via Glassdoor
$58K - 58K a year
Provide administrative support to the underwriting team, manage documentation, and coordinate case files.
Bachelor's degree preferred, proficiency in Microsoft Office, Outlook, Adobe Acrobat, Salesforce, attention to detail, and ability to meet deadlines.
This is a temp-to-perm opportunity with an independent financial services firm specializing in life insurance and wealth transfer solutions for ultra-high-net-worth clients. The role is based in Needham, MA and includes free onsite parking. The position starts the week of January 5, runs 8:30 AM-5:30 PM, and pays $28/hour. Job Responsibilities: • Provide administrative support to the underwriting team, including case setup and database management • Prepare, process, and track life insurance applications and underwriting documentation • Request and follow up on medical records, prescription checks, exams, and reports • Submit underwriting files to insurance carriers and track informal offers • Manage document filing, data entry, invoicing, and policy delivery packages • Coordinate FedEx shipments and assist with case transitions to client services Candidate Qualifications: • Bachelor's degree preferred • High attention to detail with strong organizational and time-management skills • Ability to meet deadlines, follow defined processes, and manage multiple priorities • Strong written and verbal communication skills • Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and Salesforce • Self-motivated, adaptable, and eager to learn new systems and processes Qualified and interested candidates are encouraged to apply today for immediate consideration. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)
This job posting was last updated on 12/25/2025