Data Entry
Schedule : Monday Friday Hours : 8 : 30 AM 5 : 00 PM Job Type : Temp to Hire
Job Summary :
We are seeking a bilingual Benefits Coordinator to assist producers with client communications, benefit plan management, and policy servicing. The ideal candidate will have hands-on experience with insurance carrier systems, strong communication skills, and an active California Life & Health License.
Key Responsibilities :
- Support producers in preparing proposals, presentations, and client communications.
- Deliver policy and plan documents accurately and on time.
- Manage and process benefit plan changes, including additions, deletions, and corrections.
- Maintain deep knowledge of benefit plan coverage, eligibility, and structure to confidently assist subscribers.
- Communicate with third-party vendors regarding COBRA administration and client requests.
- Regularly follow up with clients to assess changes that may impact coverage or benefits.
- Utilize carrier agent portals such as Kaiser, Health Net, Anthem, Blue Cross, Blue Shield, Cal Choice, Warner Pacific, and United Healthcare.
- Ensure all documentation and client interactions comply with applicable regulations.
Job Requirements :
Active California Life & Health License (required).Bilingual in English and Spanish (required).Proficiency with EASE, Sagitta, and / or AMS 360 systems.Experience using carrier agent portals (Kaiser, Health Net, Anthem, etc.).Proficient in Microsoft Office (Excel, Word, PowerPoint) and Adobe PDF.Excellent verbal and written communication skills.Strong understanding of life insurance and employee benefits.Ability to clearly explain complex coverage details and assist beneficiaries with sensitivity.High school diploma or equivalent required; Bachelor's degree preferred.Previous insurance or sales experience preferred.