Life Insurance Administrator - REMOTE

Posted 17 April by Appointed ltd

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My client is a online platform specialising in financial services for businesses, they provide tailored solutions and support to businesses of all sizes, helping them navigate the complexities of the financial landscape. This includes securing loans, managing insurance needs and optimising financial strategies.

They are seeking a fully remote Life Insurance Administrator to support advisers and engage with warm leads. To coordinate with doctors' offices, insurers, and handling post-sale paperwor and speak with customers who have inquired about life insurance and arranging appointments.

This is a fully home based role paying £25,000.00-£30,000.00 per year + Company pension and monthy bonus.

Ideal candidates will have life insuracne administration experiecne, be confident in their abilities, a team player and have excellent communication skills both written and verbal. There is growth potential to become an adviser or manage your own admin team for the right candidate who has experience in booking B2B/B2C appointments within the life insurance sector.

Responsibilities:

- Perform general administrative duties such as answering phone calls, responding to emails, and managing correspondence

- Maintain accurate records and files

- Assist in scheduling appointments and meetings

- Prepare and distribute memos, letters, and other documents

- Conduct data entry and maintain databases

- Provide support to brokering team members as needed

Required skills

  • Administrative Support
  • B2B
  • Communication Skills
  • Financial Services
  • Health Insurance
  • Insurance
  • Life Insurance
  • Appointment Making
  • Group Life
  • B2C

Application question

Do you have life insurance experience?

Reference: 52491701

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