Benefits Associate

• Execute high-volume data entry, including processing applications, endorsements, and renewals with 100% accuracy.
• Serve as a primary point of contact for client inquiries, providing clear, professional, and empathetic service via phone and email.
• Assist agents and brokers in servicing accounts by managing documentation and ensuring a seamless workflow.
• Quickly learn and explain various insurance products, coverage options, and policy terms to clients.
• Navigate client questions regarding billing, documentation, and basic policy structures.
• Maintain organized digital and physical files in accordance with industry regulations and agency standards.

• 2-15 license held, or the ability to obtain one quickly (enabling future remote flexibility).
• Previous Customer Service experience is required.
• A foundational understanding of insurance concepts (e.g., deductibles, premiums, and limits) is highly preferred.
• A  quick learner  mindset; ability to rapidly absorb new software systems and evolving industry regulations.
• Exceptional accuracy in data entry; you're the type of person who catches the typo everyone else missed.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to adapt to agency management systems.

Demonstrates expertise in high-volume data entry with a focus on accuracy, alongside strong customer service skills in the insurance industry. Proficient in managing documentation and navigating client inquiries while maintaining compliance with industry regulations.

• 2-15 License
• Customer Service Experience
• Data Entry Accuracy
• Microsoft Office Proficiency
• Insurance Concepts Understanding

• Data Entry
• Insurance Concepts
• Documentation Management
• Client Inquiry Navigation
• Policy Terms Explanation

• Empathetic Service
• Quick Learner Mindset
• Attention to Detail

• 2-15 License

• Insurance Products
• Coverage Options
• Billing
• Premiums
• Deductibles
• Limits
• Regulatory Compliance

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Agency Management Systems