Life Insurance Secretary (Long Term & Growth Opportunity)

[Please Read Complete Job Description]

We are seeking a dedicated and detail-oriented long term Life Insurance Agent Secretary to join our team. The ideal candidate will be responsible for client communication, updating clients on the status of their policies, assisting with billing processes, and supporting persistence and policy retention efforts. This role is crucial in ensuring a smooth and efficient experience for our clients.

Key Responsibilities:

Client Communication:

Act as the primary point of contact for clients, addressing inquiries and providing timely updates on policy status.
Maintain positive and professional relationships with clients.

Policy Management:

Update clients on the status of their life insurance policies.
Assist clients with policy changes, including beneficiary updates and coverage modifications.
Ensure all client records are accurate and up-to-date.

Billing Assistance:

Handle billing inquiries and assist clients with payments.
Process payments, update payment methods, and ensure accurate billing information.
Coordinate with the finance department to resolve any billing issues.
Persistency and Retention:

Monitor policy payments and notify clients of missed payments or potential lapses.
Work with clients to reinstate lapsed policies and maintain policy coverage.
Develop strategies to improve client retention and policy persistence.

Administrative Support:

Perform general office duties, including filing, data entry, and correspondence.
Prepare and distribute client communications, such as policy reminders and renewal notices.
Support the life insurance agent with various administrative tasks as needed.
Updating client policy information and status in google documents.

Qualifications:

Very good fluent in English
Familiarity with Google Docs
Proven experience in a similar administrative or customer service role, preferably in the insurance industry.
Excellent communication and interpersonal skills.
Strong organizational and time-management abilities.
Attention to detail and the ability to manage multiple tasks simultaneously.

Key Competencies:

Customer-focused mindset with a commitment to providing exceptional service.
Problem-solving skills and the ability to handle challenging situations with professionalism.
Ability to work independently and as part of a team.
High level of integrity and confidentiality.
Working Conditions:

Full-time position, typically Monday to Friday.
May require occasional evening or weekend work to meet client needs.

Application Process:
Interested candidates are invited to submit their resume/cover letter and a video introducing themselves and detailing their qualifications and experience. Please include references and any relevant certifications.

[*****ONLY APPLICANTS WHO SUBMIT A VIDEO INTRODUCING THEMSELF WILL BE CONSIDERED*****]