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Life & Health Assistant

We are looking for a part-time, hybrid, Life & Health Assistant to provide administrative support to our Life & Health Department Manager. Preferable if you are located in the Greater Houston area.

Scope of Responsibilities – Executive Assistant / Insurance Operations Support

The purpose of this role is to provide administrative and operational support across all areas of SIG Life & Health insurance practice while developing the knowledge and skills necessary to independently assist with client service, case management, and ongoing account maintenance.

Group Medical Insurance

• Develop a thorough understanding of group medical insurance carriers, products, and underwriting requirements.
• Provide administrative support throughout the implementation of new group medical plans.
• Obtain outstanding information requested by carrier representatives to ensure timely case installation.
• Provide ongoing service support to employer groups after implementation, including:
  • Assisting with ID card requests
  • Processing employee additions and terminations
  • Resolving billing issues
  • Coordinating with carriers on eligibility and administrative matters
  • Responding to client service requests as they arise

Group Ancillary Benefits

• Learn ancillary insurance products and carrier offerings, including dental, vision, life, disability income (DI), and other voluntary benefits.
• Assist with preparing quotes and implementing ancillary benefit plans for employer groups.
• Coordinate with carriers to ensure accurate and timely case processing.

Group Renewals

• Assist with the annual renewal process for my Small Group Insurance (SIG) book of business.
• Gather renewal information and assist with marketing renewal opportunities.
• Coordinate renewal presentations and schedule meetings with employer groups.
• Track renewal deadlines and ensure all necessary documentation is completed on time.

Individual Life Insurance & Long-Term Care (LTC)

• Become knowledgeable about our life insurance carriers, products, and General Agencies (GAs).
• Prepare life insurance and long-term care applications following the sale.
• Work closely with underwriters throughout the underwriting and approval process.
• Monitor outstanding requirements and communicate updates to clients as needed.

Medicare

• Assist with quoting and completing applications for Blue Cross Blue Shield (BCBS) Medicare Supplement Plan G and other Medicare products as appropriate.
• Ensure applications are complete and submitted accurately.
• Assist with follow-up requirements during the enrollment process.

Calendar & Meeting Management

• Maintain and organize my calendar.
• Schedule client meetings, renewal appointments, and carrier calls.
• Coordinate meeting logistics and appointment reminders.

Client Service & Office Coverage

• Serve as a primary point of contact when I am traveling or otherwise unavailable.
• Ensure clients, prospects, carriers, and business partners receive prompt and professional responses.
• Triage requests, resolve routine issues independently when appropriate, and communicate urgent matters requiring my attention.
• Help maintain continuity of service to ensure a high level of client satisfaction.

Professional Development

• Continuously expand knowledge of insurance products, carrier procedures, compliance requirements, and agency operations.
• Develop the skills necessary to provide increasingly independent support across all areas of the business while maintaining exceptional client service standards.

Flexible work from home options available.

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?