Job Description

Job Description

Job Description

We are seeking a detail-oriented Administrative Assistant (Insurance background preferred) in Riverside County area.

The ideal candidate will have:

• Experience handling confidential information
• Understand insurance industry terms
• Have some experience with the insurance policy process
• Excellent Data Entry skills
• Excellent customer service skills
• Excellent Phone Skills
• Can set a schedule and manage agent appointments
• Understand and comply with industry compliance guidelines.

Location : Hybrid (Remote + Riverside County)

- (80%) Work from home

- (20%) Riverside County locations

Company : New York Life

Department : Life Insurance

Position Type : Part-time

Compensation : $20 - 27 per hour (based on experience and qualifications) + Quarterly Bonus + Benefits

$20 - $27 hourly

• Verify client information and ensure all required documents are in the client's online files.
• Maintain detailed records of policy applications and underwriting submissions.
• Work closely with the agent to facilitate case processing.
• Handle confidential client information. You will be required to sign a confidentiality statement.
• Generate reports and track case statuses as needed.

Required Qualifications

• 2+ years of experience in an insurance administrative role (life insurance preferred).
• Some Knowledge of the insurance underwriting process.
• Some Understanding of compliance regulations.
• Excellent data entry skills with high attention to detail.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Preferred Qualifications:

• General Knowledge of California insurance regulations.
• Previous experience supporting underwriting or policy processing.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.

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