Insurance Client Support Specialist | Training Provided

AA Lares Insurance; Orange (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

AA Lares Insurance in Orange County, CA is seeking a customer service-oriented team member. The role involves assisting clients by phone, email, and paper correspondence while supporting colleagues and maintaining accurate client files.

No prior insurance experience is required; we provide training and cover multiple software systems used to manage records and communications. Expect occasional evenings or weekends for events and community activities.

Qualifications

• Enjoy helping people and are detail oriented.
• Comfortable with talking on the phone, communicating over email, and using a computer all day.
• You are part of a culture that cares about our local community and a team that is the solution.

Responsibilities

• Establish working relationships with clients, potential clients, and companies we represent in person, on the phone, email, and on paper.
• Support teammates with follow up for clients and prospects.
• Research and resolve billing and coverage questions.
• Promptly respond to client needs either on the phone or electronically.
• Maintain client files and process routine correspondence between our agency and the client or company, including paper records and various software programs.
• Cultivate new opportunities and offer additional lines of insurance.
• Assist with other office duties as they arise and are needed.

Skills

Phone communication

Microsoft Word

Excel

Outlook

Typing speed

Verbal communication

Written communication

Organization

Reliability

Tools

Calculator

Job description

AA Lares Insurance in Orange County, CA is seeking a customer service-oriented team member. The role involves assisting clients by phone, email, and paper correspondence while supporting colleagues and maintaining accurate client files.

No prior insurance experience is required; we provide training and cover multiple software systems used to manage records and communications. Expect occasional evenings or weekends for events and community activities.