Administrative Assistant- Insurance Solutions

30 hours/week

The Administrative Assistant will have a high focus on life insurance policy assistance.  This role provides critical support to insurance advisors and clients by handling administrative tasks, maintaining accurate records, and ensuring efficient office operations. This role plays a key part in the client experience, supporting life insurance application processing, policy servicing, and ongoing communication.

Essential Position Responsibilities:

Prepare and process life insurance applications, amendments, and policy change forms.

Communicate with clients regarding missing information, application status, and documentation needs.

Coordinate with insurance carriers to track application progress and resolve issues.

Maintain and update client records in CRM systems, ensuring accuracy, and confidentiality.

Schedule client meetings, follow-ups, and calls on behalf of advisors.

Handle inbound client inquiries and route them appropriately.

Prepare policy delivery packets and assist with e-signature processes.

Support compliance efforts by ensuring all documentation meets regulatory and company standards.

Generate and distribute reports related to pending business, issued policies, and renewals.

Contributing to team effort by accomplishing other administrative items as needed including special projects

• 2+ years of administrative experience; experience in financial services or processing life insurance policies a plus
• Experience using Microsoft and CRM systems preferred
• Ability to work on multiple projects and meet deadlines
• Strong organizational skills and attention to detail
• Ability to communicate clearly in writing and verbally
• Team player

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.