Administrative Assistant

We are looking for an Administrative Assistant to support insurance operations in Concord, California. This role is ideal for someone who thrives in a fast-paced office environment and can balance client service, documentation, and coordination across multiple priorities. The role will partner closely with two insurance agents, helping keep applications, renewals, and client records organized while ensuring responsive follow-up with carriers and customers.

Administrative Assistant Duties:

• Provide administrative support to two insurance agents handling both group and individual insurance services.
• Assist with processing and tracking insurance applications to help ensure timely approvals.
• Perform accurate data entry and maintain client records within the company's CRM system.
• Upload and organize client information, emails, and documentation.
• Retrieve and process policy renewals from carrier websites.
• Communicate with insurance carriers to resolve policy, enrollment, and service-related issues.
• Support day-to-day office operations and assist with various administrative projects as needed.
• Help manage client inquiries and assist with insurance-related documentation and follow-up.
• Work with individual insurance plans through Covered California, Kaiser and Blue Shield.
• Utilize Excel and internal systems to maintain records, track information, and support reporting needs.

Ideal Background:

• Previous administrative or office support experience required.
• Previous insurance industry experience preferred.
• Demonstrated ability to learn new systems, processes, and tools.
• Professional and confident communication skills, both over the phone and through email.
• Strong interpersonal skills and a customer-focused approach.
• Comfortable interacting with a diverse client base and building positive working relationships.
• Highly organized, dependable, and able to manage multiple responsibilities effectively.
• California Life and Health Insurance licensing is a plus but not required.

If you are interested in the Administrative Assistant position, please apply today!

• At least 3 years of experience in an administrative support role, preferably within insurance or a related service environment.
• Working knowledge of health insurance terminology, coverage concepts, and common policy servicing activities.
• Strong data entry skills with careful attention to detail and accuracy.
• Proficiency with Microsoft Office, including Excel, and comfort learning CRM or similar business systems.
• Experience handling inbound calls and delivering attentive customer service to clients and external partners.
• Ability to organize multiple tasks, manage deadlines, and follow through on open items with minimal supervision.
• Clear written and verbal communication skills for interacting with clients, carriers, and internal team members.