Life Insurance Executive Assistant

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Requirements:

• Proven experience as an Executive Assistant, preferably in the insurance or finance industry.
• Strong understanding of life insurance products and services is highly desirable.
• Excellent organizational skills and attention to detail.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite and familiarity with insurance software systems.
• Able to manage multiple priorities and work under tight deadlines.
• High level of professionalism and ability to handle sensitive information.
• Ability to work independently as well as part of a remote team.
• Strong problem-solving skills and proactive approach to tasks.

Responsibilities:

• Assist executives with managing their calendars, appointments, and meeting schedules.
• Prepare and edit insurance documents, reports, and presentations.
• Coordinate and manage communications with clients, agents, and insurance companies.
• Process and maintain client files and insurance applications with high accuracy.
• Handle invoicing and billing tasks related to life insurance services.
• Conduct market research and gather information to support business development efforts.
• Organize and coordinate special projects and events related to the insurance industry.
• Provide general administrative support, including answering calls and responding to emails.