Part-time Administrative Assistant

About us

We are professional, customer-centric and our goal is to provide the highest level of customer service..

Our work environment includes:

• Work-from-home days
• Flexible working hours
• Relaxed atmosphere

We are looking for an industrious and reliable individual to join our team. The ideal candidate will have an upbeat personality, excellent verbal and written communication skills, tremendous follow-up and an appreciation for a job well done. The candidate will be capable of handling a wide range of responsibilities, including word processing, data entry, and general administrative tasks. We are seeking an organized, highly motivated individual who can work well as part of a team.

Responsibilities:

• Assist the Customer Service Coordinator with the insurance underwriting process.
• Request proposals from insurance companies and review proposals upon receipt.
• Record prospect and client interactions using Zoho CRM.
• Send meeting invites and track responses using MS Outlook.
• Confirm that the President has all necessary information for meetings with prospects and clients.
• Exhibit integrity in every interaction with our prospects, clients, and strategic partners.

Job requirements:

• Professional, friendly, and well-versed in handling phone and email
• Ability to multi-task and manage numerous projects simultaneously
• Strong organizational and project management skills
• Excellent time management
• Advanced computer skills including Microsoft Office Suite
• Experience with G Suite
• Quick learner
• 2+ years of Life & Health insurance related experience; preferred but not required.
• Experience as a DocuSign administrator, preferred but not required.
• Experience developing an email drip campaign, preferred but not required.

Job Type: Part-time

Pay: $15.00 – $20.00 per hour

Schedule:

• 4 hour shift
• Choose your own hours
• Monday to Friday

Experience:

• Microsoft Excel: 2 years (Preferred)
• Microsoft Outlook: 2 years (Preferred)

Work Location: Remote