Administrative Assistant

Gaber Group; New York (NY); Remote; USD 50,000 - 80,000; Full time

Job summary

Gaber Group is seeking a detail-oriented Administrative Assistant with expertise in life insurance operations, to manage new business processes and provide premium client service. This position offers the flexibility of remote work or NYC office, competitive compensation, and professional growth within a supportive team environment.

Qualifications

• 5+ years of life insurance operations and case management experience required.
• Deep knowledge of trust-owned and business-owned life insurance processes.
• Experience at a carrier, BGA, or insurance producer group/team is a plus.

Responsibilities

• Manage all aspects of new business from application to policy delivery.
• Support complex life insurance cases involving trusts and corporate ownership.
• Provide exceptional client service, including policy changes and premium tracking.

Skills

Client Service

Attention to Detail

Communication

Organizational Skills

Education

Life & Health License

Series 6/63

Job description

We’re Hiring: Administrative Assistant – Life Insurance (Remote or NYC)

Location: Remote (U.S.) or New York City Office

Full-Time | 5+ Years Experience in Life Insurance Operations

Gaber Group, part of HTK and Penn Mutual, is seeking an experienced and detail-oriented Administrative Assistant to join our high-performing team. This role is perfect for someone with a background in life insurance new business and client service, who understands the intricacies of trust-owned and business-owned life insurance.

What You’ll Do:

Manage all aspects of new business — from application to policy delivery

Support complex life insurance cases involving trusts and corporate ownership

Provide white-glove client service — including policy changes, premium tracking, and annual reviews

Handle administrative updates (beneficiary, address, ownership, etc.)

Liaise with insurance carriers, attorneys, CPAs, and trustees

Track outstanding requirements and keep internal systems updated

Ensure compliance with carrier and regulatory standards

What We’re Looking For:

5+ years of life insurance operations, case management, or BGA support

Deep knowledge of TOLI/BOLI and carrier processes

Exceptional attention to detail and client service mindset

Experience at a carrier, BGA, or insurance producer group/team

Strong communication and organizational skills

Life & Health license or Series 6/63 a plus

Why Gaber Group?

For over 30 years, we’ve helped clients preserve and transfer wealth through advanced life insurance strategies. We value creativity, precision, and strong relationships—with clients and team members alike. This role offers flexibility (remote or NYC), competitive compensation, and room to grow within a deeply experienced and collaborative team.

Interested?

Email your resume and a quick intro to [e-mail]

Feel free to share this post with someone who might be a great fit!

#LifeInsuranceJobs #Hiring #TrustOwnedLifeInsurance #InsuranceCareers #RemoteJobs #NYCJobs #FinancialServices #GaberGroup