Life Insurance Admin

Exclusively Remote; Cape Town; Remote; USD 30 000 - 60 000; Full time

Job summary

An innovative remote role is available for a Life Insurance Specialist who will support U.S.-based clients. This position involves processing life insurance applications, providing outstanding customer service, and performing administrative tasks. The ideal candidate will have a solid background in life insurance and investment services, with excellent communication skills and a knack for detail. If you're tech-savvy and thrive in a remote environment, this is your chance to join a dynamic team and make a real impact in the insurance industry.

Qualifications

• Minimum 2 years of experience in life insurance and investment services.
• Proven track record in client services and administrative support roles.

Responsibilities

• Process new life insurance applications from submission through underwriting.
• Provide exceptional customer service to clients via email and phone.
• Maintain accurate records and adhere to compliance and regulatory standards.

Skills

Life Insurance

Client Services

Administrative Support

Communication Skills

Attention to Detail

Multitasking

CRM Systems

Microsoft Office

Tools

CRM Systems

Microsoft Office

Job description

Job Title: Life Insurance Specialist (Remote)
Location: Remote South Africa (Supporting U.S.-based Clients)
Working Hours: Full-Time | 3:00 PM -11:00 PM SAST
Industry: Insurance & Investment Services

About the Role:

We are seeking a highly motivated Life Insurance Specialist to join our dynamic team. This full-time, remote role supports U.S.-based clients and focuses primarily on life insurance products, with involvement in client services, administrative support, and the new application and underwriting processes.

Key Responsibilities:

• Process new life insurance applications from submission through underwriting and approval.

• Provide exceptional customer service to clients via email and phone.

• Perform administrative tasks such as data entry, document management, and policy updates.

• Act as a liaison between clients, insurance carriers, and internal teams to ensure smooth processing.

• Assist with investment-related administrative support when required.

• Track application statuses and proactively follow up on outstanding requirements.

• Maintain accurate records and adhere to compliance and regulatory standards.

Requirements:

• Minimum 2 years of experience in life insurance and investment services.

• Proven track record in client services and administrative support roles.

• Excellent communication skills, both verbal and written.

• Strong attention to detail and ability to multitask in a remote environment.

• Tech-savvy with proficiency in using CRM systems, Microsoft Office, and web-based tools.

• Must have a reliable laptop and high-speed internet connection.

• Ability to work independently and manage time effectively.

• Comfortable working 3 PM to 11 PM South Africa time (to align with U.S. hours).

Preferred Qualifications:

• Experience with U.S. insurance carriers and financial services industry standards.

• Familiarity with underwriting processes and regulatory compliance in insurance.