On-site Insurance Processing & Admin Specialist

Treloar & Heisel; Town of New Castle (NY); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits package

401(k) matching

Paid time off

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking an on-site administrative support role in New Castle, PA. You will enter prospective client information, process insurance applications, craft email communications, and coordinate medical scheduling and records fulfillment.

The position requires a high school diploma and meticulous attention to detail, with proficiency in MS Office (Outlook/Word) and Google Workspace. Excellent multitasking in a fast-paced environment is essential.

Qualifications

• High School Diploma required.
• Superior attention to detail.
• Ability to multitask and balance demanding workload in a fast-paced environment.
• Strong Microsoft Office skills, especially Outlook and Word.
• Familiarity with Google Drive, Google Sheets, and Google Docs.

Responsibilities

• Enter prospective client information into database
• Enter insurance applications into appropriate software systems
• Create and send email communication to clients
• Order and track scheduling of medical requirements
• Order and track fulfillment of medical records orders
• Follow up with clients and advisors for outstanding items
• Finalize insurance policies in the database and forward documentation to insurance companies
• Provide back-up phone support to Receptionist
• Filing

Skills

Attention to detail

Multitasking

Microsoft Office

Outlook

Word

Google Drive

Google Sheets

Google Docs

Education

High School Diploma

Tools

Microsoft Office

Outlook

Word

Google Drive

Google Sheets

Google Docs

Job description

EPIC Insurance Brokers & Consultants is seeking an on-site administrative support role in New Castle, PA. You will enter prospective client information, process insurance applications, craft email communications, and coordinate medical scheduling and records fulfillment.

The position requires a high school diploma and meticulous attention to detail, with proficiency in MS Office (Outlook/Word) and Google Workspace. Excellent multitasking in a fast-paced environment is essential.