LeadingEdge Personnel ยท 1 week ago
Administrative Assistant - Life Insurance Support
San Antonio, TX
Full-time
Onsite
Entry Level
$22/hr - $27/hr
2+ years expLeadingEdge Personnel is seeking an Administrative Assistant to provide support to a life insurance agent. The role involves managing administrative tasks, supporting life insurance processing, and ensuring compliance with regulatory requirements.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Provide daily administrative support for life insurance sales and servicing activities
Manage calendars, schedule appointments, and coordinate client meetings
Prepare and process life insurance applications, policy documents, and sales materials
Maintain accurate and organized electronic and paper client files
Handle incoming and outgoing communications with clients and insurance carriers
Support the full life insurance policy lifecycle, from application submission through policy issuance
Track pending applications and follow up with carriers on underwriting requirements and status updates
Review applications and documentation for accuracy, completeness, and compliance
Assist with policy changes, servicing requests, and claims support as needed
Maintain sales and policy tracking reports using Microsoft Excel
Utilize Excel functions, including VLOOKUP, to reconcile client data, track applications, and manage policy information
Support reporting, pipeline tracking, and administrative audits
Ensure all documentation complies with regulatory and carrier requirements
Maintain strict confidentiality of all client and business information
Qualification
Required
High school diploma required; associate or bachelor's degree preferred
2+ years of administrative experience supporting life insurance operations (required)
Strong knowledge of life insurance products, terminology, and processes
Advanced proficiency in Microsoft Excel, including VLOOKUP (required)
Strong organizational, multitasking, and time-management skills
Excellent written and verbal communication skills
Ability to work independently and handle confidential information with discretion
Preferred
Experience with CRM or agency management systems (e.g., AgencyBloc) preferred
Life & Health Insurance license preferred or willingness to obtain
Company
LeadingEdge Personnel
LeadingEdge Personnel is a staffing agency that provides Administrative, Temp to Hire, Direct Hire, Human Resources, and Customer Service.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase