Insurance Services Coordinator

We are seeking an organized and proactive Insurance Services Coordinator to join our team. You will be responsible for providing administrative support to the insurance department. You will support our staff with clerical duties, including answering phones, making copies, and organizing files. When necessary, you will also input information into our database to ensure our electronic files are updated. We prefer candidates who have some administrative support experience, but we are willing to train the right person.

This is a hybrid role (other than the training period). You will start with 3 days in office 2 at home and then transition after a probationary review.

RESPONSIBILITIES:

• Work in conjunction with department personnel to provide service to customers; copying, scanning, processing payments.
• Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
• Issue certificate’s of insurance and provide other requests for proof of insurance.
• Build and maintain a favorable and professional work relationship with staff members and clients.
• Document in management system, all conversations with clients and or carriers pertaining to customers policies.
• Adhere to workflow procedures
• Adhere to established employee manual policies and guidelines.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned

EDUCATION AND EXPERIENCE REQUIRED:

• Must have experience and knowledge of Microsoft Office programs.
• Minimum 1 year of relevant work experience
• Must be reliable, ability to work independently, multi task, prioritize and be flexible.
• Strong interpersonal and communication skills.
• Knowledge of Workers’ Compensation and Disability Insurance a plus.
• Ability to work well under the pressure of deadlines and changing priorities.