Job Overview

Our client is the administrative backbone of a thriving insurance agency, taking ownership of critical processes that keep revenue flowing and clients satisfied. This role offers the perfect blend of data management, client communication, and business operations – with clear growth potential as the agency continues to scale. You’ll work directly with the owner to streamline operations that currently have $10,000-15,000 in potential revenue waiting to be processed.

Client Overview

Join a rapidly growing life insurance agency that has scaled consistently over the past 6-7 months and is expanding their team of agents. This dynamic agency processes 1-10 policy sales daily and is at a critical growth phase where administrative excellence directly impacts revenue and client retention. 

Schedule

Monday - Friday, 9:00 AM - 5:00 PM EST, with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Manage daily policy sales tracking and database updates for 1-10 policies per day
• Submit reports to remove sold clients from lead databases to prevent duplicate outreach
• Monitor and update policy payment statuses, documenting payment successes and failures
• Track and categorize reasons for policy cancellations, payment errors, and client issues
• Generate comprehensive Google Sheets reports providing revenue and business persistency insights
• Manage email communications and alerts regarding client payment issues and policy updates
• Conduct follow-up phone calls with clients who have missed payments or experienced payment errors
• Maintain accurate records and documentation of all client interactions and policy statuses
• Support book of business management to ensure client retention and satisfaction

Requirements

• 2-5 years of experience in administrative or customer service roles
• Strong proficiency with Google Sheets and data management systems
• Excellent numerical and analytical skills with attention to detail
• Comfortable making outbound phone calls and communicating professionally with clients

Qualifications

• Bonus if you have bookkeeping or accounting experience
• Familiarity with CRM systems (Ringy and GoHighLevel experience a plus)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.