Life Insurance Account Administrator

ConSol Partners; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

ConSol Partners is seeking a Life Insurance Administrative Specialist in San Antonio to support the life insurance team from quote to policy issuance. This 100% onsite role focuses on administration, client interaction, and data management across multiple carriers and portals.

You will handle applications, track underwriting, gather confidential information, and coordinate exams, while maintaining CRM and reporting with Excel. A client-service mindset and strong attention to detail are essential.

Qualifications

• Experience in life insurance administration or support roles.
• Familiarity with life insurance application and underwriting processes is desirable.
• Ability to handle confidential information with care.

Responsibilities

• Obtain life insurance quotes from multiple carriers and compare for clients.
• Assist with preparing and submitting life insurance applications.
• Track applications through underwriting and follow up on requirements.
• Communicate with carriers and underwriters regarding case status and needed information.
• Gather medical history, medication details, financial information, and other confidential data from clients.
• Coordinate medical exams, client appointments, and underwriting requirements.
• Keep clients informed through phone, email, and text during the process.
• Maintain client and case data in CRM and carrier portals.
• Use Excel to organize data, create comparisons, and generate reports.
• Support the life insurance team with ongoing administrative needs and campaigns.
• Help improve administrative processes as the agency grows.

Skills

Life insurance administration

New business processing

Underwriting support

Case management

CRM systems

Microsoft Excel

Client service

Communication skills

Tools

CRM platforms

Carrier portals

Job description

Life Insurance Administrative Specialist

Work Arrangement: 100% Onsite

Employment Type: Full-Time, Direct Hire

Anticipated Start: December 2026

About the Opportunity

ConSol Partners is working with a well-established, privately owned insurance agency in San Antonio to hire a Life Insurance Administrative Specialist to support its growing life insurance business.

This is a great opportunity for someone with experience in life insurance administration, new business processing, underwriting support, case management, or supporting life insurance agents who enjoys the client-service and operational side of insurance.

This is not a traditional insurance sales position. You will work closely with the agency's life insurance team to help manage new business from the initial quote and application through underwriting and policy issuance.

What You'll Do

• Obtain life insurance quotes from multiple carriers and prepare comparisons for clients.
• Assist with preparing and submitting life insurance applications.
• Track applications throughout the underwriting process and follow up on outstanding requirements.
• Communicate with insurance carriers and underwriters regarding case status and additional information needed.
• Work directly with clients to gather required medical history, medication details, financial and banking information, and other confidential information.
• Coordinate medical exams, client appointments, and underwriting requirements.
• Keep clients informed throughout the application and underwriting process through phone, email, and text.
• Maintain accurate client and case information within the agency's CRM and individual insurance carrier portals.
• Use Excel to organize information, prepare comparisons, analyze data, and create reports.
• Support the life insurance team with ongoing administrative needs and sales campaigns.
• Help organize and improve administrative processes as the agency grows its life insurance business.

What We're Looking For

• Previous experience in life insurance, insurance administration, new business processing, underwriting support, case management, or agent/producer support preferred.
• Familiarity with the life insurance application and underwriting process is highly desirable.
• Comfortable having detailed conversations with clients regarding medical history, medications, and other sensitive information.
• Strong attention to detail and ability to keep multiple cases moving at the same time.
• Excellent written and verbal communication skills.
• Strong client-service skills and professional follow-through.
• Proficiency with Microsoft Excel.
• Comfortable learning and navigating CRM systems and multiple insurance carrier portals.
• Ability to appropriately handle confidential medical, financial, and personal information.

Why This Opportunity?

This position offers the opportunity to join a small, established team where you can take ownership of the administrative side of the life insurance process. The company is looking for someone who wants to become an integral part of the team and help support the continued growth of its life insurance business.