Insurance Processor - Life and Health Insurance - Base Salary to 70k/year - Concord, CA
Company: AllSearch Professional Staffing
Location: Concord
Posted on: April 1, 2026
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Job Description:
Insurance Processor - Life and Health Insurance - Base Salary to
70k/year - Concord, CA Our client is a well-established,
independent insurance agency with over 30 years of success, known
for its collaborative, team-oriented environment and long-term
employee retention. They are seeking an Insurance Processor
(internally titled Agency Operations Assistant) to support daily
operations, client service, and administrative functions across
Life & Health insurance lines. This role is ideal for someone with
experience in a health-focused insurance agency environment ,
supporting client servicing, enrollments, and internal operations.
Responsibilities: Coordinate daily agency operations, supporting
both sales and client service functions Maintain and update client
records within the Agency Management System (AMS) (e.g., Applied
Epic, AMS360, or similar) Track and reconcile commissions using AMS
and/or carrier portals Assist with enrollments, policy changes, and
renewals for individual and/or small group health plans Support
licensed agents with administrative tasks, follow-ups, and
documentation Communicate with insurance carriers regarding policy
status, eligibility, and billing inquiries Ensure accurate
documentation and compliance with agency and carrier requirements
Provide responsive, professional service to clients via phone and
email Qualifications 5 years of experience in an insurance agency
environment , with a focus on Life & Health insurance Experience
supporting health insurance enrollments, renewals, or client
servicing Proficiency working within an Agency Management System
(AMS) Strong administrative, organizational, and multitasking
skills Proficiency in Microsoft 365 (Excel, Outlook, Word) Active
Life & Health Insurance License , or ability to obtain within a
defined timeframe Experience with commission tracking and
reconciliation Familiarity with health insurance platforms or
carrier portals (e.g., enrollment systems, quoting tools) Exposure
to small group or individual plans Compensation: Base salary in the
60k - 70k/year range, with potential bonus Medical, dental, and
vision benefits Monday–Friday, 9:00 AM – 4:00 PM (in-office)
INDALL
Keywords: AllSearch Professional Staffing, Vallejo , Insurance Processor - Life and Health Insurance - Base Salary to 70k/year - Concord, CA, Accounting, Auditing , Concord, California
