Admin Assistant Insurance office

Snelling, Llc; West Columbia (SC); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Snelling, Llc in West Columbia, SC is seeking an organized administrative assistant to support the office with daily tasks, client communications, and scheduling. You will handle phones, calendar management, CRM upkeep, filing, and office supplies, ensuring accurate records and timely responses.

Ideal candidates pay strong attention to detail, are reliable, and can coordinate with Agency owners on various projects to improve efficiency.

Qualifications

• Meticulous attention to detail and strong organizational skills.
• Ability to manage multiple tasks with accuracy and efficiency.

Responsabilités

• Interact with clients in a professional and courteous manner
• Answer phones
• Schedule appointments
• Coordinate schedules of Agency owners
• Filing
• Maintain office supplies
• Manage calendars and email of Agency owners
• Maintain CRM, client files for compliance, and meticulous notes of client interactions, issue resolution, and enrollment fulfillment
• Coordinate client communications and touch points throughout the year
• Assist Agency owners with various tasks/processes/interactions to improve efficiencies and time management opportunities
• Provide support and assistance to Office Manager with monthly activities as well as maintaining CRM database and client files
• Aid with other tasks/projects/duties/responsibilities as requested

Connaissances

Attention to detail

Organization

Description du poste

Job Description

Hours 9am to 5pm, M-Thu

Responsibilities

• Interact with clients in a professional and courteous manner


• Answer phones


• schedule appointments


• coordinate schedules of Agency owners


• filing


• maintain office supplies


• manage calendars and email of Agency owners


• Maintain CRM, client files for compliance, and meticulous notes of client interactions, issue resolution, and enrollment fulfillment


• Coordinate client communications and “touch points’ throughout the year


• Assist Agency owners with various tasks/processes/interactions to improve efficiencies and time management opportunities


• Provide support and assistance to Office Manager with monthly activities as well as maintaining CRM database and client files


• Aid with other tasks/projects/duties/responsibilities as requested

Qualifications

• Meticulous attention to detail, organization,…