Insurance Operations Assistant

Role Name: Insurance Operations Assistant

Schedule:

• Full-time, Monday to Friday 8am to 5pm EST
  

Client Timezone: US Eastern Time (EST/EDT)

Client Overview

Join a sophisticated wealth advisory firm that’s experiencing exciting growth in the financial services sector. This established practice provides comprehensive insurance and wealth management solutions to discerning clients. With a focus on excellence and a commitment to outstanding client service, the firm is expanding its team to support increasing business demands. Their modern, technology-driven approach enables seamless remote work while maintaining the highest standards of professional service.

Job Description

This is an exciting opportunity to join a dynamic financial services team in a key operational role. You’ll work alongside an experienced virtual team member, supporting sophisticated insurance processing and client service operations. Using state-of-the-art systems including remote desktop access and modern VOIP technology, you’ll handle critical back-office functions that keep the business running smoothly. As the firm continues to grow and bring on additional agents, this position offers excellent potential for professional development and increased responsibilities. You’ll be fully integrated into the team while working remotely, with all necessary technology and systems provided.

Responsibilities

• Process and coordinate insurance policy documentation after successful client agreements
  
• Manage professional communication with mortgage companies and financial institutions
  
• Handle sophisticated billing processes and payment tracking
  
• Operate modern VOIP phone system for client and team communication
  
• Execute efficient post-quote administrative operations
  
• Ensure timely follow-up on all pending items and documentation
  
• Maintain meticulous records in company’s professional systems
  
• Coordinate workflow with existing team members
  
• Support multiple insurance agents with operational tasks
  
• Process time-sensitive documentation with attention to detail
  

Requirements

• Outstanding English communication skills with clear speaking voice
  
• Proven experience in remote work environments
  
• Proficiency with modern phone systems and virtual collaboration tools
  
• Professional demeanor and excellent client service orientation
  
• Experience with or strong interest in insurance/financial services
  
• Comfort with learning new software systems and processes