Client Services Administrative Assistant

Our client is an asset management firm. They seek a Client Services Administrative Assistant to join their Syosset, NY office.ResponsibilitiesManage life insurance applications from submission to issuanceEnsure applications are accurate, and track their progress with carriersCommunicate with clients to address questions and requirementsWork with insurance carriers to track underwriting and resolve issuesMaintain and verify records accuracy in the CRM systemUphold compliance with regulatory standards and perform quality checksCollaborate with agents on application prep and client illustrationsProvide training and support for new team membersRequirementsBachelors degree in business/finance2+ years of insurance/financial services experienceFamiliar with life insurance and underwritingOrganized, analytical, and detail-orientedExcellent written and verbal communication skillsSkilled in MS Office Suite and CRM systems***** 17499

Created: 2025-03-09