Life Insurance Assistant / Admin

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: TYPE OF WORK

Part Time

: SALARY

[$5/hr or $500+/month + bonuses]

: HOURS PER WEEK

25

: DATE UPDATED

Oct 14, 2026

JOB OVERVIEW

Part-Time| Remote | [$5/hr or $500/month + bonuses on performance.]

I’m a new agency, but I already have a lot of business. I’m issuing 30–50 policies a month and growing, so I need someone who’s ready to go from day one. This is not an entry-level role. You should already know how life insurance admin works, need minimal training, and be comfortable handling high volume in a fast-moving environment.

What you’ll do.
Manage leads: call, text, and email leads, set appointments, and run follow-ups
Keep the CRM clean and up to date (notes, stages, tasks, pipelines)
Submit applications on carrier portals and track pending cases through underwriting
Chase requirements: e-signatures, paramed exams, APS requests, missing info
Handle client service: beneficiary and address changes, billing issues, payment failures, and lapse prevention
Track commissions, chargebacks, and persistency
Assist with carrier contracting, appointments, and license/CE renewals
Manage my inbox and calendar
Send a daily end-of-day report on what got done and what’s pending
Take on whatever else comes up in the business. Workload and priorities change fast, and you need to roll with it
Outside of insurance

You may also be asked to help with work outside the insurance business, such as homework, paperwork, and other admin tasks as needed.

Requirements
6+ Months of experience as a life insurance VA or admin (final expense, term, IUL, or mortgage protection)
Comfortable managing high volume: 30–50 issued policies a month, plus the pending pipeline behind them
Experience with carrier portals and insurance CRMs (e.g., GoHighLevel, Ringy, Salesforce, or similar)
Fluent English, spoken and written, comfortable on the phone with US clients
Reliable internet, backup power, quiet workspace
Available [X hours] Eastern Time, Monday through Friday, with flexibility for extra hours when needed
Responds to messages within 15–30 minutes during working hours
Proactive. You see what needs to be done and do it without being chased

How to apply

Start your application with the words “Ready to work” so I know you read this. Then include:

Which carriers and CRMs you’ve worked with
How long you’ve done life insurance admin, and for what type of agency
Your experience handling high-volume case loads
A 1–2 minute voice recording introducing yourself

SKILL REQUIREMENT

Office and Administration English Speaking Personal Assistant

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Life Insurance Assistant / Admin

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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