Insurance Operations Assistant - Financial Firm - State College, PA
About The Position
At Strong Tower Associates, we help our clients—primarily retirees—navigate their financial lives with confidence, empathy, and clarity. We’re a small collaborative team looking for an Insurance Operations Assistant who shares our values and is ready to take ownership of essential operations and agent support tasks. This is an administrative position focused on keeping our systems running smoothly behind the scenes while our licensed agents focus on client conversations. If you're organized, detail-oriented, and love working as part of a team that makes a real difference in clients' lives, we’d love to hear from you!
Requirements
- 2+ years of experience working in administrative support role (required)
- 2+ years of experience in working in insurance or financial industry
- Excellent verbal and written communication skills
- Excellent attention to detail and organizational skills
- Friendly, professional communication style
- Ability to manage multiple priorities while maintaining a calm, helpful attitude
- Familiarity with CRM systems and Google Workspace
- Proficiency in using Excel for calculations, reconciliations, and reporting (formulas, functions, tables, charts)
- Strong comfort with basic financial math and tracking (percentages)
Nice To Haves
- PA Life and Health License is a plus, but not required
- Familiarity with Medicare and Pennie plans preferred
Responsibilities
- Ensure a positive customer experience and satisfaction through relationship-building
- Support agents with licensing, contracting, client servicing, marketing, and onboarding
- Order enrollment kits, lead lists, and marketing supplies upon request
- Retrieve and track commission statements, ensuring payments are accurate and on time
- Assist with applications, servicing paperwork, and client and carrier communications
- Follow applications from start to finish, make corrections as needed, and communicate status with clients
- Update the CRM system, and provide various reports to the main Advisor
- Handle incoming calls
- Schedule client meetings
- Maintain accurate CRM records; follow structured workflows
- Attend seminars and client events, as needed
Benefits
- Health insurance stipend
- Generous PTO
- Paid federal holidays
- 401(k) matching
- Half-days on summer Fridays
- Supportive team culture and ongoing training
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
