Insurance Administrator

LADL Assistant

Position Summary and Responsibilities

The LADL Assistant will be responsible for providing timely administration of all New Business processing functions additional administrative support and office management.

Responsibilities of the LADL Assistant are not limited to the below:

Sales Support

• Competitive support and research assistance.
• Ensure service support of traditional and nontraditional products.
• Data entry for all new and existing clients and households.
• Set up clients in I360.
• Prepare Annual Insurance Reviews by completing any necessary inforce or presale illustrations comparison spreadsheets and any other documents.
• Opening of investment accounts.
• Administer licensing and contracting support and maintain all licensing renewals.
• Download vouchers and assist agents with any commission discrepancies.
• Facilitate transition of new producers and staff. Prepare new hire documents request system access etc.
• Run reports i.e. commission allowance production service etc.
• Maintain files.

New Business Life/DI

• Provide timely administration for all New Business processing functions.
• Ensure applications are prepared accurately whether submitting electronically or wet signed.
• Schedule exams order medical records and submit any necessary payments and reimbursement requests.
• Timely case management monitoring and followup through the processing cycle from submission to the reporting and delivery of policies.
• Liaison for Agency New Business.
• Provide effective New Business/underwriting training for agents and support staff as well as provide continued support.
• Generate sales illustrations in a timely and accurate manner.

Office Management

• Receive and open mail daily.
• Ensure that all office spaces are clean and orderly.
• Order and maintain inventory of office all other supplies and current promotional material.
• Assume responsibility for maintenance and if applicable the leasing of office equipment.
• Communications and planning of events i.e. birthdays parties etc.
• Schedule service and /or deliveries.
• AP/AR of accounts.
• Generate memos emails and reports when needed.
• Maintain documents for tax purposes.

Client Services

• Answer incoming calls greet clients and assume other receptionist duties as needed.
• Handle client service calls as needed.
• Process Post Client Service needs i.e. bank draft changes beneficiary/owner changes etc.

Candidate Qualifications

• Strong communication skills both written and verbal.
• Able to deal well with ambiguity shifting priorities.
• Ability to effectively collaborate across the agency and multiple disciplines.
• Effective time management: ability to delegate effectively and set standards for activity management.
• Detail oriented and comfortable in a fastpaced environment.
• Proficiency in MS Office.