Insurance Data & Client Services Associate

LRA Insurance; Orlando (FL); On-site; USD 35,000 - 45,000; Full time

Job summary

LRA Insurance is seeking a motivated Entry-Level Insurance Associate to join our Orlando team. This high-impact role focuses on meticulous data entry and direct client interaction. The candidate will process essential policy information while ensuring clients feel supported.

Responsibilities include high-volume data entry, client communication, technical support, and policy education. Requirements include a 2-15 license, customer service experience, and proficiency in Microsoft Office. Join us to contribute to our commitment to exceptional service.

Qualifications

• 2-15 license held or ability to obtain quickly.
• Previous customer service experience required.
• Foundational understanding of insurance concepts preferred.
• Quick learner mindset and adaptability to new systems.
• Exceptional accuracy in data entry.

Responsibilities

• Execute high-volume data entry with 100% accuracy.
• Serve as a primary contact for client inquiries.
• Assist agents in servicing accounts and managing documentation.
• Explain insurance products and policy terms to clients.
• Maintain organized files in compliance with regulations.

Skills

Customer Service experience

Attention to detail

Proficiency in Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

LRA Insurance is seeking a motivated Entry-Level Insurance Associate to join our Orlando team. This high-impact role focuses on meticulous data entry and direct client interaction. The candidate will process essential policy information while ensuring clients feel supported.

Responsibilities include high-volume data entry, client communication, technical support, and policy education. Requirements include a 2-15 license, customer service experience, and proficiency in Microsoft Office. Join us to contribute to our commitment to exceptional service.