Administrative Assistant

• Answer inbound calls and address general client inquiries
• Ensure timely follow-ups on messages
• Act as a knowledgeable first point of contact
• Handle client callbacks to ensure resolution and client satisfaction
• Conduct thorough plan lookups and gather key data from various carrier systems
• Match clients with appropriate sales representatives
• Document and relay client needs and questions to relevant team members
• Maintain and update internal systems with accurate records
• Handle a high volume of inquiries with accuracy and efficiency
• Prioritize competing tasks and deadlines
• Assist with scheduling and preparing documents

• Proven experience in an administrative support role
• Strong ability to multitask, prioritize, and manage a dynamic workload
• Exceptional written and verbal communication skills
• Meticulous attention to detail and a high degree of accuracy in work
• Resourceful, quick learner with the ability to thrive in a fast-paced business environment
• Proficiency with common productivity tools (e.g., Microsoft Office Suite)
• Ability to navigate carrier platforms or internal systems
• Previous experience in administrative, client service, or office support roles
• Demonstrated professionalism and a commitment to high customer service standards
• Ability to quickly learn and navigate carrier portals and internal systems
• Skilled at multitasking and managing shifting priorities in a busy environment
• Proficiency in Microsoft Office and other common office tools
• Reliable, resourceful, and capable of working independently or as part of a team

Ability to navigate carrier platforms or internal systems is a plus

• Medical, vision, dental, life and disability insurance
• 401(k) plan
• Free online training