Job Title: Life Insurance Policy Administration Specialist
The Bailey Group (TBG) is the national leader in providing life insurance for small business loans and has doubled in size in each of the past few years. We are seeking a Case Manager Administrative Assistant to join our team and support the mission of helping small business owners nationwide as we have for over 20 years. This is an extremely high paced office, and we are looking for a candidate who can quickly transition into this role.
POSITION SUMMARY
The Policy Administration Specialist is responsible for the maintenance of New Business and inforce business. The role requires engaging in frequent communication with clients, Regional Vice Presidents, life insurance carriers and other internal resources.
RESPONSIBILITIES INCLUDE:
Assist clients in signing final documents needed for their SBA loan.
Assist clients with the initial premium payment.
Facilitating the recording of the Collateral Assignment documents.
Submitting all closing documents to the lender, client, Regional Vice Presidents
Experienced in customer service, including telephone helpline and correspondence to clients and relationship managers.
Strong clients focus and service-oriented attitude.
BASIC QUALIFICATIONS:
Minimum of 2 years of work experience in a sales support or back-office function in a bank or life insurance company
Proficient in Microsoft Office (Excel, Word, Outlook)
Must be able to pass a drug test and federal and state background checks
Experience using Customer Relationship Management Software, preferably in Salesforce
EDUCATION:
High School or equivalent
Job Type: Full-time
Pay: $17.00 - $19.00 per hour
Join our team as an Life Insurance Policy Administration Specialist and contribute to our mission of providing top-notch insurance solutions to our clients. If you are passionate about the insurance industry and possess the required skills, we look forward to reviewing your application.
Job Types: Full-time, Permanent
Pay: $17.00 - $19.00 per hour
Expected hours: 40 per week
Benefits:
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
Weekly day range:
Work setting:
Experience:
- Salesforce: 2 years (Preferred)
Ability to Commute:
- Tampa, FL 33607 (Required)
Ability to Relocate:
- Tampa, FL 33607: Relocate before starting work (Required)
Work Location: In person