Insurance Administrative Assistant

Chaim David Neuman; Florida; In loco; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Chaim David Neuman is seeking a goal-oriented Administrative Assistant to maintain office organization, manage agent/advisor travel, and handle calls and reception.

The role requires strong communication and organizational skills, plus proficiency in Microsoft Office. A flexible, team-oriented candidate with attention to detail is preferred. Full-time position, with standard weekday hours.

Competenze

• Associates degree or equivalent required.
• 2–4 years of prior work experience.
• Investment and/or Life Insurance background preferred.
• Life/Health Insurance license preferred.
• Full-time, Monday–Friday 9am–5pm.

Mansioni

• Coordinate travel arrangements (airfare, rental car, hotel, etc.).
• Field telephone calls and guests.
• Distribute mail/e-mail/fax/FedEx.

Conoscenze

Communication

Organization

Microsoft Office

Multitasking

Formazione

Associates degree or equivalent

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Job Description

Established insurance and financial practice is seeking a goal-oriented, self-motivated individual with strong communication and organizational skills. If you’re a self-motivated person, committed to providing phenomenal client service and thrive in a fast-paced environment, we invite you to apply! The Administrative Assistant will be responsible for maintaining office organization, managing agent/advisor travel, fielding phone calls/guest reception, and other general administrative duties as assigned. The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills.

• Coordinate travel arrangements (airfare, rental car, hotel, etc.)
• Field telephone calls
• Guest reception
• Distribute mail/e-mail/fax/FedEx
• Provide office support and organization (copying, filing, eFiling, scanning, faxing)
• Managing office supplies/stationery
• Maintain office equipment (fax, copier, postage, etc.)
• General compliance administration for the office
• Maintenance contracts/licenses/certifications and CE requirements
• Prepare/submit industry applications/ recognitions
• Maintain other professional membership forms/dues
• Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems
• Must work well individually and as team player
• Superior attention to detail with strong organizational skills
• Ability to prioritize, multitask and thrive in a fast-paced environment
• Excellent listening, oral, and written communication skills
• Be ethical, have a positive attitude and maintain a professional appearance
• Associates degree or equivalent
• Two to four years of prior work experience
• Investment and/or Life Insurance background (preferred)
• Life/Health Insurance License (preferred)
• Full time
• Monday through Friday, 9 am – 5 pm