Administrative Assistant

Description We are looking for a skilled and detail-oriented Administrative Assistant to join our team in Oklahoma City, Oklahoma. This Contract-to-Permanent position offers the opportunity to work in a collaborative and organized environment while supporting essential back-office operations. The ideal candidate will bring expertise in administrative tasks and familiarity with life insurance, annuities, and IRAs.

Responsibilities :

• Process and verify applications for life insurance, annuities, and IRAs to ensure accuracy and completeness.
• Maintain and update detailed records of client policies and transactions in internal systems.
• Communicate with agents, clients, and carriers to gather missing information and resolve discrepancies in applications.
• Assist with policy servicing tasks, including updating beneficiaries, processing payments, and making policy changes.
• Prepare reports and track the progress of pending applications to ensure compliance with company and regulatory standards.
• Perform general administrative duties such as data entry, document preparation, and file management.
• Provide support to management and team members for day-to-day office operations.
• Handle inbound calls and inquiries in a courteous and efficient manner.
• Ensure all documentation is properly organized and compliant with company policies. Requirements - Minimum of 3 years of experience in administrative roles, preferably within the life insurance or financial services industry.
• Proficiency in handling life insurance, annuity, and IRA products and processes.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Ability to multitask and prioritize effectively in a fast-paced work environment.
• Commitment to providing high-quality administrative support with a focus on detail and reliability.
• Dependable and capable of maintaining accuracy under pressure. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https : / / www.roberthalf.com / us / en / mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract / temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract / temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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