Job Summary We are seeking an experienced, dynamic and detail-oriented Insurance Administrative and Service Support Representative to join our team. In this vital role, you will be providing administration, high level expertise, and customer service support to both the Producer and Clients. This role requires a clear understanding and knowledge of carriers and carrier guidelines, portals, underwriting, and enrollment processes.

Essential Duties and Responsibilities:

Manage client daily service needs for enrollments, terminations, and claims service Pull annual renewal information for Producer in a timely manner Review and prepare proposals per Producer requirements Prepare renewal packets for accounts in a timely, accurate, and professional manner Work with Producer to monitor and manage the renewal process Prepare marketing information for Producer and/or clients as appropriate Complete implementation process and prepare and deliver all applicable forms to clients, as appropriate Process renewal changes for clients including additions, terminations, and changes with carriers in a timely manner Assist clients with inquiries, sercive questions related to administration, billing, claims issues, policy information, and problem solving, upon request, and perform such services as appropriate Maintain organized filing systems for client records, policy documents, and confidential information Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client calls, carrier follow-up, service issues, establish follow-up date and follow through Understanding of systems to aquire information to assist clients Perform data entry tasks using computer skills in Microsoft Office, Google Workspace, to update client files Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunties occure Other duties and responsibilites as requested

Required Experience:

Must have a minimum of 5 years previous relevant office experience in insurance industry, with a focus on administrative support or customer service roles Appropriate Insurance Licenses Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace applications Strong organizational skills with attention to detail in data entry and document management Excellent client relations skills—both verbal and written—to maintain positive business relationships with clients and market contacts Excellent communication skills and service orientation, with tactfulness to handle confidential information with discretion and professionalism and resolve client issues Ability to multitask effectively in a fast-paced environment while maintaining high accuracy levels Experience with requests for proposals

Preferred Qualifications:

Advanced degree Claude Proficient The base pay offered will be determined on factors such as experience, skills, trianing, location, certifications, and education. Decisions will be determined o a case by case basis.

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

Health insurance Paid time off

Work Location:

Hybrid remote in Lansdale, PA 19446