Located in Corvallis, OR
Pay: 20
Job Full Description
Job Title: Insurance Administrative & Client Service Specialist
Job Summary:The Insurance Administrative & Client Service Specialist plays a key role in supporting daily operations within the agency. This position combines administrative support, customer service, and sales assistance. The specialist manages incoming calls, assists clients with policy changes and service requests, and provides guidance during complex life events such as policy cancellations, new policy setup, and claim-related situations. The role requires strong communication skills, empathy, attention to detail, and the ability to explain insurance requirements and documentation clearly to clients.
Key Responsibilities:
Customer Service & Client Support
Answer incoming phone calls and greet clients in a professional, courteous manner.
Transfer calls to appropriate team members when necessary and ensure inquiries are handled efficiently.
Assist clients with routine and complex policy service requests.
Provide clear explanations of policy terms, requirements, and options to clients.
Policy Administration
Process policy changes, cancellations, and new policy applications.
Guide clients through the steps required to replace an existing policy with a new one when necessary.
Explain coverage limitations and reasons clients may not be able to maintain a current policy.
Ensure all documentation and compliance requirements are completed accurately.
Support During Sensitive Client Situations
Assist families when a policyholder passes away by explaining next steps and required documentation.
Help coordinate insurance needs when a property must be sold following a death.
Request and review required documents such as death certificates and power of attorney paperwork.
Provide compassionate, patient support to clients managing difficult situations.
Sales & Agency Support
Identify opportunities to offer new policies or coverage options that meet client needs.
Support the sales team by gathering information, preparing applications, and following up with clients.
Maintain accurate client records and update account information in the agency management system.
Qualifications:
Previous experience in insurance, customer service, or administrative support preferred.
Strong communication and interpersonal skills.
Ability to handle sensitive situations with professionalism and empathy.
Excellent organizational skills and attention to detail.
Ability to multitask and manage multiple client requests simultaneously.
Basic understanding of insurance policies and documentation requirements is a plus.
Key Skills:
Customer service and client relations
Phone communication and call management
Policy administration and documentation review
Problem-solving and critical thinking
Empathy and professionalism in sensitive situations
#albor
Albany, OR
1947
2250 Southeast 14th Avenue
Suite A
Albany, OR 97322
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