Administrative Assistant (Administrative)

Administrative Assistant
Join My Insurance Lady Agency and be the heart of our client experience!
We are a growing Medicare, Life, and Health Insurance agency dedicated to providing top-tier service to individuals and families. We seek a detail-oriented and personable Administrative Assistant to manage office operations and enhance client engagement.

Key Responsibilities:

Serve as the first point of contact for clients via phone, email, and in-person interactions.
Schedule appointments, manage documents, and maintain client records.
Support the sales team with administrative tasks and CRM management.
Handle incoming/outgoing mail and create client mailers.
Maintain office organization, supplies, and equipment.
Ensure compliance with HIPAA regulations.

Qualifications:

Highly organized, resourceful, and adaptable in a fast-paced environment.
Strong verbal and written communication skills.
Ability to multitask, prioritize, and solve problems efficiently.
Proficiency in CRM software, Microsoft Office, Google Docs, Adobe, and e-Signatures.
1-3 years of customer service experience; knowledge of health insurance is a plus.
High school diploma or GED; post-secondary education preferred.

Why Join Us?

Competitive pay and paid 30-minute lunch.
Health benefits and comprehensive training.
Professional growth and certification opportunities.
Peak season overtime (October-December).

Ready to make a meaningful impact? Apply today!