Health Insurance Agent Assistant

Health Insurance Agent Assistant

08 Jul 2025
California, Monterey bay, 93940 Monterey bay USA

Health Insurance Agent Assistant

Job Opening: Insurance Agent Assistant

We are seeking a motivated and detail-oriented Insurance Agent Assistant to join our team. In this role, you will provide essential support to our insurance agents in various administrative and customer service tasks. Your primary responsibilities will include managing client communications, assisting with policy processing, maintaining accurate records, and ensuring timely follow-up on quotes and applications.

Key Responsibilities:

Assist insurance agents with daily administrative tasks and client inquiries

Manage and respond to client communications via phone, email, and in-person

Help with policy processing, renewals, and claims submissions

Maintain organized records and client files in accordance with company policies

Coordinate meetings and appointments for insurance agents

Perform data entry and maintain accurate reporting as needed

Provide exceptional customer service and support to clients

Qualifications:

High school diploma or equivalent; further education or insurance-related certification is a plus

Strong organizational skills and attention to detail

Excellent communication and interpersonal skills

Proficiency in Microsoft Office Suite and familiarity with insurance software

Ability to multitask and prioritize effectively in a fast-paced environment

If you are looking for an opportunity to grow in the insurance industry and contribute to a dynamic team, we encourage you to apply for the Insurance Agent Assistant position.

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