Chinese-Speaking Processing Assistant (Great Neck, NY)

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Ad Details

  • Ad ID: 190422

  • Added: September 2, 2021

  • Location: United States

  • State: New York

  • City: New York

  • Views: 58


TransGlobal/Transpacific Financial Inc is the largest Asian General Agency in the US with 27 offices focusing on financial services such as life insurance, annuity, health insurance, property & casualty insurance, real estate, mortgage, and tax services. Our agency has over 5000 contracted agents, and we represent over 40 insurance companies including Allianz, John Hancock, AIG, Nationwide, Prudential, and more.

We are looking for a detail-oriented administrative assistant to process life insurance applications. This administrative position is trained to become a Case Manager for our New Business department.
1. Case Management: review assigned life insurance new business applications for completeness and accuracy
2. Communicate with affiliated life insurance agents for clients’ missing forms or incomplete information
3. Verify clients’ financial eligibility as required by the corresponding carriers
4. Notify life insurance agents on cases’ approval status throughout the application process
5. Stay current on each carrier’s underwriting guidelines and updated forms
6. Perform administrative support through multi-tasking of data entry, photocopying, scan documents, generate reports, email correspondence, and other office duties
7. Handle sensitive information with the highest degree of integrity and confidentiality

1. Fluent in both English and Mandarin Chinese
2. Minimum 1 year of office assistant experience
3. Skilled in Microsoft Office: Excel, Outlook, Adobe Acrobat
4. Bachelor’s degree in USA
5. Excellent organizational skills, attention to detail, professional phone etiquette, friendly demeanor

• Negotiable salary depending on experience
• Health insurance (medical/vision/dental/HSA)
• 401(k) with employer matching
• Paid holidays, personal leaves, sick leaves, and vacations


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