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We are looking for a skilled and detail-oriented Administrative Assistant to join our team in Oklahoma City, Oklahoma. This Contract-to-Permanent position offers the opportunity to work in a collaborative and organized environment while supporting essential back-office operations. The ideal candidate will bring expertise in administrative tasks and familiarity with life insurance, annuities, and IRAs.
Job Responsibility:
Process and verify applications for life insurance, annuities, and IRAs to ensure accuracy and completeness
Maintain and update detailed records of client policies and transactions in internal systems
Communicate with agents, clients, and carriers to gather missing information and resolve discrepancies in applications
Assist with policy servicing tasks, including updating beneficiaries, processing payments, and making policy changes
Prepare reports and track the progress of pending applications to ensure compliance with company and regulatory standards
Perform general administrative duties such as data entry, document preparation, and file management
Provide support to management and team members for day-to-day office operations
Handle inbound calls and inquiries in a courteous and efficient manner
Ensure all documentation is properly organized and compliant with company policies.
Requirements:
Minimum of 3 years of experience in administrative roles, preferably within the life insurance or financial services industry
Proficiency in handling life insurance, annuity, and IRA products and processes
Strong organizational skills and exceptional attention to detail
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Ability to multitask and prioritize effectively in a fast-paced work environment
Commitment to providing high-quality administrative support with a focus on detail and reliability
Dependable and capable of maintaining accuracy under pressure.
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