Highly Skilled: Life Insurance Policy Service Admin

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

Full Time

SALARY

$6/hr. + (depending on exper)

HOURS PER WEEK

40

DATE UPDATED

Jul 18, 2026

JOB OVERVIEW

*If experienced, willing to pay more - send your proposed rate.

I am an independent life insurance broker seeking a highly experienced Virtual Assistant who has worked with life insurance agents and understands the day-to-day operations of managing a book of business.

Right now, too much of my time is spent handling administrative work, checking carrier portals, solving policy issues, and putting out fires instead of focusing on sales and client acquisition. I need someone who can take ownership of operations and help keep everything running smoothly.

Responsibilities include:

Managing and monitoring multiple carrier portals
Tracking pending business and following up on outstanding requirements
Calling carrier home offices to resolve underwriting, policy, and service issues
Contacting clients regarding signatures, requirements, policy updates, and service needs
Problem-solving policy issues independently and proactively
Organizing and maintaining CRM records
Assisting with email management and administrative tasks
Helping customize and optimize Go High Level (GHL) workflows, automations, and pipelines
Building systems to automate common policy events, follow-ups, and service processes
Identifying inefficiencies and recommending better operational procedures

The ideal candidate:

Has extensive experience working with life insurance brokers, agencies, or IMOs
Understands underwriting, pending business, carrier processes, and policy servicing
Is highly resourceful and an excellent problem solver
Can work independently with minimal supervision
Has strong communication skills with both clients and carrier representatives
Is proficient with Go High Level and business automation
Thinks like an operations manager, not just an administrative assistant

I am looking for a long-term partner who can help me build systems, manage operations, and free up my time so I can focus on what I do bestselling and serving clients.

If you have significant experience supporting life insurance professionals and can provide examples of the systems or processes you've helped implement, I would love to speak with you.

SKILL REQUIREMENT
Customer Service Organization Problem Solving
VIEW OTHER JOB POSTS FROM:
SHARE THIS POST
facebook linkedin
  BENCHMARKS  
Loading Time: Base Classes  0.0008
Controller Execution Time ( Jobseekers / Job )  0.0135
Total Execution Time  0.0149
  GET DATA  
No GET data exists
  MEMORY USAGE  
1,485,216 bytes
  POST DATA  
No POST data exists
  URI STRING  
jobseekers/job/Highly-Skilled-Life-Insurance-Policy-Service-Admin-1691745
  CLASS/METHOD  
jobseekers/job
  DATABASE:  onlinejobs (Jobseekers:$db)   QUERIES: 13 (0.0053 seconds)  (Hide)
0.0003   SELECT *
                                FROM exrates
                                WHERE rate_name = 'USD-PHP' 
0.0003   SELECT *
FROM `employer_jobs`
WHERE `job_id` = 1691745
 LIMIT 1 
0.0003   SELECT *
FROM `employers`
WHERE `employer_id` = 939321
 LIMIT 1 
0.0003   SELECT COUNT(*) AS `numrows`
FROM `t_thread` `t`
LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id`
WHERE `t`.`job_id` = 1691745
AND `misc`.`id` IS NULL 
0.0004   SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-07-21',ej.date_added) duration_days, DATEDIFF('2026-07-21',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND
                                   ((e.user_level >= '500' AND ej.date_added <= e.rebill_date)
                                   OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-07-21',ej.date_added) <= 14 ))
                                   AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1691745' 
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1691745 
0.0007   UPDATE employer_jobs SET hit_counts = '***Jul-18-2026=660***Jul-19-2026=14***Jul-21-2026=1' WHERE job_id= '1691745'  
0.0006   UPDATE employer_jobs SET monthly_hits = '***Jul-2026=674' WHERE job_id= '1691745'  
0.0004   SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1691745' AND status LIKE 'sent%' ORDER BY id DESC  
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1691745 
0.0008   SELECT COUNT(*) AS `numrows`
FROM `employer_jobs`
WHERE `employer_id` = '939321'
AND `date_added` >= '2022-06-08' 
0.0003   select * from teasers 
0.0002   SELECT * FROM skill_categories WHERE skill_cat_id='' 
  HTTP HEADERS  (Show)
  SESSION DATA  (Show)
  CONFIG VARIABLES  (Show)