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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