LADL Assistant

Position Summary and Responsibilities

The LADL Assistant will be responsible for providing timely administration of all New Business processing functions, additional administrative support, and office management.

Responsibilities of the LADL Assistant, are not limited to the below:

Sales Support

• Competitive support and research assistance.
• Ensure service support of traditional and non-traditional products.
• Data entry for all new and existing clients and households.
• Set up clients in I360.
• Prepare Annual Insurance Reviews by completing any necessary inforce or pre-sale illustrations, comparison spreadsheets, and any other documents.
• Opening of investment accounts.
• Administer licensing and contracting support and maintain all licensing renewals.
• Download vouchers and assist agents with any commission discrepancies.
• Facilitate transition of new producers and staff. Prepare new hire documents, request system access, etc.
• Run reports, i.e. commission, allowance, production, service, etc.
• Maintain files.

New Business – Life/DI

• Provide timely administration for all New Business processing functions.
• Ensure applications are prepared accurately whether submitting electronically or ‘wet’ signed.
• Schedule exams, order medical records, and submit any necessary payments and reimbursement requests.
• Timely case management, monitoring, and follow-up through the processing cycle, from submission to the reporting, and delivery, of policies.
• Liaison for Agency New Business.
• Provide effective New Business/underwriting training for agents and support staff, as well as provide continued support.
• Generate sales illustrations in a timely and accurate manner.

Office Management

• Receive and open mail daily.
• Ensure that all office spaces are clean and orderly.
• Order and maintain inventory of office, all other supplies and current promotional material.
• Assume responsibility for maintenance, and if applicable the leasing, of office equipment.
• Communications and planning of events, i.e. birthdays, parties, etc.
• Schedule service and /or deliveries.
• AP/AR of accounts.
• Generate memos, emails, and reports when needed.
• Maintain documents for tax purposes.

Client Services

• Answer incoming calls, greet clients, and assume other receptionist duties as needed.
• Handle client service calls as needed.
• Process Post Client Service needs, i.e. bank draft changes, beneficiary/owner changes, etc.

Candidate Qualifications

• Strong communication skills – both written and verbal.
• Able to deal well with ambiguity, shifting priorities.
• Ability to effectively collaborate across the agency and multiple disciplines.
• Effective time management: ability to delegate effectively and set standards for activity management.
• Detail oriented and comfortable in a fast-paced environment.
• Proficiency in MS Office.