Insurance Operations Coordinator

Jesse Leal - State Farm Agency; Albuquerque (NM); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Performance bonuses

Professional development

Training support

Job summary

Leal Insurance & Financial Services, Inc. in Albuquerque, NM is seeking a full-time Insurance Operations Coordinator. The role focuses on optimizing agency operations, servicing clients, and maintaining high-quality customer journeys.

The candidate will work with the service team and owner, using Salesforce for documentation and follow-up. Ideal applicants are organized, dependable, and tech-savvy, with willingness to learn insurance products and procedures.

Qualifications

• Experience in customer service and office operations.
• Willingness to obtain licensing if required.
• Ability to learn insurance products and agency procedures.
• Proactive with follow-through and initiative.

Responsibilities

• Review service needs, organize daily workflow, and support the service team.
• Assist with customer billing and policy changes.
• Coordinate and follow up on business insurance service requests.
• Handle certificates, policy changes, vehicle and driver changes, and underwriting requests.
• Assist with claims-related customer calls and ensure timely follow-up.
• Maintain accurate tasks, follow-up, and documentation in Salesforce.
• Manage appointment scheduling for the agency owner.
• Prepare customer profiles ahead of insurance and financial discussions.
• Identify outstanding insurance needs and ensure follow-up occurs.
• Support agency marketing and community initiatives as time allows.

Skills

Highly organized

Communication skills

Bilingual EN/ES

Tech-savvy

Tools

Salesforce

Job description

The Insurance Operations Coordinator position at Leal Insurance & Financial Services, Inc. is a pivotal opportunity for candidates looking to build a lasting career in the insurance and financial services industry. As a full-time Insurance Operations Coordinator in Albuquerque, New Mexico, you will become an integral part of a customer-focused team dedicated to delivering exceptional client experiences and operational excellence. The role is designed for individuals who are not only organized and detail-oriented but who also possess the ability to anticipate agency needs, streamline processes, and foster positive client relationships.

The Insurance Operations Coordinator is responsible for supporting daily business operations, coordinating service activities, and ensuring a consistent and high-quality customer journey. This role goes far beyond basic administrative tasks, requiring proactive involvement in managing workflows, following through on customer requests, and supporting agency goals. Working closely with the service team and agency owner, the Insurance Operations Coordinator will utilize tools such as Salesforce for documentation, task tracking, and follow-up, ensuring that information is accurately maintained at every step.

This position offers a dynamic and supportive environment in Albuquerque, New Mexico, where professionals can develop their insurance knowledge, expand their responsibilities, and grow their earning potential as they progress within the agency. With competitive compensation including a base salary plus performance bonuses, the Insurance Operations Coordinator will have the chance to make a meaningful impact while enjoying a positive work-life balance in a vibrant and welcoming city.

The successful candidate for this full-time role must be organized, dependable, and technology-savvy, with a strong ability to manage multiple priorities. The Insurance Operations Coordinator will handle a range of operational and customer service functions, including handling billing inquiries, assisting with policy changes, coordinating claims and underwriting requests, maintaining documentation, and supporting marketing initiatives. Bilingual English/Spanish skills and prior insurance or customer service experience are valued, though not required, as training and development opportunities are provided.

Insurance Operations Coordinator - Summary

• Full-time position focused on agency operations and customer support
• Located in Albuquerque, New Mexico at Leal Insurance & Financial Services, Inc.
• Key role in organizing daily workflow, supporting clients, and ensuring operational efficiency
• Opportunity for professional growth and increased responsibility within the insurance industry

Duties & Responsibilities

• Review incoming service needs, organize daily workflow, and support the service team
• Assist with customer billing and payment requests
• Coordinate and follow up on business insurance service requests
• Handle certificates, policy changes, vehicle and driver changes, and underwriting requests
• Assist with claims-related customer calls and ensure timely follow-up
• Maintain accurate tasks, follow-up, and documentation in Salesforce
• Manage appointment scheduling and follow-up for the agency owner
• Prepare customer profiles ahead of insurance and financial discussions
• Contact customers to schedule, confirm, and reschedule appointments
• Identify outstanding insurance needs and ensure appropriate follow-up occurs
• Support agency marketing, social media, and community initiatives as time allows

Salary & Benefits

• Annual base salary of $30,000–$42,000, commensurate with experience and qualifications
• Performance bonuses available
• Growth opportunities with increasing responsibility and earning potential as you progress
• Full-time work schedule, Monday through Friday, 9:00 AM to 5:00 PM

Qualifications & Requirements

• Highly organized, dependable, and able to manage multiple responsibilities
• Strong follow-through and attention to detail
• Comfortable with written and verbal communication across phone, text, email, video, and in-person
• Professional communication skills
• Proficient in using technology and learning new systems (Salesforce experience a plus)
• Able to prioritize urgent needs while maintaining routine workflow
• Willingness to learn insurance products, agency procedures, and obtain appropriate licensing if required
• Ability to anticipate what needs to happen next and take initiative
• Bilingual English/Spanish preferred
• Prior insurance, financial services, or office experience is helpful but not required

Ideal Candidate Snapshot

• Proactive, self-motivated, and eager to learn
• Interested in building a career in the insurance industry
• Comfortable working in a fast-paced environment with shifting priorities
• Demonstrates strong organizational and follow-through skills
• Values teamwork and collaboration
• Takes pride in helping customers and delivering solutions

Other Relevant Information

• Position is based in Albuquerque, New Mexico, a city known for its vibrant culture and welcoming community
• Full-time employment with a focus on professional and personal development
• Training and support provided to help you achieve success in the Insurance Operations Coordinator role
• Applicants must be eligible to work in the United States

Leal Insurance & Financial Services, Inc. is committed to providing equal employment opportunities to all qualified individuals and complies with all applicable laws regarding nondiscrimination and equal opportunity