Individual Insurance administration specialists use Excel, Docu Sign, 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 recent 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 advantages
Working knowledge of Excel, Docu Sign, and Copilot
Solid attention to detail and organized file management
Bring individual insurance knowledge, accurate administration, and application coordination to People Corporation's advisor support operations.
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