Insurance Operations & Client Services Administrator

Coastal Region Benefits; Virginia Beach (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

Coastal Region Benefits seeks a detail-oriented Client Service Administrator to support the Director of Operations and Operations Manager in a fast-paced environment.

You will prepare enrollment folders, assist clients with claims, and manage calendars and communications across the agency and carriers. The role requires license compliance, strong Excel/Outlook skills, and high confidentiality.

Qualifications

• Must pass VA Life, Health & Annuities License prior to starting.
• Experience with computer data entry and MS Office (Excel, Outlook, PowerPoint & Word).
• High level of organizational ability; able to prioritize multiple tasks.
• Detail orientation and problem-solving ability.
• Strong analytical skills.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Prepare folders and enrollment binders.
• Assist customers with submitting claims.
• Answer phones and return calls.
• Track agent licenses, state appointments and carrier appointments ensuring they are current.
• Maintain list of agents by carrier; calendar management and meeting space coordination.
• Keep follow-up activities current and support team with back-up as needed.
• Interact with agency personnel, customers, and insurance company representatives.

Skills

Attention to detail

Analytical skills

Multi-tasking

Confidentiality

Communication

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Outlook

PowerPoint

Word

Job description

Coastal Region Benefits seeks a detail-oriented Client Service Administrator to support the Director of Operations and Operations Manager in a fast-paced environment.

You will prepare enrollment folders, assist clients with claims, and manage calendars and communications across the agency and carriers. The role requires license compliance, strong Excel/Outlook skills, and high confidentiality.