Insurance Processor - Life And Health Insurance - Base Salary To 70K/Year - Concord, CA
AllSearch Professional StaffingConcord, CA
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Job Description
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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FAQs About Insurance Processor - Life And Health Insurance - Base Salary To 70K/Year - Concord, CA Jobs at AllSearch Professional Staffing
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This job at AllSearch Professional Staffing is located in Concord, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
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