Job Description:
Pacific Prime is seeking a proactive and detail-oriented Customer Service & Insurance Coordinator to join our team. In this role, you will be responsible for handling client interactions, coordinating with insurance providers and the sales team, and maintaining accurate records in our database. Your commitment to delivering excellent customer service and providing timely, accurate responses will ensure a seamless experience for our clients.

Key Responsibilities:

• Serve as the primary point of contact for clients, insurance companies, and the internal sales team.
• Maintain and update customer profiles in the company database.
• Ensure proper documentation, filing, and organization of client records.
• Provide exceptional customer service by addressing inquiries and resolving concerns efficiently.
• Respond promptly to both clients and insurance companies with accurate information.

Qualifications & Skills:

• Strong English communication skills (verbal and written).
• Excellent organizational, interpersonal, and problem-solving abilities.
• Proficiency in computer applications and database management.
• Ability to multitask, prioritize, and work collaboratively within a team.
• Flexible, adaptable, and competitive mindset.
• Bachelor’s degree in any discipline.
• Prior experience in customer service is an advantage but not required.
• No prior insurance experience is necessary; training will be provided.

About Pacific Prime:
Pacific Prime is a leading insurance advisory firm offering tailored insurance solutions, health plans, and coverage for individuals and families. We provide free quotes and expert, independent advice through in-person consultations, phone, and online services. Our mission is to represent our clients’ best interests and deliver unbiased, insightful guidance to help them find optimal insurance solutions.