Client Services & Insurance Coordinator - State College, PA

Advisor Talent Solutions
  • State College, Pennsylvania
    30+ days ago

    Job Description

    Client Services & Insurance Coordinator
    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!

    Education/Experience:
    • 2+ years of experience working in administrative support role (required)
    • 2+ years of experience in working in insurance or financial industry
    • PA Life and Health License is a plus, but not required
    Skills/Knowledge:
    • 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)
    • 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
    Location Options: 
    This position offers flexibility in where you work. Our main office is located in State College, but this position could work out of either State College or our satellite office in Lewisburg.

    Hybrid/remote options available, with a minimum of 1-2 days per week in either office.

    Salary:
    Commensurate with experience and licensing status
    Quarterly bonus opportunities

    Benefits:
    • Health insurance stipend
    • Generous PTO
    • Paid federal holidays
    • 401(k) matching
    • Half-days on summer Fridays
    • Supportive team culture and ongoing training
    Hours:
    Monday – Friday: 8:00 am- 4:00pm
    Occasional evening seminars, as needed
    No overtime

    Presented by Advisor Employee Services
     Thank you for your interest in the Health Insurance Agent role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

    Numbers & Facts

    LocationState College, Pennsylvania
    Websitehttps://advisortalentsolutions.com/careers/

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