Inforce service administrator & front desk coordinator
Core
Administrative support and front desk coordination for life insurance advisors and carriers, managing service inquiries throughout the policy lifecycle.
Role type
Inforce service administrator & front desk coordinator
Builds
Operational support for independent financial advisors and insurance carriers
Domain
Life insurance and wealth management
Deliverable
client delivery
Required skills
Life insurance industry experience, MS Office Suite proficiency, problem analysis, administrative guidance
Preferred skills
Financial industry knowledge
Responsibilities
Liaise between policyholders, advisors, and carriers; handle service inquiries; perform light reception duties including greeting walk-ins and mail handling
Seniority
Junior, 1-2 years experience
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