Company Overview:
Life Changers, a PHP Agency broker company is a leading life insurance agency committed to providing exceptional insurance solutions to individuals and families. Our mission is to deliver peace of mind by offering personalized life insurance products and outstanding customer service. We are seeking a dedicated and proactive Assistant to support our team in delivering the best possible service to our clients.
Job Overview:
We are looking for a detail-oriented and customer-focused Assistant to support our team of agents in daily operations. The ideal candidate will have excellent organizational skills, a passion for helping others, and the ability to handle multiple tasks simultaneously. This role offers an excellent opportunity for professional growth and the chance to make a positive impact in the life insurance industry.
Key Responsibilities:
Provide administrative support to life insurance agents, ensuring smooth day-to-day operations.
Assist with client communication, including phone calls, emails, and scheduling appointments.
Help clients navigate the application and claims process, answering general questions and providing updates.
Maintain accurate records and documentation related to client interactions, applications, and policies.
Prepare and organize client files, policy documents, and other necessary paperwork.
Assist with marketing efforts, including client outreach, follow-up calls, and promotional events.
Help in coordinating policy renewals, changes, and updates.
Process client payments and assist with billing inquiries.
Manage office supplies, equipment, and other administrative duties as assigned.
Assist in maintaining a professional, friendly, and welcoming office environment.
Qualifications:
High school diploma or equivalent.
Previous experience in an administrative or customer service role is a plus.
Basic knowledge of life insurance products is an advantage but not required.
Strong communication skills, both written and verbal.
Exceptional organizational and time management skills with attention to detail.
Ability to work effectively in a team environment and independently.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and other office tools.
Ability to handle confidential information with discretion.
Strong problem-solving abilities and a customer-first attitude.
Required to complete life insurance exam and necessary certifications needed for the state within 1 month of employment.
Benefits:
Flexible working hours.
Opportunities for career growth and advancement.
A supportive and dynamic work environment.
How to Apply
Interested candidates are encouraged to submit a resume outlining their qualifications and interest in the role by March 1,2025.