Insurance Operations Assistant & CRM Support (Hybrid)

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

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.