Insurance Specialist & Office Admin — Growth & Client Care

Be Well Insurance Solutions; Santa Clara (CA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Collaborative environment

Licensing support

Meaningful work

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Insurance industry experience

Microsoft Office

Carrier portals

Ausbildung

High school diploma

Associate degree preferred

Tools

Insurance portals

Jobbeschreibung

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.