Benefit CSR Insurance Assistant

$43,680 - $72,800/Yr

Fairway Staffing Services - Santa Ana, CA

Full-time - Entry Level

Santa Ana, CA

Administrative and Support Services

About the position

The Insurance Agent will assist clients with life and health insurance plans, providing follow-up service and support to address changing insurance needs. This role involves client communication, proposal creation, and ensuring clients understand their coverage options.

Responsibilities

• Provide general employee benefit client service & support to producer(s).
• Assist producers in creating client communications and proposals.
• Deliver policy and plan documents to clients.
• Follow up with clients periodically to assess changes that may require modifications to their coverage.
• Help with changes, corrections, additions, and deletions to employee benefit plan elections.
• Discuss plan coverage and eligibility with subscribers.
• Communicate efficiently with third-party vendors regarding COBRA administration.
• Perform other related duties as assigned.

Requirements

• High school diploma or equivalent required; Bachelor's degree preferred.
• 1 year of experience in Life & Health benefits required.
• Active Life & Health Insurance License in California required.
• Proficient with Microsoft Office Suite (Excel, PowerPoint, Word) and Adobe PDF Software.
• Excellent verbal and written communication skills.
• Thorough understanding of life insurance as part of financial planning.
• Ability to explain complex insurance policies clearly.
• Bilingual in English and Spanish is required.

Nice-to-haves

• Some sales experience, particularly in insurance, is highly preferred.
• Proficient with EASE employee benefits platform and Sagitta and/or AMS 360.

Benefits

• Health insurance