What are the responsibilities and job description for the Insurance Processor - Life and Health Insurance - Base Salary to 70k/year - Concord, CA position at AllSearch Professional Staffing?
Insurance Processor - Life and Health Insurance - Base Salary to 70k/year - Concord, CA
- Our client is a well-established, independent insurance agency with over 30 years of success, known for its collaborative, team-oriented environment and long-term employee retention. They are seeking an Insurance Processor (internally titled Agency Operations Assistant) to support daily operations, client service, and administrative functions across Life & Health insurance lines. This role is ideal for someone with experience in a health-focused insurance agency environment, supporting client servicing, enrollments, and internal operations.
Responsibilities:
- Coordinate daily agency operations, supporting both sales and client service functions
- Maintain and update client records within the Agency Management System (AMS) (e.g., Applied Epic, AMS360, or similar)
- Track and reconcile commissions using AMS and/or carrier portals
- Assist with enrollments, policy changes, and renewals for individual and/or small group health plans
- Support licensed agents with administrative tasks, follow-ups, and documentation
- Communicate with insurance carriers regarding policy status, eligibility, and billing inquiries
- Ensure accurate documentation and compliance with agency and carrier requirements
- Provide responsive, professional service to clients via phone and email
Qualifications
- 5 years of experience in an insurance agency environment, with a focus on Life & Health insurance
- Experience supporting health insurance enrollments, renewals, or client servicing
- Proficiency working within an Agency Management System (AMS)
- Strong administrative, organizational, and multitasking skills
- Proficiency in Microsoft 365 (Excel, Outlook, Word)
- Active Life & Health Insurance License, or ability to obtain within a defined timeframe
- Experience with commission tracking and reconciliation
- Familiarity with health insurance platforms or carrier portals (e.g., enrollment systems, quoting tools)
- Exposure to small group or individual plans
Compensation:
- Base salary in the 60k - 70k/year range, with potential bonus
- Medical, dental, and vision benefits
- Monday–Friday, 9:00 AM – 4:00 PM (in-office)
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