Life Insurance Administrative Assistant

Adam Personnel; New York (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading financial services firm is seeking an experienced Administrative Assistant with a background in Life Insurance. This role requires strong organizational and communication skills to support Financial Representatives and maintain client relationships. Responsibilities include managing service requests and maintaining an organized office environment, with a competitive salary range of $55,000 to $65,000.

Qualifications

• Prior experience as an Administrative Assistant with Life Insurance experience
• Knowledge of insurance
• Administrative support experience to include computer skills

Responsibilities

• Handle insurance service requests from clients including processing changes and requests.
• Maintain organized client records and communicate with clients regarding applications and services.
• Prepare and deliver policies including managing DocuSign requests.

Skills

Organizational skills

Multitasking abilities

Time management skills

Confidentiality

Communication skills

Education

NY State Life & Health Insurance License

Job description

This range is provided by Adam Personnel. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $65,000.00/yr

Direct message the job poster from Adam Personnel

Catherine Palmiere, MBA, SHRM-CP, CSP, CPCC, CEIC

Recruitment Professional Empowering companies to thrive by providing expert recruitment solutions tailored to their unique culture and needs.

Our client, a financial services firm, seeks an experienced Administrative Assistant with Life Insurance experience to join their team.

As the Life Insurance Administrative Assistant you will specialize in client services to ensure the maintenance of an efficient, organized office that allows Financial Representatives to focus their energy on building client relationships. As a member of the team you will be a liaison between the home office, financial representatives and the client.

Responsibilities include but not limited to:

Administrative Duties:

Handle incoming non-securities related insurance service requests from clients: processing address changes, bank change information, loan requests.

Handle phone calls providing status and account values for non-securities related accounts.

Contact clients on underwriting requirements and late payments and billing service inquiries.

Communicate with home office as needed to supply or attain policy information.

Prepare new electronic insurance applications.

Arrange medical, paramedical and any exams necessary for underwriting.

Pre-check insurance applications, conversions and policy changes for completeness and accuracy.

Maintain client case files/notes. E-file new statements, account forms and other insurance related requirements.

Prepare policies for delivery and setup DocuSign requests for delivery requirements.

Follow-up mailing of forms to clients/prospects over signature of financial representative.

Qualifications:

Prior experience as an Administrative Assistant with Life Insurance experience

NY State Life & Health Insurance License required

Administrative support experience to include computer skills

Knowledge of insurance

Demonstrated organizational skills, multitasking abilities, and time management skills

Ability to maintain a high degree of confidentiality

Excellent oral and written communication skills

Ability to take independent action and to make sound decisions

Ability to work effectively with people at all level

This position is on-site five days a week.

Salary $55,000 to $65,000

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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