Client & Office Admin Specialist (Remote or Hybrid)

The primary role of the Client & Office Support Specialist is to help grow our business through supporting sales, servicing our clients and providing administrative support to achieve the firm's initiatives.

Responsibilities:

Client Service Support

Assist with conducting policy reviews
Complete insurance summaries and policy status reports
Prepare and track premium invoicing and administration fees
Process policy changes
Order inforce illustrations
Correspond with carriers, clients and team to meet client expectations

Administrative Support

Salesforce database entry, reporting, maintenance and improvements
Outlook calendaring
Assist with pre and post-sale administrative duties as needed
Assist with creating client and/or prospect correspondence letters
Other office projects and team administrative support as needed

Requirements:

Bachelor degree

2+ years in life insurance industry preferred

Proficient in Microsoft Office products (Excel is a plus)

Basic industry knowledge of Life, Disability, LTC and Annuities preferred