Life Licensed Insurance Specialist / Administrative Assistant

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

Job Description

We are looking for a life insurance licensed professional to join our team here in Pennsylvania. This position will a hybrid position, with some in office time required. You will play a crucial role by managing our client data base, engaging with our clients and team members, building relationships and managing all back office duties. You will apply your life insurance skills to increase our customer's understanding of the value of insurance while cultivating long-term relationships with trusted advice. You must have a good working knowledge of Excel, Outlook and client database management. This position offers flexibility in scheduling and provides an opportunity to gain valuable experience in the insurance industry. Life insurance license required. Bilingual a plus. Base salary plus bonus.

Benefits

Flexible Schedule###

Responsibilities

Handle inbound and outbound calls to clients and team members.

Schedule appointments.

Maintain accurate records of all interactions and keep client information in our database updated.

Collaborate with the sales team to achieve weekly and monthly goals.

Communicate with team members and external partners daily.

Requirements

Excellent communication and interpersonal skills.

Previous life insurance experience is preferred but not required.

Ability to work independently and as part of a team.

Computer skills and familiarity with CRM software and Excel.

High school diploma or equivalent.

• A Life & Health Insurance license is required.