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Supports life insurance new business, underwriting, and policy management teams through application setup, licensing checks, data entry, document archiving, policy administration, service requests, client communication, and internal projects. Ensures data completeness and accuracy while providing administrative and operational support to member firms, clients, and internal teams.

Provides administrative and back-office support for insurance producers, business owners, clients, and political campaigns. Responsibilities include bookkeeping, payroll, deposits, life insurance application processing, securities compliance, invoicing, commission tracking, policy summaries, client data maintenance, file organization, minor IT assistance, communication, and event coordination.

Manage 80–100 life insurance cases from application submission through payment, including reviewing applications, ordering medical requirements, tracking status, resolving issues, performing quality reviews, and coordinating with member offices and carrier partners. Provide customer service, advocate for favorable underwriting outcomes, promote new business initiatives, support team projects, and develop knowledge of underwriting, insurance administration, and related products.

Leads full-cycle talent acquisition strategy, proactive sourcing, passive-candidate recruiting, hiring-manager partnership, candidate experience, and recruiting pipeline management in Crelate. Supports college and early-talent recruiting, career events, and campus partnerships. Also administers performance management, coordinates training and development programs, and advances broader talent initiatives through data, process improvement, and stakeholder collaboration. Requires occasional travel and flexibility for recruiting events and other business activities.

Coordinate front-office communications, scheduling, correspondence, supplies, equipment readiness, client reception, database entry, and general administrative processes. Maintain a polished and welcoming office environment, support team efficiency, resolve distractions proactively, and assist with relationship-building and client-focused marketing activities.