Customer Care Associate

Customer Care Administrator

Our client is seeking a Customer Care Administrator to support members with policy inquiries, beneficiary changes, claims processing, and other important insurance-related transactions while ensuring compliance with company and regulatory requirements.

Why This Opportunity Stands Out for the Customer Care Administrator:

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• Opportunity to build a long-term career within the insurance industry and compliance function
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• Highly visible role supporting customers through important life events and policy decisions
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• Exposure to insurance operations, compliance, and regulatory processes
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• Stable organization with a collaborative, team-oriented culture
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• Varied position combining customer service, administration, problem-solving, and compliance responsibilities
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• Opportunity to work closely with leadership and experienced team members
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Key Responsibilities for the Customer Care Administrator:

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• Handle customer inquiries via phone, email, and written correspondence regarding policy information and account activity
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• Process beneficiary, ownership, address, and policy maintenance changes
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• Assist with death claims and ensure required documentation is complete and accurate
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• Review forms and supporting documents for accuracy, completeness, and compliance requirements
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• Maintain customer records and correspondence within Salesforce and internal systems
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• Research and resolve customer issues while providing clear guidance and follow-up
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• Review payment calculations, withdrawals, surrenders, and related transactions
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• Prepare written correspondence and communicate requirements, timelines, and next steps to members
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• Support administrative, reporting, and mailroom activities as needed
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Qualifications for the Customer Care Administrator:

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• 3+ years of customer service experience in a professional environment
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• Strong communication and relationship-building skills
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• Exceptional attention to detail and organizational abilities
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• Strong analytical, critical-thinking, and problem-solving skills
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• Comfortable handling difficult or emotional customer conversations with empathy and professionalism
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• Experience with Microsoft Office and CRM systems; Salesforce experience is a plus
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• Insurance industry experience is highly preferred
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• Ability to manage multiple priorities while maintaining accuracy and compliance standards
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• Positive, professional, detail-oriented, and customer-focused approach
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