Hybrid Life Insurance Licensed Admin & Client Relations

The Juris Agency; Lansdale (Montgomery County); Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

Flexible Schedule

Job summary

The Juris Agency in Pennsylvania is seeking a life insurance licensed professional for a hybrid role, combining in-office and remote work. You will manage client data, engage with clients and team members, and build enduring relationships through trusted advice, with a focus on back-office duties and CRM usage.

Required is a Life & Health Insurance license; strong Excel and Outlook skills and comfort with office systems.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Experience handling client data and maintaining records.

Responsibilities

• Handle inbound and outbound calls to clients and team members.
• Schedule appointments.
• Maintain accurate records and update client information in the database.
• Collaborate with the sales team to meet goals.
• Communicate with team members and external partners daily.

Skills

Excellent communication

Interpersonal skills

Team collaboration

Time management

Education

High school diploma or equivalent

Life & Health Insurance license

Tools

Excel

Outlook

CRM software

Job description

The Juris Agency in Pennsylvania is seeking a life insurance licensed professional for a hybrid role, combining in-office and remote work. You will manage client data, engage with clients and team members, and build enduring relationships through trusted advice, with a focus on back-office duties and CRM usage.

Required is a Life & Health Insurance license; strong Excel and Outlook skills and comfort with office systems.