Insurance Ops & Client Services Coordinator

Advisor Talent Solutions; State College (Centre County); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance stipend

Generous PTO

401(k) matching

Paid federal holidays

Half-days on summer Fridays

Job summary

Advisor Talent Solutions is seeking a Client Services & Insurance Coordinator to join their team in State College. This role is essential for operations and agent support, requiring excellent communication skills and attention to detail. Candidates should have administrative support experience, with knowledge of the insurance or financial sectors being preferred. A hybrid work model is available, allowing flexibility with 1-2 days a week in-office. This position offers a supportive culture, robust PTO, and bonuses tied to performance.

Qualifications

• 2+ years of experience working in administrative support role.
• Experience in the insurance or financial industry is advantageous.
• PA Life and Health License is a plus.

Responsibilities

• Ensure a positive customer experience through relationship-building.
• Support agents with licensing, contracting, and client servicing.
• Update the CRM system and provide various reports to main Advisor.
• Schedule client meetings and maintain accurate CRM records.

Skills

Excellent verbal and written communication skills

Excellent attention to detail and organizational skills

Familiarity with CRM systems and Google Workspace

Proficiency in using Excel for calculations

Ability to manage multiple priorities

Education

2+ years of administrative support experience

2+ years in insurance or financial industry

PA Life and Health License (preferred)

Tools

CRM systems

Google Workspace

Excel

Job description

Advisor Talent Solutions is seeking a Client Services & Insurance Coordinator to join their team in State College. This role is essential for operations and agent support, requiring excellent communication skills and attention to detail. Candidates should have administrative support experience, with knowledge of the insurance or financial sectors being preferred. A hybrid work model is available, allowing flexibility with 1-2 days a week in-office. This position offers a supportive culture, robust PTO, and bonuses tied to performance.