Insurance Customer Coordinator

CAMPERS INN INCSeffner, FL
2dHybrid

About The Position

The Insurance Customer Support Coordinator serves as a primary administrative and customer service support resource for insurance agents and customers. This role focuses on providing timely, professional assistance, coordinating documentation, and ensuring a positive customer experience throughout routine insurance-related interactions. This is an entry-level position designed to support with customer service through insurance operations and regulated business environments. The role does not involve selling insurance, providing coverage advice, or acting as a licensed agent.

Requirements

  • High school diploma or equivalent
  • 1+ year of customer service or administrative experience
  • Strong interpersonal and communication skills
  • Attention to detail with the ability to manage multiple customer requests simultaneously
  • Basic proficiency with office systems and technology

Nice To Haves

  • Experience in insurance, financial services, call center, or customer support environments
  • Familiarity with CRM or policy management systems
  • Interest in developing a career in insurance operations or client services

Responsibilities

  • Serve as a first point of contact for customers with routine questions related to insurance documentation, application status, and next steps
  • Provide clear, professional, and empathetic communication to customers via phone, email, and internal messaging
  • Follow up with customers to request missing documentation or clarify administrative requirements
  • Maintain a customer-focused mindset while managing sensitive or time-sensitive situations
  • Support licensed insurance agents by handling administrative tasks that allow agents to focus on customer advising and sales
  • Coordinate communication between customers, agents, and internal teams to ensure smooth processing
  • Track open items and proactively follow up to prevent delays or service gaps
  • Prepare, review, and process insurance forms, applications, and related documents
  • Enter and maintain accurate customer and policy information in internal systems
  • Ensure files are complete, organized, and ready for review or submission
  • Adhere to established procedures and regulatory requirements related to documentation and data handling
  • Identify missing or inconsistent information and escalate issues appropriately
  • Maintain confidentiality and data security standards at all times
  • Assist with reporting, tracking, and basic metrics related to customer service and processing timelines
  • Support special projects and peak-period workloads
  • Perform other administrative duties as assigned

Benefits

  • Ongoing career development opportunities: Specialized job training, certifications, and professional development, and assistance in continuing education
  • Comprehensive health and welfare plan to all full-time employees (30+ hours/week), including: 1. Major Medical Insurance 2. Dental Insurance 3. Vision Insurance 4. Life Insurance (Basic, Supplemental, Spouse, and Child available) 5. Employee Assistance Program (EAP) 6. Paid Time Off 7. Qualified retirement plan (401k) with Employer Match Fair and competitive compensation
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