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Administrative Project Coordinator (Life & Health Insurance Dept.)

Mesa, AZ 85204

Employment Type: Direct Hire Job Category: Life/Disability Job Number: 7480

Job Description

Administrative Project Coordinator (Life & Health Insurance Department) needed within an agency that prioritizes client care and employee growth!

This client is an independent insurance agency dedicated to providing comprehensive insurance solutions tailored to their clients' needs. With a recent transition to a new agency management software, they are poised for growth and seeking a proactive and detail-oriented individual to join their team.

As an Administrative Project Coordinator within the Life & Health Insurance Department, you will play a pivotal role in ensuring the accuracy and efficiency of the administrative processes. This position will initially focus on project-based tasks to update policy records, review commission payments, and organize client data. This role offers immense room for growth, evolving into a dedicated service member for the department, and potential advancement into a sales position.
  • HOURS:  Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
  • DURATION:  Direct Hire
  • PAY:  $52,000 - $65,000 (Depending on experience)
  • WORKSITE: Onsite in Mesa during training and hybrid thereafter
  • BENEFITS:  This client offers a comprehensive benefits package and support to obtain designations

Key Responsibilities:
  1. Data Management:
    • Update policy records and client information accurately within the agency management software.
    • Review commission payments from carriers for accuracy and completeness.
  2. Administrative Support:
    • Assist in preparing client documentation such as quotes, proposals, and policy documents.
    • Collaborate with team members to streamline administrative processes.
  3. Project Coordination:
    • Lead projects related to data cleanup, policy updates, and system migrations.
    • Ensure timely completion of projects within established deadlines.
  4. Client Service:
    • Provide prompt and courteous assistance to clients, addressing inquiries and resolving issues effectively.
    • Build and maintain strong client relationships to understand their needs and preferences.
  • Current AZ Life & Health Insurance Licenses required.
  • Previous experience in insurance administration or related roles preferred.
  • Strong attention to detail with excellent organizational skills.
  • Proficiency in using Applied Epic agency management software is a plus!
  • Proficiency with Microsoft Office suite is required.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively within a team environment.
  • Proactive mindset with a willingness to take on new challenges and responsibilities.

Meet Your Recruiter

Dallas Pietak
Account Manager

Dallas joined SDI Staffing in 2021. She brings with her nearly 10 years' Account Management experience in Personal and Commercial Lines. As an Account Manager at SDI Staffing, Dallas is able to use her Insurance experience in helping both employees and employers build long-lasting relationships. She is also an active member of the Association of Insurance Professionals (San Diego Chapter) and has obtained her Certified Staffing Professional designation (CSP).

  • Certified Staffing Professional (CSP)
  • Employment Committee Chair San Diego Association of Insurance Professionals (SDAIP)

When she’s not acting as a career match-maker, Dallas enjoys cooking, hiking, traveling, and spending time with her Shih-Tzu.

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