Life and Health CSR ( Hybrid )

Join Our Team as a Life and Health CSR at Petra Risk Solutions! Are you passionate about providing exceptional customer service and making a difference in the lives of others? Do you thrive in a fast-paced environment where teamwork and communication are key? If so, we are looking for a motivated and dedicated individual like you to join our dynamic team at Petra Risk Solutions in Orange, CA! Please note, this is not a remote position, candidates must be located in Southern California. Daily Responsibilities: Audit and reconcile carrier invoices to ensure accuracy Prepare and ship employee benefit materials Provide support for open enrollment meetings Maintain and update client files Update COBRA rates with TPAs following renewals Assist with database software transition Other duties as assigned Required Skills: Experience in servicing life and health insurance accounts Strong communication skills, both verbal and written Bilingual (English-Spanish) skills are preferred Excellent organizational skills and attention to detail Ability to work independently and as part of a team Available for travel with notice Valid Life and Health insurance license Company Information: Petra Risk Solutions is the nation's largest independent insurance brokerage specializing in the hospitality industry. We provide insurance products and risk management services to hotels and resorts throughout the U.S. Salary and Benefits: Annual Pay range is between $52,000 and $66,560 (based on skills and experience) Health Insurance Life Insurance Dental Insurance Vision Insurance 401(k) Medical Flexible Spending Account Dependent Care Flexible Spending Account Flexible Schedules Work From Home (Hybrid) options Health & Wellness Programs Paid Holidays Paid Time Off Continuing education and licensing reimbursement Sit/stand combo desks in office Fitness facility & snacks in office DEI Statement: At Petra Risk Solutions, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued and respected. EEO Statement: Petra Risk Solutions is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full Time Years Experience: 1 - 3 years Salary: $52,000 - $66,560 Annual Bonus/Commission: No