Life Insurance Processor/Admin

Title: Life Insurance Processor/Admin Tasks: - Document preparation and submission Requirements: - Extensive knowledge and experience in the insurance industry - Ability to handle data entry and verification - Excellent customer service and support skills Turnaround Time: - Tasks should be completed within 24 hours Ideal Skills and Experience: - Previous experience as a life insurance processor/admin - Strong attention to detail - Proficiency in data entry and document management software - Excellent communication skills to provide customer support Note: We are looking for a highly skilled and experienced freelancer who can efficiently handle document preparation and submission tasks in the life insurance industry. The ideal candidate should have extensive knowledge and experience in the insurance industry, along with the ability to provide excellent customer service and support. The tasks should be completed within 24 hours with utmost accuracy and efficiency. Fixed Bi-Weekly salary PLUS Quarterly Team BONUSES that can DOUBLE your income! Full-time/flexible (~40 hours weekly) position, ~8a-5p Pacific. Are you experienced as a life insurance processor? Are you currently or previously insurance licensed locally? Do you love being a remote ‘back office support’ for financial hunters? We need to talk! Life Insurance Admin/Processor Wanted! Meet Our Founder: [login to view URL] Meet Our Team: [login to view URL] Tour Our Home Office: [login to view URL] CRITICAL: 1. READ ALL the job details, 2. READ the 'Deal Killer' requirements! 3. SHOOT YOUR intro video & send your share link with your CV/Resume: Via Google: [login to view URL] Via Microsoft: https://support.microsoft.com/en-us/office/share-onedrive-files-and-folders-9fcc2f7d-de0c-4cec-93b0-a82024800c07#ID0EDBJ=Share_with_%22Copy_link%22 Via Apple: [login to view URL] Via Dropbox: [login to view URL] 4. Our business is entirely phone & Zoom, so We *EXCLUSIVELY* start interviews & applications from Video Tell us who you are, where are you from, what’s your story. (Bragging is completely OK! We WANT to agree that you are amazing) We keep our clients rich, We teach and support YOU to GROW rich… (Does THAT fit with who YOU are? WHY?) This is an “organizational obsessive/compulsive detail-freak position.” • New life insurance policy processing • Take raw data gathered by advisors, organize it, file save it, • Enter it to build digital application forms, • During U.S. 8a – 5p Pacific Business Hours, call financial companies (including conference calling or Zooms, with clients) to chase trailing documentation, • Keep checklists clean and in order, and track tasks on a pipeline calendar, • Confirm and follow up on money moving from old accounts to new accounts, • Report achievements, milestones, and task delays or blockage at the end of every day, • Support and grow with us! REQUIRED: Strong, Comfortable, Conversational English... this position is a Phone & Zoom position talking to Americans constantly. REQUIRED: 3 Years' prior experience processing life insurance, and/or investments. REQUIRED: A personal drive to succeed personally, professionally, and financially REQUIRED: Self-Introductory Video Our culture is casual/informal and friendly, but very results focused, and serious about the success of our clients and our team. You’ll be managing a processing pipeline up to 50 cases in various stages of completion. The mission of everyone on our team is to do whatever it takes to succeed. YOUR Everyday Super-Powers; • You're polite, but RELENTLESS in chasing down details from others. • You are high energy, optimistic, and driven to succeed. • You are a self-driven investigator and problem-solver! • You have a strong work ethic. (Details kneel in your presence!) • You LOVE playing on a TEAM that makes real differences in peoples’ lives • You LOVE creating order out of chaos, (when others get overwhelmed, you ATTACK!) • You are a Time, Control, and Detail freak! • You LOVE everything ON time, and IN place! • You are a fast learner and never afraid to ask ANY kind of questions • You have a healthy sense of humor and social flexibility • You LOVE working with the wealthy, because YOU want to become one yourself! Qualifications • (Required) 3+ years life insurance admin experience. • (Required) *Freaky* Attention to Detail, Hustle, & Hunger. • (Required) Google Apps, Calendar, Sheets, & Docs. • (Required) Microsoft Outlook, PowerPoint, Excel and Word. • (preferred) Your Time Zone is in the Americas • (preferred) CRM experience (Redtail, Salesforce, Wealthbox, or equivalent.) • (preferred) Current or previous Local/Home jurisdiction professional license. (examples: Insurance, Investments, Accounting, Law.) • (preferred) University Degree. Experience trumps degrees. We respect real world experience. RESPECT YOUR TIME:  REQUIRED: Your intro video. Upload Methods: o Via Apple: [login to view URL] o Via Google: [login to view URL] o Via Microsoft: https://support.microsoft.com/en-us/office/share-onedrive-files-and-folders-9fcc2f7d-de0c-4cec-93b0-a82024800c07#ID0EDBJ=Share_with_%22Copy_link%22 o Via Dropbox: [login to view URL] • REQUIRED: 2 professional references. • REQUIRED: Background checks (we will order upon offer.) Keywords: #Insurance, #Processing, #Retirement, #Advisors, #Financial Services