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:

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

Key Responsibilities for the Customer Care Administrator:

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

Qualifications for the Customer Care Administrator:

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