Administrative Assistant

Job Description

Job Description

We are looking for a skilled and detail-oriented Administrative Assistant to join our team in Oklahoma City, Oklahoma. This Contract-to-Permanent position offers the opportunity to work in a collaborative and organized environment while supporting essential back-office operations. The ideal candidate will bring expertise in administrative tasks and familiarity with life insurance, annuities, and IRAs.

Responsibilities :

• Process and verify applications for life insurance, annuities, and IRAs to ensure accuracy and completeness.
• Maintain and update detailed records of client policies and transactions in internal systems.
• Communicate with agents, clients, and carriers to gather missing information and resolve discrepancies in applications.
• Assist with policy servicing tasks, including updating beneficiaries, processing payments, and making policy changes.
• Prepare reports and track the progress of pending applications to ensure compliance with company and regulatory standards.
• Perform general administrative duties such as data entry, document preparation, and file management.
• Provide support to management and team members for day-to-day office operations.
• Handle inbound calls and inquiries in a courteous and efficient manner.
• Ensure all documentation is properly organized and compliant with company policies.
• Minimum of 3 years of experience in administrative roles, preferably within the life insurance or financial services industry.
• Proficiency in handling life insurance, annuity, and IRA products and processes.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Ability to multitask and prioritize effectively in a fast-paced work environment.
• Commitment to providing high-quality administrative support with a focus on detail and reliability.
• Dependable and capable of maintaining accuracy under pressure.