Admin Assistant

Job Position: Life Insurance Executive Assistant

Working Hours : 9am to 6pm PST Mondays to Fridays (Full Time)

About the Role:
As a Life Insurance Executive Assistant, you will play a key role in supporting high-level brokerage operations. You will assist with policy processing, client coordination, and administrative tasks — ensuring smooth day-to-day operations for one of the most successful brokers in the country.

Key Responsibilities:
- Process and manage life insurance policies, including Term and Annuity products
- Coordinate with insurance carriers, clients, and internal teams to ensure timely policy issuance
- Prepare and review insurance applications, forms, and documentation for accuracy
- Maintain organized records of policies, renewals, and client communications
- Schedule and attend virtual client meetings via Zoom as needed
- Draft professional correspondence, emails, and follow-up communications
- Track deadlines, renewals, and pending policy requirements
- Assist with data entry and CRM management
- Provide general executive-level administrative support to the broker
- Help agents get licensed in United States

Qualifications:
- Prior experience processing life insurance policies in the US market (Term and Annuities required)
- Strong understanding of life insurance products, underwriting processes, and carrier requirements
- Ability to work efficiently in a fast-paced, high-volume environment
- Excellent written and verbal communication skills in English
- Strong attention to detail and organizational skills
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and/or Google Workspace
- Experience with insurance CRM or agency management software is a plus
- Professional, client-facing demeanor with the ability to handle confidential information
- Self-motivated and able to manage tasks independently with minimal supervision

Technical Requirements:
- Personal computer or laptop in good working condition
- Working webcam (client Zoo ---------- etings may be required)
- Stable, high-speed internet connection
- Quiet, professional work environment suitable for virtual meetings
Candidates who can speak Mandarin is preferred but not required. We will pay more if you can speak Mandarin fluently.

To apply, please fill out the form. No Video or audio will be rejected automatically.

Google form: ----------