Medicare and Pennie plans

Education

2+ years of experience in administrative support role

2+ years of experience in insurance or financial industry

PA Life and Health License

Tools

CRM systems

Google Workspace

Excel

Job description

At Strong Tower Associates, we help our clients—primarily retirees—navigate their financial lives with confidence, empathy, and clarity. We’re a small collaborative team looking for an Insurance Operations Assistant who shares our values and is ready to take ownership of essential operations and agent support tasks.

This is an administrative position focused on keeping our systems running smoothly behind the scenes while our licensed agents focus on client conversations. If you're organized, detail-oriented, and love working as part of a team that makes a real difference in clients' lives, we’d love to hear from you!

Education / Experience

• 2+ years of experience working in administrative support role (required)


• 2+ years of experience in working in insurance or financial industry


• PA Life and Health License is a plus, but not required

Skills / Knowledge

• Excellent verbal and written communication skills


• Excellent attention to detail and organizational skills


• Friendly, professional communication style


• Ability to manage multiple priorities while maintaining a calm, helpful attitude


• Familiarity with CRM systems and Google Workspace


• Proficiency in using Excel for calculations, reconciliations, and reporting (formulas, functions, tables, charts)


• Strong comfort with basic financial math and tracking (percentages)


• Familiarity with Medicare and Pennie plans preferred

Responsibilities

• Ensure a positive customer experience and satisfaction through relationship-building


• Support agents with licensing, contracting, client servicing, marketing, and onboarding


• Order enrollment kits, lead lists, and marketing supplies upon request


• Retrieve and track commission statements, ensuring payments are accurate and on time


• Assist with applications, servicing paperwork, and client and carrier communications


• Follow applications from start to finish, make corrections as needed, and communicate status with clients


• Update the CRM system, and provide various reports to the main Advisor


• Handle incoming calls


• Maintain accurate CRM records; follow structured workflows


• Attend seminars and client events, as needed

Location Options

This position offers flexibility in where you work. Our main office is located in State College, but this position could work out of either State College or our satellite office in Lewisburg.

Hybrid/remote options available, with a minimum of 1-2 days per week in either office.

Compensation and Benefits

Commensurate with experience and licensing status

Quarterly bonus opportunities

• Health insurance stipend


• Generous PTO


• Paid federal holidays


• 401(k) matching


• Half-days on summer Fridays


• Supportive team culture and ongoing training

Hours

Monday – Friday: 8:00 am- 4:00 pm

Occasional evening seminars, as needed

No overtime