About Us:
We are a dynamic and growing insurance agency dedicated to providing exceptional service and innovative solutions to our clients. Our team is passionate about supporting employee benefits, insurance programs, and delivering value to our partners. We are looking for a full-time Administrative Assistant to join our team and help maintain the high standards our clients expect.
Why Join Us?
- Be part of a fast-growing agency with plenty of room for growth and advancement.
- Work in a boutique firm managing benefits for over 10,000 employees across 30+ states.
- Enjoy an amazing culture focused on collaboration, innovation, and client success.
- Competitive salary with semi-yearly raises to reward your hard work and dedication.
- Yearly team celebration trip to recognize and celebrate our success together.
Job Description:
As an Administrative Assistant, you will play a vital role in managing operational tasks and supporting our Executive Team and staff. This in-office position requires a proactive, organized, and detail-oriented individual who thrives in a fast-paced environment.
Responsibilities:
- Call insurance carriers to handle tasks such as resolving client issues and obtaining required documentation.
- Support the team with audits and ensure accuracy and completeness of data.
- Order and manage ID cards for employees and clients.
- Assist with preparing and organizing proposals for meetings.
- Perform general office tasks, including opening and sorting mail.
- Pull invoices and renewals for Account Managers and Executives.
- Conduct billing discrepancy audits and resolve issues.
- Help with CRM-related tasks, including updating client records and commissions.
- Troubleshoot issues and provide solutions promptly.
- Maintain a well-organized and efficient office environment.
Qualifications:
- Proficiency in Microsoft Excel (e.g., creating spreadsheets, formulas, and data analysis).
- Strong troubleshooting skills and ability to resolve issues independently.
- Experience in calling insurance carriers or working within the insurance industry is preferred.
- Excellent organizational and multitasking skills.
- Familiarity with CRM systems is a plus.
- Previous administrative experience is preferred.
- Ability to thrive in a fast-paced work environment while managing multiple tasks.
- Excellent communication and interpersonal abilities.
Benefits:
- Health, Dental, and Vision Insurance
- Employer-Paid Life Insurance
- Voluntary Life Insurance
- Supplemental Insurance
- 401(k) with Company Match (eligible after one year of service)
- Flexible Spending Account (FSA)
- Paid Time Off (PTO)
- Sick Time Off (STO)
- Floating Holiday
- Professional Development Opportunities
