Life & Health Insurance Coordinator

Job Summary

Supporting the day-to-day operations of the Employee Benefits practice, the remote Assistant EB Operations Coordinator will manage carrier appointments, access requests, and legal document coordination while ensuring smooth workflow for Account Management and Sales teams.

Key Responsibilities

• Submit and track carrier appointment and contracting requests, maintaining accurate documentation and status updates
• Process carrier portal access requests and troubleshoot login issues for team members
• Coordinate legal and signature processes for carrier agreements, ensuring timely execution and organized record-keeping

Required Qualifications

• 1+ year of experience in employee benefits, insurance operations, or a similar role
• Strong organizational skills with the ability to manage multiple requests effectively
• Proficiency in Microsoft Office and ability to learn agency management systems quickly
• Detail-oriented mindset with a strong sense of ownership and follow-through
• Willingness to obtain an active Life & Health insurance license if not already held