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This position supports an individual life and disability insurance agent by handling administrative duties, facilitating client interactions, and ensuring accurate recordkeeping.
Job Responsibility:
Manage calendars, organize appointments, and schedule meetings to ensure efficient time management
Draft and prepare client correspondence, policy documents, and presentation materials
Maintain well-organized electronic and physical files for client and policy records
Address client inquiries regarding life and disability insurance policies, providing timely and thorough responses
Assist clients with applications, claims, policy changes, and follow-ups to ensure a seamless experience
Process new business applications, track their progress, and liaise with carriers to guarantee timely issuance
Verify the accuracy of client data and documentation, ensuring everything meets compliance standards
Create reports, proposals, and insurance illustrations to support the agent’s activities
Stay updated on current insurance products, underwriting requirements, and compliance regulations
Ensure all documentation adheres to regulatory requirements and maintain confidentiality of sensitive information
Requirements:
High school diploma required
associate or bachelor’s degree is preferred
Minimum of 2 years of administrative experience, with a preference for experience in the insurance sector
Familiarity with life and disability insurance terminology and processes
Proficiency in Microsoft Office tools, including Excel (VLOOKUP), Word, and PowerPoint
Strong organizational and multitasking capabilities, with excellent time management skills
Exceptional written and verbal communication skills
Ability to work independently and maintain discretion while handling sensitive information
Licensed in Life & Health Insurance or willingness to obtain the license
What we offer:
medical, vision, dental, and life and disability insurance