Associate - Customer Care

Responsibilities Responsible for processing licensing and appointment activities, maintaining data accuracy across systems, and resolving workflow-related requests. Work is primarily completed through internal case management tools and includes research, review, and processing of various operational tasks. Qualifications Preferred Qualifications: Previous experience in the insurance industry is highly preferred, particularly in claims processing, policy administration, or customer service. Familiarity with insurance terminology, processes, and regulatory requirements is an advantage. Technical Skills: Experience using CMS tools (Case Management Systems/Content Management Systems) and other operational platforms. Proficient in navigating multiple systems and applications simultaneously. Working knowledge of Microsoft Office applications, especially Excel, Outlook, and Teams. Core Competencies: Strong attention to detail and accuracy in handling customer information and transactions. Excellent analytical and problem-solving skills. Effective verbal and written communication skills. Ability to work in a fast-paced, performance-driven environment. Strong organizational and time management skills. Education and Experience: Bachelor's degree preferred but not required. At least 1–2 years of relevant customer service, operations, or insurance-related experience preferred. Additional Information Additional Requirements: Ability to follow established procedures and compliance guidelines. Willingness to learn new systems, processes, and insurance products. Demonstrated ability to work independently and as part of a team. Responsible for processing licensing and appointment activities, maintaining data accuracy across systems, and resolving workflow-related requests. Work is primarily completed through internal case management tools and includes research, review, and processing of various operational tasks. Preferred Qualifications: Previous experience in the insurance industry is highly preferred, particularly in claims processing, policy administration, or customer service. Familiarity with insurance terminology, processes, and regulatory requirements is an advantage. Technical Skills: Experience using CMS tools (Case Management Systems/Content Management Systems) and other operational platforms. Proficient in navigating multiple systems and applications simultaneously. Working knowledge of Microsoft Office applications, especially Excel, Outlook, and Teams. Core Competencies: Strong attention to detail and accuracy in handling customer information and transactions. Excellent analytical and problem-solving skills. Effective verbal and written communication skills. Ability to work in a fast-paced, performance-driven environment. Strong organizational and time management skills. Education and Experience: Bachelor's degree preferred but not required. At least 1–2 years of relevant customer service, operations, or insurance-related experience preferred.