Back Office Admin VA Life Insurance

Manage email inboxes for carrier and client communications
Monitor carrier notifications, pending requirements, policy updates, and potential policy lapses
Send policy packets and provide policy-related support to clients
Follow up with clients regarding missed payments and assist in resolving issues with insurance carriers
Support policy retention and conservation efforts
Coordinate policy replacement and cancellation requests with carriers and clients
Communicate with clients regarding outstanding requirements using GoHighLevel (GHL) and DocuSign
Track applications and maintain accurate records of policies and business submissions
Perform lead suppression tasks using Gmail and Axiums
Follow up on policy packet deliveries and request client referrals when appropriate
Provide additional administrative support as needed