On the Job Training/WIOA Position

To be considered for this job WIOA eligibility must be determined. Please make sure you have a current resume listed in EFM. Click on How to Apply

A Life Insurance Administrative Assistantprovides comprehensive administrative support to a life insurance agent or team, handling tasks like scheduling appointments, managing client information, processing paperwork, maintaining policy records, answering customer inquiries, and ensuring smooth office operations, while adhering to industry regulations and compliance standards;requiring organizational skills, attention to detail, and communication abilities to manage client interactions and support the sales process.

Key Responsibilities:

• *Client Relations Management: *
  • Schedule appointments and consultations with potential and existing clients.
  • Gather and maintain accurate client information within the CRM system.
  • Prepare and follow up on necessary paperwork for policy applications and renewals.
  • Respond to client inquiries regarding policy details, coverage options, and billing.
• *Policy Administration: *
  • Track policy status updates and communicate changes to clients.
  • Maintain accurate records of policy documents, including electronic filing.
  • Process policy changes, including address updates and beneficiary changes.
• *Office Operations: *
  • Answer phone calls and emails promptly, directing inquiries to the appropriate parties.
  • Manage office supplies and equipment, ensuring proper maintenance.
  • Prepare and distribute marketing materials as needed.

• *Compliance and Reporting: *

  • Adhere to all industry regulations and compliance standards.
  • Generate reports on sales activity, client demographics, and policy status.
  • Assist with data entry and maintain accurate records within the agency management system.

  Required Skills and Qualifications:

• *Administrative Skills: * Proven proficiency in scheduling, data entry, file management, and document processing.
• *Customer Service Focus: * Communication skills with the ability to handle client interactions courteously, professionally and effectively, with a smile.
• *Attention to Detail: * High level of accuracy in managing sensitive client information and policy details.
• *Technical Proficiency: * Familiarity with Microsoft Office products, Office, Word, Excel, Power Point, Publisher, Zoom, Telegram, WhatsApp, CRM software and open to keep learning.
• Insurance Knowledge:

Basic understanding of life insurance products, policies, and industry regulations.

Preferred, not needed Qualifications:

• Prior experience as an administrative assistant in the insurance industry.
• Life insurance license or willingness to obtain one.
• Organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously.

Driver's License if operating company vehicle