Office Administrator

Overview

Office Administrator Jobs in Tustin – California – USA at Raul Morales Insurance Services Inc

Job Description

Job Description

Desirable Job

Skills:

· Proficient understanding of Medicare and Social Security regulations.

· Sound knowledge of Medicare terminology.

· Familiarity with insurance principles and concepts.

· Extensive experience using various computer programs including CRM, Excel, PowerPoint, Microsoft Calendar, Microsoft Word, Microsoft email, Ring Central, and Insurance carrier portals.

· Proficient typing and computer skills.

· Demonstrated ability to efficiently operate a multi-line company phone system for both inbound and outbound calls.

· Familiarity with operating printers and electronic fax systems.

· Physical capability to lift items weighing 5-10 lbs.

· Exceptionalcommunication skills, both verbal and written.

· Willingness and ability to undergo cross training.

· Bilingual:
Fluent in English and Spanish

Desired Behaviors:

· Cultivates apositive attitude, exuding warmth, friendliness, and approachability.

· Exhibits responsibility, dependability, and a sense of accountability.

· Demonstrates exceptional ability to work both independently and collaboratively as part of a team.

· Pays meticulousattention to detail, ensuringaccuracy and precision.

· Shows exemplary commitment by consistently maintaining regular attendance and punctuality.

· Demonstrates self-motivation and possesses a proactive approach to tasks.

· Respects the confidentiality of RMIS business operations and information.

The ideal candidate should also be flexible with hours and willing to work 2 Saturday’s a month during AEP, who would not also mind picking up hours as needed to meet staffing needs. Hourly wage depends on skills and qualifications.

Responsibilities:

· Ensure timely follow-up on missed calls, text messages, and emails.

· Handle and respond to inbound calls effectively utilizing Ring Central.

· Conduct outbound calls and meticulously document each outcome in the CRM system.

· Efficiently schedule appointments using the Microsoft calendar.

· Maintain and manage the scheduling calendar with proficiency.

· Reach out to clients scheduled for appointments in case a staff member is unavailable due to illness.

· Coordinate and resolve client complaints promptly.

· Ensure the reception area is kept clean and presentable.

· Contact clients who have not shown up for their appointments or are running late.

· Organize and schedule meetings between brokers and provider offices.

· Assist brokers by preparing the necessary materials for meetings.

· Utilize apps like Think Agent to send Scope of Appointments to relevant parties.

· Greet and welcome clients as they arrive and promptly inform the broker.

· Regularly check office inventory every two weeks.

· Follow up on pending applications within 2-3 days after submission.

· Thoroughly document all conversations with clients, whether in person or over the phone, in our CRM system.

· Create Excel spreadsheets as required.

· Develop Power Points for broker meetings with provider offices.

· Welcome walk-in clients, address their inquiries, and schedule or confirm appointments based on availability.

· Receive, sort, and distribute emails, faxes, and mail effectively and efficiently.

Company Description

We are a small business that focuses on Medicare insurance. With over 20 years of dedicated service to our community, we are committed to providing excellent care daily. Our focus on excellence is deeply…

Title: Office Administrator

Company: Raul Morales Insurance Services Inc

Location: Tustin – California – USA

Category: Administrative/Clerical, Customer Service/HelpDesk