Insurance Services Concierge & Onboarding Specialist

Phyton Talent Advisors; Edison (NJ); On-site; USD 42,000 - 52,000; Full time

Job summary

Phyton Talent Advisors in Edison, NJ is seeking a customer-facing professional to greet visitors, handle inquiries, and support service counters. You will manage the workflow of insurance applications and coordinate underwriting requirements with agents and vendors.

The role involves training agents, processing contracts and licenses, answering calls, and assisting management with meetings and compliance tasks. Strong communication and organizational skills are essential.

Qualifications

• Ideal candidate should have experience in a customer service and/or administrative role.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Proven ability to multi-task effectively.
• Demonstrated professionalism, reliability, and strong organizational skills.

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management in person, by phone, or electronically.
• Assist with the workflow of new insurance policies through all stages: application, underwriting, policy issue, delivery, and payment.
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
• Assist in training and development of agents in underwriting and new business (presentations, in-person or virtual).
• Facilitate onboarding of new agents by processing contracts and licenses.
• Answer incoming calls and greet guests.
• Support management with meeting prep, event planning, reports, and compliance documentation.

Skills

Customer service

Administrative support

Multi-tasking

Professionalism

Reliability

Organizational skills

Verbal communication

Written communication

Tools

Microsoft Office Suite

Job description

Phyton Talent Advisors in Edison, NJ is seeking a customer-facing professional to greet visitors, handle inquiries, and support service counters. You will manage the workflow of insurance applications and coordinate underwriting requirements with agents and vendors.

The role involves training agents, processing contracts and licenses, answering calls, and assisting management with meetings and compliance tasks. Strong communication and organizational skills are essential.