Office Manager / Executive Assistant - Life Insurance

Office Manager / Executive Assistant – Life Insurance

Brooklyn, NY–Full time in office

100 – 150k DOE

Full time in office

About the Role:

An established Life Insurance Agency in Boro Park is seeking an experienced Office Manager/Executive Assistant to support daily operations while managing new business cases. This role combines traditional office management responsibilities with the specialized tasks of coordinating life insurance case management. The ideal candidate will have a positive attitude, strong communication skills, and the ability to handle both administrative and client-facing duties effectively.

Key Responsibilities:

• Office Operations: Manage the daily operations of the office, including organizing schedules, and handling phone calls.
• Executive Support: Provide administrative assistance to senior management, including scheduling meetings, preparing documents, and handling confidential correspondence.
• Client Liaison: Communicate directly with high-net-worth clients, assisting them in navigating their personal financials and medical history throughout the application process.
• Team Coordination: Collaborate with the internal team to manage case workflows, ensuring follow-through and timely progression of cases.
• Problem-Solving: Proactively identify issues with cases or office operations and take the necessary steps to resolve them.
• Client Experience: Provide a positive experience for clients by maintaining clear communication and addressing concerns promptly.

Requirements:

• Experience: Prior experience in office management or executive assistance with exposure to life insurance or financial services is a plus.
• Strong Follow-Through: Proven ability to manage tasks and cases with a high level of organization and attention to detail.
• Excellent Communication Skills: Strong verbal and written communication, particularly when interacting with clients and team members.
• Positive and Team-Oriented: A team player who brings a positive attitude to every interaction and collaborates effectively with colleagues.
• Problem-Solving: Ability to think critically and find solutions to challenges while ensuring smooth operations and a high level of client satisfaction.
• Multitasking Ability: Comfortable managing multiple tasks and priorities in a fast-paced environment.
• Attention to Detail: Observant and intuitive, ensuring all aspects of client cases and office operations are handled with precision.

Email resume to: yanky@maiplacement.com