Insurance Specialist

Be Well Insurance Solutions; Santa Clara (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Collaborative environment

Licensing support

Meaningful work

Job summary

Be Well Insurance Solutions seeks an Insurance Specialist and Office Administrator to support daily office operations and client service. The role blends administrative tasks with insurance processing to ensure smooth workflows, accurate policy handling, and strong client experiences.

The ideal candidate is organized, detail-oriented, tech-savvy, and committed to helping individuals and businesses navigate insurance across benefits, P&C, and life products.

Qualifications

• High school diploma or equivalent required; associate degree or relevant coursework preferred.
• 1–3+ years of experience in an insurance agency, brokerage, or related customer service.
• California Life & Health and/or Property & Casualty license preferred (or willingness to obtain within 90 days).
• Strong organizational, multi-tasking, and time-management skills with excellent attention to detail.
• Professional written and verbal communication; bilingual (English/Spanish) a plus.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and comfort with insurance software and carrier portals.
• Reliable, self-motivated, team-oriented, and committed to providing exceptional client service.

Responsibilities

• Answer and direct incoming calls and emails promptly and professionally, providing excellent service.
• Process insurance applications, quote requests, policy changes, endorsements, and renewals using carrier portals & agency management systems.
• Assist with client onboarding, document collection, and follow-up for employee benefits, Medicare, P&C, and individual policies.
• Maintain organized electronic and physical files, databases, and CRM records with high attention to detail and accuracy.
• Support office administration including calendar management, correspondence, supplies, and general tasks.
• Help prepare proposals, certificates of insurance, and other client-facing documents.
• Coordinate with carriers, underwriters, and clients to resolve issues and ensure timely service.
• Maintain compliance with California insurance regulations and agency procedures.
• Perform other duties as assigned to support agency growth and client satisfaction.

Skills

Insurance industry experience

Microsoft Office

Carrier portals

Education

High school diploma

Associate degree preferred

Tools

Insurance portals

Job description

Insurance Specialist and Office Administrator

About Be Well Insurance Solutions

Be Well Insurance Solutions is an independent insurance agency serving individuals, families, and businesses throughout the Bay Area and beyond. We specialize in employee benefits (medical, dental, vision, life, and disability), property & casualty (including general liability, workers’ compensation, homeowners, and auto), Medicare supplements, and life insurance. As a minority woman-owned small business with more than 15 years of service, we are committed to providing personalized, professional guidance and exceptional client care.

Position Summary

We are seeking a reliable, detail-oriented Insurance Specialist and Office Administrator to support our agency’s day-to-day operations and client service. This dual role combines administrative responsibilities with insurance processing support, helping ensure smooth office workflows, accurate policy handling, and outstanding client experiences. The ideal candidate is organized, multi-tasking, comfortable with technology, and passionate about helping people navigate insurance.

Key Responsibilities

• Answer and direct incoming calls and emails promptly and professionally, providing excellent
• Process insurance applications, quote requests, policy changes, endorsements, and renewals using carrier portals & agency management systems.
• Assist with client onboarding, document collection, and follow-up for employee benefits, Medicare, P&C, and individual policies.
• Maintain organized electronic and physical files, databases, and CRM records with high attention to detail and accuracy.
• Support office administration including calendar management, correspondence, supplies, and
• Help prepare proposals, certificates of insurance, and other client-facing documents.
• Coordinate with carriers, underwriters, and clients to resolve issues and ensure timely service.
• Maintain compliance with California insurance regulations and agency procedures.
• Perform other duties as assigned to support agency growth and client satisfaction.

Qualifications

• High school diploma or equivalent required; associate degree or relevant coursework preferred.
• 1–3+ years of experience in an insurance agency, brokerage, or related customer
• California Life & Health and/or Property & Casualty license preferred (or willingness to obtain
• within 90 days).
• Strong organizational, multi-tasking, and time-management skills with excellent attention to detail.
• Professional written and verbal communication skills; bilingual (English/Spanish) a plus.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and comfort learning insurance software and carrier portals.
• Reliable, self-motivated, team-oriented, and committed to providing exceptional client service.

What We Offer

• Competitive compensation based on experience.
• Supportive, collaborative work environment in a growing independent agency.
• Opportunities for professional development and licensing support.
• Meaningful work helping individuals and businesses secure the right insurance protection.

Be Well Insurance Solutions is an equal opportunity employer.