Thank you for considering a career at
SML Admin Services, LLC!

At SML Admin Services, our mission is to empower state and federally licensed insurance and investment agents by providing exceptional administrative support. Through dedicated customer service and proactive client outreach, we ensure that every interaction reflects the highest standard of professionalism and care. Our work is crucial in maintaining a strong Quality of Business Indicator (QBI), which ultimately contributes to the success and growth of the agencies we serve.

We take pride in our role as the backbone of their operations, ensuring smooth workflows, seamless communication, and a positive client experience at every touchpoint. Each member of our team is committed to excellence, knowing that our collective effort makes a direct and meaningful impact on the success of the agents we support. By fostering an environment of collaboration, respect, and continuous improvement, we help our clients thrive and achieve their goals, one task at a time.

Position Details

Someone with experience in clerical/administrative or executive assistant roles would be a good fit for this position. Experience in the insurance and financial services industry is preferred but not required. The hourly pay is $16-20 based on experience. The job duties include:

    • Maintain discretion and use best practices when handling confidential information and financial documents
    • Must have excellent customer service, note-taking, and time-management skills 
    • Use the online system effectively to access client information and perform administrative duties
    • Client outreach and customer service for life insurance and/or investment clients
    • Perform quality assurance for all new applications 
    • Communicate with third-party companies such as paramedical providers, tele-underwriting companies, and medical records departments to assist clients in fulfilling underwriting requirements until policies are issued
    • Monitoring reports and outreach to clients according to the report type 
    • Monitor licensing reports to ensure agents are informed on CE requirements to keep an active license
    • Manage and schedule appointments with new prospects using the Calendly app 
    • Be proficient with remote signing software, e.g., PandaDoc and DocuSign to get signatures from clients
    • Be proficient with software tools such as Microsoft Suite and Google Suite
    • Communicate with Regional Vice President, agents, and clients via phone call, text, and/or email
    • Conduct weekly meetings with the Regional Vice President and top-producing agents to provide updates and communicate status details on their clients
    • Conduct monthly strategy meetings with the Regional Vice President
    • Use getharvest.com to track time working
    • Other job duties may be added as necessary

Requirements:

  • Must get fingerprinted and have a clean background
  • Must have a laptop and stable wi-fi
  • Phone will be shipped to the recipient for making and receiving calls
  • Both full-time and part-time positions available (Full-time is 30-38 hours a week, part-time is 10-20 hours/week); hours are subject to change
  • Position is 1099 contract hire; you will be responsible for filing your earnings with the IRS until further notice. No benefits are offered at this time

If interested for career
at SML Admin Services?

Submit Your Application Here
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