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Life Insurance Administrative Coordinator

2 months ago

Hackensack, New Jersey, United States Advanced Wealth Partners Full time

Position Overview

We are looking for a detail-oriented and proactive individual to join our organization as a Premium Financing Life Insurance (PFLI) Administrative Coordinator. This full-time role involves collaborating closely with our PFLI specialist to oversee a variety of administrative and promotional activities. The ideal candidate will serve as a liaison between agents and our team, facilitating effective communication and ensuring a smooth operational flow. Furthermore, the coordinator will provide personal assistance to the PFLI specialist in managing a substantial volume of transactions.

Key Responsibilities

  • Organize and manage documentation related to PFLI transactions
  • Act as a liaison between agents and our internal team
  • Support marketing initiatives, including the creation and management of promotional materials
  • Offer personal assistance to the PFLI specialist, encompassing scheduling and administrative tasks
  • Coordinate meetings, calls, and other communications with clients and agents
  • Handle sensitive information with confidentiality and professionalism
  • Maintain precise records and databases
  • Perform additional duties as required