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Life Insurance Assistant Jobs in Ohio (NOW HIRING)

Lone Star Careers

Remote Life Insurance Agent

Dayton, OH · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Lone Star Careers

Remote Life Insurance Agent

Toledo, OH · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Lone Star Careers

Remote Life Insurance Agent

Akron, OH · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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Life Insurance Assistant information

What is a life insurance assistant?

Life Insurance Assistants are administrative professionals who support life insurance agents, brokers, or agencies with various tasks. Their responsibilities often include processing policy applications, handling customer inquiries, maintaining client records, and assisting with claims paperwork. They play a key role in ensuring smooth operations and excellent customer service within a life insurance office. By managing administrative duties, they help licensed agents focus on selling policies and advising clients.

What are the key skills and qualifications needed to thrive as a life insurance assistant, and why are they important?

To thrive as a Life Insurance Assistant, you need a solid understanding of insurance processes, attention to detail, and strong organizational skills, usually supported by a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, document management systems, and office productivity tools is typically required. Exceptional communication, multitasking, and problem-solving abilities help you effectively support agents and clients. These qualities are crucial for ensuring accurate policy processing, efficient client service, and smooth agency operations.

What are some common challenges faced by life insurance assistants, and how can they be managed effectively?

Life Insurance Assistants often juggle multiple administrative tasks, such as processing applications, managing client records, and coordinating with underwriters and agents. One common challenge is ensuring accuracy and compliance with strict regulatory procedures, which can be managed by developing strong attention to detail and following standardized workflows. Additionally, handling sensitive client information requires discretion and excellent communication skills. Staying organized and proactively seeking clarification from team members can help overcome these challenges and contribute to a smooth workflow.

What is the difference between Life Insurance Assistant vs Insurance Agent?

AspectLife Insurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some certifications may be preferredRequires state licensing and insurance certifications
Work EnvironmentOffice-based, supporting insurance sales teamsFieldwork and client meetings, sales-focused
Employer & Industry UsageInsurance companies, brokerages, agenciesIndependent or company-employed, sales-driven

While both roles support the insurance industry, a Life Insurance Assistant primarily handles administrative tasks and supports agents, often without licensing requirements. An Insurance Agent actively sells policies, requires licensing, and interacts directly with clients. The roles differ mainly in responsibilities and licensing needs, but both are essential in the insurance sales process.

What are the most commonly searched types of Life Insurance jobs in Ohio?

The most popular types of Life Insurance jobs in Ohio are:

What are popular job titles related to Life Insurance Assistant jobs in Ohio?

For Life Insurance Assistant jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Life Insurance Assistant jobs in Ohio look for?

The top searched job categories for Life Insurance Assistant jobs in Ohio are:

What cities in Ohio are hiring for Life Insurance Assistant jobs?

Cities in Ohio with the most Life Insurance Assistant job openings:

Life Insurance Assistant jobs near you
Infographic showing various Life Insurance Assistant job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Commercial Insurance assistant account manager

Paige & Byrnes Insurance

Warren, OH • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Welcome to Paige & Byrnes Insurance, where we believe in building strong relationships and providing exceptional service to our commercial clients right here in Warren, Ohio. We're a dedicated team focused on understanding the unique needs of businesses and offering tailored insurance solutions that offer real peace of mind. If you're someone who thrives on organization, enjoys helping others, and has a knack for understanding the details, you might be exactly who we're looking for. As a Commercial Insurance Assistant Account Manager, you'll be an integral part of our success, working closely with our seasoned Account Managers to support our valued clients. You'll gain invaluable experience in the commercial insurance world, contributing directly to client satisfaction and agency growth. We foster a collaborative and supportive environment where your contributions are recognized and appreciated. Join us and become a key player in protecting the businesses that drive our community forward.


Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off


Responsibilities

Provide day-to-day support to Account Managers for a portfolio of commercial insurance clients.

Assist with the renewal process, including gathering client information and preparing quote comparisons.

Handle client inquiries regarding billing, policy changes, and coverage details with professionalism.

Process policy endorsements, certificates of insurance, and other relevant documentation accurately.

Maintain client files and databases, ensuring all information is up-to-date and organized.

Liaise with insurance carriers to obtain quotes, clarify policy information, and resolve issues.

Support the sales team by preparing proposals and marketing materials.


Requirements

Prior experience in an insurance agency would be beneficial, but not required.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Excellent organizational and time management skills.

Strong written and verbal communication abilities.

A keen eye for detail and accuracy.

Ability to work independently and as part of a team.