Benefits Assistant

Employee Benefits Assistant Santa Cruz, CA

This position is responsible for assisting the Producer(s) in the promotion, sales and service of insurance programs. Duties that are assigned may include: answering telephones, data entry, phone inquiries, filing, ect.

Primary Responsibilities:

  • Communicate well with customers, employees, carriers, and others to help answer questions or explain information
  • Review for accuracy and follow up on missing information while processing applications
  • Assist with client materials, applications, proposals, coordination of appointments and marketing.
  • Records and reports will need to be computed, recorded, and proofread
  • Database Systems need to be maintained and updated
  • Work effectively with producers, carriers, general agents, coworkers, and other departments
  • Understand rules of insurance and documentation regulations
  • Act as liaison between client and vendors
  • Able to work with agency management software (Epic) and customer service software (JitBit, ThinkHR, Ease Central, etc.)

Working Conditions:

  • Long periods of sitting, repetitive motions, with some light lifting.
  • important to be exact and accurate while repeating a task.
  • Able to work independently with minimal direction
  • Able to work in a fast paced environment with distractions
  • May require occational travel within California


  • Bachelor's Degree in Business Administration or other appropriate field
  • 2+ years of experience in employee benefits customer service (preferably as an assistant)
  • Insurance license: Current California Life and Health

Why Insurance Relief ?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Contact us today! Click here for a live chator email/call us at info@insurance-relief. com or 888-292-4440

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