Life Insurance Administrative Virtual Assistant

** PLEASE READ LIFE INSURANCE EXPERIENCE REQUIRED **

**Company:** Beacon Global Operations
**Position:** Life Insurance Administrative Virtual Assistant
**Work Type:** Remote

## About Beacon

Beacon Global Operations provides specialized back-office administrative support to life insurance brokers and agencies across the United States.

Our Administrative VAs help brokers manage the work that happens **after a life insurance application is submitted**, including pending requirements, carrier follow-up, policy delivery, client documentation, and book-of-business administration.

## REQUIRED: LIFE INSURANCE EXPERIENCE

**Previous life insurance experience is required for this position.**

We are specifically looking for candidates who have worked with **U.S.-based life insurance agents, brokers, agencies, IMOs/FMOs, or life insurance carriers** and understand the life insurance application and underwriting process.

You should already be familiar with concepts such as:

* Pending requirements
* Carrier portals
* Application status
* Underwriting requirements
* Policy issue and placement
* Policy packets
* Beneficiary and ownership information
* Bank drafts and payment information
* Client documentation
* Policy conservation and lapse prevention

**Experience in other industries does not substitute for life insurance experience.**

General VA, real estate, healthcare, customer service, appointment setting, or administrative experience alone will **not** qualify you for this position.

## Responsibilities

Your primary responsibility will be helping life insurance brokers manage their post-sale administrative workload.

Typical tasks include:

* Checking carrier portals for application and policy updates
* Reviewing and completing **pending requirements**
* Following up with clients for missing documents, signatures, banking information, identification, or other requirements
* Following up with carriers regarding outstanding cases
* Tracking applications from submission through issue and placement
* Sending and following up on **policy packets**
* Confirming clients have received required policy documents
* Assisting with policy delivery requirements
* Monitoring policies that may be at risk of lapsing or cancelling
* Assisting with policy conservation and administrative follow-up
* Updating case notes and client records
* Maintaining accurate task and policy statuses
* Suppressing leads after applications or sales when required
* Updating CRM records and client information
* Organizing documents and maintaining accurate case files
* Communicating clearly with brokers regarding outstanding requirements and case updates
* Completing other life-insurance-related back-office administrative tasks

## What We Expect

We are looking for someone who understands that outstanding requirements can directly impact whether a life insurance policy gets issued and placed.

You must be:

* Highly organized
* Detail-oriented
* Comfortable managing multiple insurance cases at once
* Proactive about following up on outstanding requirements
* Able to identify cases that require urgent attention
* Comfortable navigating multiple carrier websites and portals
* Able to communicate professionally with clients, brokers, and carriers
* Consistent with documenting your work
* Comfortable following established SOPs and workflows
* Responsible when handling confidential client information

You should not need to be taught the basics of how a life insurance application moves through underwriting.

## Qualifications

**Required:**

* Previous professional experience in the **U.S. life insurance industry**
* Experience working with life insurance applications and pending requirements
* Experience using life insurance carrier portals
* Understanding of the application → underwriting → issue → placement process
* Strong written and spoken English
* Strong attention to detail
* Reliable computer and internet connection
* Ability to follow standardized procedures and maintain accurate records

Experience with tools such as **GoHighLevel (GHL), CRMs, electronic signature platforms, password managers, and task-management systems** is helpful, but life insurance experience is the primary requirement.

## Important

This is **not a cold-calling or insurance sales position**.

Beacon Administrative VAs focus primarily on **post-sale operations and administrative support** so that licensed brokers can focus on selling and advising their clients.

### To Apply

Please include the following in your application:

1. How many years of life insurance experience you have.
2. What company, agency, IMO/FMO, or insurance organization you worked with.
3. Your specific responsibilities in that role.
4. Which life insurance carriers you have experience working with.
5. Your experience handling **pending requirements**.
6. Which carrier portals, CRMs, and insurance systems you have used.

**Applications without previous life insurance experience will not be considered.**