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Office Assistant
Job
Southwestern Legacy Insurance Group
Remote
$47,278 Salary, Full-Time
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Job Description
Administrative Assistant / Client Services CoordinatorPosition Overview We are seeking a detail-oriented and highly organized Administrative Assistant / Client Services Coordinator to support our growing life insurance agency. This individual will play a key role in ensuring smooth operations by assisting agents with administrative tasks, communicating with insurance carriers, and providing excellent service to clients throughout the underwriting and policy placement process. The ideal candidate is proactive, dependable, and comfortable working in a fast-paced environment while managing multiple tasks and priorities. Key ResponsibilitiesClient Communication Contact clients to update personal, medical, and policy information as needed. Follow up with clients regarding outstanding requirements and documentation. Provide exceptional customer service and maintain professional communication. Schedule appointments and coordinate follow-ups for agents. Carrier Relations Communicate with insurance carriers regarding underwriting requirements, policy status updates, and application processing. Track pending applications and proactively work to resolve issues. Submit and follow up on carrier requirements to ensure timely policy approvals. Administrative Support Assist agents with backend administrative tasks. Maintain accurate client records and documentation. Organize and update CRM systems and databases. Prepare and process paperwork related to insurance applications and policy servicing. Manage office communications and administrative workflows. Operations & Organization Monitor pending business and assist in moving applications through the underwriting process. Help ensure compliance with company and carrier requirements. Identify opportunities to improve efficiency and streamline office procedures. Qualifications Strong communication and interpersonal skills. Excellent organizational and time management abilities. Ability to multitask and prioritize effectively. Proficiency with computers, CRM systems, Microsoft Office, and Google Workspace. Professional phone etiquette. Strong attention to detail and problem-solving skills. Previous administrative, customer service, insurance, or office experience preferred but not required. What We're Looking For Positive attitude and team-first mentality. Self-starter who can work independently. Reliable and accountable professional. Strong follow-through and attention to detail. Desire to grow with a rapidly expanding organization. Compensation & Benefits Competitive hourly pay or salary based on experience. Opportunities for advancement and professional development. Supportive team culture and growth-oriented environment. Training provided on carrier systems, underwriting processes, and agency operations. If you enjoy helping people, staying organized, and being an essential part of a successful team, we'd love to hear from you.