WFH Insurance & Mortgage Pipeline Assistant (Compliance & Coordination)

Job Overview

Our client is looking for a dedicated professional to support mortgage and insurance firm operations during a scaling phase. This is a remote, part-time position focusing on backend administrative tasks, direct communication via phone, Google Meets, or Zoom, and managing workflows within the New Zealand time zone with flexible scheduling options.

Schedule: Monday - Friday, 9:00 AM - 1:00 PM NZDT (20 work hours per week)

Responsibilities:

• Support the planning, coordination, and delivery of projects
• Contact clients and insurers to chase outstanding requirements and advance opportunities through the pipeline
• Assist with project programmes, track progress and actions, coordinate contractors/consultants, and prepare reports
• Upload and organize documents to the CRM system
• Update CRM records using Marlou and transfer information between platforms
• Maintain and update client tracker software with current information
• Chase underwriting requirements and coordinate with insurance companies
• Handle regulatory compliance filing and documentation
• Manage Google Sheets, Google Drive, and documentation workflows

Requirements:

• 5+ years of administrative experience, preferably in insurance or financial services
• Strong communication skills with outbound calling confidence to follow up with clients and insurers
• Existing project management or architectural background with strong organizational ability
• Proactive mindset, high attention to detail, and eagerness to take on responsibility
• Proficiency in CRM systems and client tracking software
• Comfortable working with Google Workspace tools

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the “Apply” button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we’ll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.