Executive Assistant

We are seeking a dedicated and organized Executive Assistant to support our Insurance Representative specializing in senior citizen services. This part-time role involves providing administrative assistance, coordinating schedules, and assisting with the enrollment of individuals in insurance plans. The ideal candidate is detail-oriented, personable, and committed to ensuring a seamless experience for our senior clients.

Key Responsibilities:

• Administrative Support:
  • Manage calendars, appointments, and scheduling for the Insurance Representative.
  • Handle email correspondence and phone communications with clients, partners, and vendors.
  • Maintain organized records of client interactions, documents, and insurance applications.
  • Prepare reports and assist in tracking enrollment metrics.
• Insurance Enrollment Assistance:
  • Guide senior citizens through the enrollment process for insurance plans, ensuring all necessary documentation is completed accurately.
  • Explain policy details and answer client questions in a clear, compassionate, and professional manner.
  • Follow up with clients to ensure enrollment completion and satisfaction.
• Client Relations:
  • Serve as a primary point of contact for senior clients, addressing inquiries and providing updates.
  • Build and maintain positive relationships with clients to support retention and satisfaction.
• General Office Duties:
  • Manage office supplies, documents, and filing systems.
  • Assist with event coordination or client workshops as needed.

Qualifications:

• High school diploma or equivalent; additional education or certifications in administration or insurance is a plus.
• Experience in administrative roles, preferably in insurance, healthcare, or a related field.
• Familiarity with insurance enrollment processes is highly desirable.
• Excellent communication and interpersonal skills, especially when interacting with senior clients.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems.
• Strong organizational skills with an ability to multitask and meet deadlines.
• Empathy, patience, and a commitment to providing exceptional service to senior clients.