Job Description
Job Title: Insurance Support Specialist
Location: Aberdeen, SD
IN OFFICE POSITION
Job Type: Full-Time
Introduction: We are seeking an insurance support specialist who is highly detail-oriented, organized, and proficient in Microsoft Office products. The ideal candidate will be comfortable working with CRM software such as Salesforce and will play a key role in providing exceptional client support while maintaining accurate records and efficient workflows. This position requires a customer-focused individual who thrives in a fast-paced environment and can manage multiple tasks simultaneously.
Key Responsibilities:
- Serve as a primary point of contact for clients, offering administrative support and troubleshooting assistance through email, phone, or chat.
- Maintain and update client records in Salesforce CRM, ensuring all information is accurate, timely, and organized.
- Assist clients with inquiries regarding account management, billing, services, and technical issues, providing clear and thorough solutions.
- Manage administrative tasks including data entry, document management, and processing client requests.
- Coordinate with other departments (Risk Management, Portfolio, Tax, Planning) to resolve complex client issues and ensure a seamless client experience.
- Assist with onboarding new clients.
- High level communication with insurance carriers and insurance brokerage companies.
- Proactively identify opportunities to improve client processes, increasing satisfaction and reducing issues.
Qualifications:
- Proven experience in client support, administrative roles, or a related field.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook.
- Comfortable using and navigating Salesforce or similar CRM platforms for client data management and reporting.
- Strong attention to detail and organizational skills with the ability to manage multiple tasks efficiently.
- Excellent written and verbal communication skills.
- Ability to troubleshoot basic client issues and escalate complex problems to appropriate teams.
- Strong analytical skills and the ability to generate and interpret reports.
- Ability to work independently and as part of a team in a collaborative environment.
Preferred Skills:
- Prior experience in an administrative support role within financial services or insurance industry.
- Familiarity with data security and privacy standards.
- Ability to learn new software and tools quickly.
Why Join Us:
- Competitive salary and benefits package.
- Career development opportunities and training programs.
- A collaborative and supportive work environment.
- Flexibility in work hours
- An inclusive culture that values innovation and continuous improvement.
How to Apply: If you are a highly detail-oriented professional with a strong background in client administration and support, we would love to hear from you! Please submit your resume along with a cover letter highlighting your relevant experience and proficiency in Microsoft products and CRM systems.