Office Associate

Russell Tobin; Saint Paul (MN); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is seeking an Office Associate to support life insurance administrative processes in St. Paul, MN. The role emphasizes accurate data entry in a high-volume environment and requires proficiency with Excel, Outlook, and Word.

Responsibilities include processing policy applications, beneficiary updates, enrollment changes, and handling customer inquiries with strong attention to detail. Overtime may be required during peak periods.

Qualifications

• Strong data-entry skills with speed and accuracy.
• Experience in a high-volume processing environment.
• Strong written and verbal communication skills.
• Ability to learn and use multiple systems simultaneously.
• Attention to detail and commitment to accuracy.

Responsibilities

• Accurately enter and process data related to life insurance administrative processes, including policy applications, contract modifications, beneficiary updates, enrollment changes, premium and loan payments, and related documentation.
• Research and resolve policy administration issues and customer inquiries using sound judgment.
• Follow up with customers to obtain missing information required for processing.
• Prepare customer-focused correspondence and emails using established templates when appropriate.
• Make outbound phone calls to obtain information or resolve requests.
• Monitor and respond to team inboxes and process customer and client requests.
• Follow documented procedures while navigating multiple systems.
• Ensure all tasks meet department quality, security, and service-level standards.
• Maintain accurate processing in a high-volume environment.
• Collaborate with team members and assist with cross-training across other departments.

Skills

Data entry

High-volume processing

Customer service

Attention to detail

Time management

Communication

Adaptability

Tools

Excel

Outlook

Word

Job description

Our client, a leading insurance and financial services organization, is looking to hire an Office Associate in St. Paul, MN.

Pay Rate Range: $20–$23/hour W2, depending on experience

Responsibilities:

• Accurately enter and process data related to life insurance administrative processes, including policy applications, contract modifications, beneficiary updates, enrollment changes, premium and loan payments, and other insurance-related documentation.
• Research and resolve policy administration issues and customer inquiries using sound judgment.
• Follow up with customers or clients to obtain missing information required for processing.
• Prepare customer-focused correspondence and emails using established templates when appropriate.
• Make outbound phone calls as needed to obtain information or resolve customer requests.
• Monitor and respond to team inboxes and process customer and client requests.
• Follow documented procedures and workflows while navigating multiple systems simultaneously.
• Ensure all tasks meet department quality, security, and service-level standards.
• Maintain accurate and timely processing in a high-volume environment.
• Collaborate with team members and assist with cross-training across other departments as needed.

Requirements:

• Strong data-entry skills with a focus on speed and accuracy.
• Strong computer navigation skills and the ability to learn and use multiple systems simultaneously.
• Basic Microsoft Excel skills, including sorting, filtering, and data review.
• Experience with Microsoft Outlook and Microsoft Word.
• Ability to follow documented procedures and workflows.
• Experience working in a high-volume processing environment.
• Strong attention to detail and commitment to accuracy.
• Strong customer-service orientation with both internal and external customers.
• Good written and verbal communication skills.
• Strong prioritization, time-management, and organizational skills.
• Basic problem-solving and research skills.
• Adaptability and willingness to learn new systems, processes, and procedures.
• Professional, positive, and collaborative attitude.
• Willingness to suggest process improvements and new ideas.
• Willingness to help others and participate in cross-training.
• Flexibility to work overtime during peak-volume periods.
• Insurance or financial services experience is preferred.
• Experience processing customer requests, reviewing eligibility, coverage, or enrollment information, or handling customer correspondence is preferred.
• Advanced Microsoft Excel skills are preferred.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.