Job Highlights

Contract: Independent Contractor
Schedule: 40hours/week, Monday to Friday 9am-5pm
Client Timezone: Eastern Time (Florida)

Client Overview
Join a rapidly growing life insurance agency that has scaled consistently over the past 6-7 months and is expanding their team of agents. This dynamic agency processes 1-10 policy sales daily and is at a critical growth phase where administrative excellence directly impacts revenue and client retention. You’ll work directly with the agency owner in a fast-paced environment where your contributions make an immediate difference.

Job Description
You’ll be the administrative backbone of a thriving insurance agency, taking ownership of critical processes that keep revenue flowing and clients satisfied. This role offers the perfect blend of data management, client communication, and business operations – with clear growth potential as the agency continues to scale. You’ll work directly with the owner to streamline operations that currently have $10,000-15,000 in potential revenue waiting to be processed.

Responsibilities

• Manage daily policy sales tracking and database updates for 1-10 policies per day
• Submit reports to remove sold clients from lead databases to prevent duplicate outreach
• Monitor and update policy payment statuses, documenting payment successes and failures
• Track and categorize reasons for policy cancellations, payment errors, and client issues
• Generate comprehensive Google Sheets reports providing revenue and business persistency insights
• Manage email communications and alerts regarding client payment issues and policy updates
• Conduct follow-up phone calls with clients who have missed payments or experienced payment errors
• Maintain accurate records and documentation of all client interactions and policy statuses
• Support book of business management to ensure client retention and satisfaction

Requirements

• 2-5 years of experience in administrative or customer service roles
• Strong proficiency with Google Sheets and data management systems
• Excellent numerical and analytical skills with attention to detail
• Comfortable making outbound phone calls and communicating professionally with clients
• Reliable internet connection and professional phone communication skills
• Bonus if you have bookkeeping or accounting experience
• It helps if you’re familiar with CRM systems (Ringy and GoHighLevel experience a plus)
• You bring the ability to manage multiple tasks simultaneously in a fast-paced environment

Why Join This Team?

• Remote work flexibility with the freedom to work from anywhere
• Direct impact on a growing business where your work immediately affects revenue
• Growth potential from part-time to full-time as the agency scales
• Work directly with the agency owner in a collaborative, results-focused environment
• Performance-based opportunities for bonuses and raises
• Be part of a referral-driven business with strong industry connections

Apply now. Start helping.

Independent Contractor Perks

• HMO Coverage for eligible location
• Permanent work from home
• Immediate hiring
• Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Job ID: 44569079194