Office Administrative Assistant

We are looking for a dependable, organized, and personable Part-Time Office Assistant to help support the daily operations of our growing life insurance and estate planning business. This position includes a mix of administrative support, client communication, seminar coordination, and personal assistant duties.

The ideal candidate is detail-oriented, professional, comfortable working with clients, and able to multitask in a fast-paced environment while maintaining confidentiality and excellent customer service.

• Review and submit life insurance applications
• Create and maintain client profiles in CRM systems
• Upload and organize client documents in digital client folders
• Add and update clients on pending business reports/sheets
• Assist with fixing underwriting requirements
• Help clients surrender old policies when needed
• Assist clients with policy servicing needs including:
• Address changes
• Beneficiary changes
• Payment updates
• Other policy-related requests
• Send documents to clients through DocuSign
• Follow up on chargebacks and policy status updates
• Update commission reports and pending sheets
• Cross-check issue paid reports from carriers
• Reschedule missed appointments and no-shows
• Follow up with approved clients
• Sort and organize incoming mail
• Update weekly planner and office statistics

• Call and remind clients about upcoming seminars/events
• Schedule follow-up appointments after seminars
• Contact registered attendees who did not attend
• Greet and assist clients visiting the office
• Help direct clients to Katrina’s office
• Assist with seminar room setup and preparation

• Assist with errands and miscellaneous tasks
• Pick up/drop off children as needed
• Pick up medications or other personal items
• Additional support tasks as needed

• Strong organizational and communication skills
• Professional and friendly demeanor
• Comfortable speaking with clients over the phone
• Ability to multitask and work independently
• Basic computer and office software knowledge
• Experience with CRM systems is a plus
• Reliable transportation required
• Prior administrative or office experience preferred

• Part-time position
• Flexible hours may be available depending on business needs

• Compensation based on experience

If you are dependable, detail-oriented, and enjoy helping people in a professional office environment, we would love to hear from you!

Please send your resume and a brief introduction/message explaining your experience and availability.