job title:Administrative Assistant
We are seeking a highly motivated and organized Part-Time Assistant to join our growing Life Insurance and Annuities,Mutual Funds, Business Benefits, etcThis is a remote position; however, there will be many situations where we will meet face to faceat our offices. Theposition will start as part-time but can be expanded to afull-time position. Please provide a resume and references if available.
Responsibilities:
Experienced in Customer Service Calls Setting Existing & Future Client appointments.
Follow up with Leads
Process client applications efficiently and accurately
Follow up with clients and agents to ensure smooth application flow
Maintain clear and concise records
Qualifications:
Ability to obtain or currently have
Life & Annuity & Health Insurance License (This increases income opportunities)
Excellent organizational and
time management skills
Strong attention to detail and ability to prioritize tasks
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Scanning Client Documents for Digital Paperless filing
Excellent written and verbal communication skills.
Social Media Skills efficiency
Ability to work independently and as part of a team
Must be a self-starter with a strong work ethic
Reliable internet access, computer, and phone required
Ability to pass a background check
Benefits:
$18-22/hour compensation
Flexible part-time schedule (minimum 15-20 hours per week)
Monday-Thursday
Scheduled Hours
Monday-Thursday: approx 4-6 hours per day