Job Description

O’Neill Insurance is seeking a detail-oriented, positive, and self-motivated professional assistant to join our growing Benefits Team! The person in this role will work closely with the Benefits Account Manager in delivering a best-in-class client experience by providing administrative support and producing accurate and timely work. No insurance experience is needed. Hybrid in-office/remote work schedule available.

Benefits

Flexible Schedule

Retirement Plan

Responsibilities

• Assist Benefits Account Manager as needed to retain and sell business
• Use Agency Management System to update and document client files
• Assist in obtaining carrier proposals and preparing spreadsheets
• Assist in the preparation of client-facing presentations
• Assist clients with enrollment changes
• Assist clients with billing questions
• Perform other duties as assigned by management

Requirements

• Exceptional work ethic
• Ability to grasp new concepts/automation quickly
• Strong team mentality
• Acute attention to detail
• Proficient with Microsoft Office products – Excel, Word, PowerPoint
• Excellent and professional communication skills
• Driven to learn and grow professionally