Individual Insurance administration specialists use Excel, DocuSign, and Copilot to manage client service requests and accurate documentation. This position supports advisors and insurance operations.
People Corporation seeks an administrative professional with individual insurance experience. You will prepare applications, coordinate with clients, carriers, and internal stakeholders, and maintain organized records. The work includes underwriting follow-up, advisor support, compliance, reporting, and process improvement.
Key Responsibilities:
- Process client service requests and prepare correspondence
- Coordinate inquiries with clients, carriers, and stakeholders
- Prepare and submit complete new business applications
- Monitor underwriting requirements and approval progress
- Maintain records, reporting, and data tracking
Requirements:
- Two or more years of administrative experience
- Individual Insurance experience is required
- Experience in insurance, wealth management, financial services, or benefits
- Working knowledge of Excel, DocuSign, and Copilot
- Robust attention to detail and organized file management
Bring individual insurance knowledge, accurate administration, and application coordination to People Corporation's advisor support operations.