Insurance Specialist

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

Job summary

Be Well Insurance Solutions in Santa Clara, CA seeks an Insurance Specialist to guide clients through medical, dental, vision, life, and other coverages. You will prepare quotes, process applications, manage renewals, and keep records current in agency systems.

You will collaborate with carriers, handle claims inquiries, and ensure timely follow-up on client requests. The role supports wellness programs and ongoing service improvements.

Qualifications

• Strong knowledge of insurance products and brokerage practices.
• Understanding of premiums, deductibles, contributions, and cost comparisons.
• Excellent verbal and written communication with diverse client populations.
• Demonstrated customer service skills and issue resolution.
• Relevant state licensing or ability to obtain quickly.

Responsibilities

• Prepare quotes and process applications for clients.
• Manage renewals and maintain accurate client records.
• Collaborate with carriers to resolve policy issues.
• Support claims inquiries and timely client follow-up.
• Participate in client consultations and wellness initiatives.
• Contribute to internal process improvements to raise service quality.

Skills

Insurance products

Brokerage practices

Communication skills

Customer service

Licensing readiness

Office software

On-site collaboration

Job description

Company Description

Be Well Insurance Solutions is an independent insurance agency supporting businesses and individuals with a wide range of coverage, including medical, dental, vision, life, disability, Property and Casualty, Business Liability, Personal Lines, and Workers' Compensation. The agency partners with leading carriers to design tailored, cost-effective plans that fit diverse client needs. Clients benefit from no-obligation marketplace reviews, free consultations, online tools, and ongoing policy management support. Be Well Insurance Solutions also offers Employee Health and Wellness programs and objective, bilingual assistance for clients in California, Colorado, and additional regions. The team is focused on delivering accessible, high-quality service that simplifies insurance decisions and promotes long-term financial well-being.

Role Description

The Insurance Specialist is a full-time, on-site role based in Santa Clara, CA. This role is responsible for guiding clients through insurance options, explaining plan features, and helping them select appropriate coverage across medical, dental, vision, life, disability, and other product lines. Day-to-day tasks include preparing quotes, processing applications, managing renewals, and maintaining accurate client records in agency systems. The Insurance Specialist will collaborate with carriers to resolve policy issues, support claims inquiries, and ensure timely follow-up on client requests. The role also involves participating in client consultations, supporting Employee Health and Wellness initiatives, and contributing to internal process improvements to enhance service quality.

Qualifications

• Strong knowledge of Insurance products and Insurance Brokerage practices, with the ability to navigate multiple carriers and plan types.
• Understanding of Finance fundamentals related to premiums, deductibles, contributions, and cost comparisons.
• Excellent Communication skills, including clear verbal and written communication with diverse, bilingual client populations.
• Demonstrated Customer Service skills, with a track record of building trust, managing expectations, and resolving issues promptly.
• Relevant state insurance licensing (or ability to obtain within a defined timeframe) and prior experience in an agency or benefits environment preferred.
• Proficiency with office software and online insurance platforms; strong attention to detail and organizational skills.
• Ability to work on-site in Santa Clara, CA, collaborate with a team, and handle multiple client priorities in a fast-paced setting.