Part-Time Life/Health Administrative Assistant — Houston, TX

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.