Apply on Employer Site

Strong Tower Associates · 2 months ago

Insurance Operations Assistant

State College, PA

Full-time

Hybrid

Entry Level

2+ years exp

Strong Tower Associates is a company that helps retirees navigate their financial lives with confidence, empathy, and clarity. They are seeking an Insurance Operations Assistant to support their licensed agents and ensure smooth administrative operations. The role involves managing client communications, updating CRM systems, and assisting with various operational tasks.

Financial Services

Responsibilities

Ensure a positive customer experience and satisfaction through relationship-building

Support agents with licensing, contracting, client servicing, marketing, and onboarding

Order enrollment kits, lead lists, and marketing supplies upon request

Retrieve and track commission statements, ensuring payments are accurate and on time

Assist with applications, servicing paperwork, and client and carrier communications

Follow applications from start to finish, make corrections as needed, and communicate status with clients

Update the CRM system, and provide various reports to the main Advisor

Handle incoming calls

Schedule client meetings

Maintain accurate CRM records; follow structured workflows

Attend seminars and client events, as needed

Qualification

Insurance industry experienceCRM systems familiarityExcel proficiencyPA LifeHealth LicenseFinancial math comfortMedicare familiarityPennie plans familiarityVerbal communicationWritten communicationAttention to detailOrganizational skillsFriendly communication style