Description

You will support daily operations for the underwriting and agent teams.

This role is hybrid.

Responsibilities

• Support daily operations using Microsoft Office Suite and Salesforce.
• Manage and track Request for Proposals (RFPs) for Underwriting teams.
• Verify agent licensing and compliance documentation.
• Follow up on missing paperwork to ensure complete submissions.
• Respond to agent inquiries via business email and assist with special projects.

Required Skills

• 5+ years of relevant experience.
• Bachelor's degree.
• Proficiency in Microsoft Office Suite, specifically Excel.
• Familiarity with Salesforce and web-based tracking tools.
• Strong written and verbal communication skills.
• Detail-oriented, organized, and able to multitask effectively.
• Working knowledge of SharePoint.

Preferred Skills

• Experience in Life Insurance or Financial Services.

Key Skills

Education

Bachelor's degree