Administrative Assistant/Receptionist

Main responsibilities include:

· Answer telephone calls, assist client if possible or direct call as appropriate

· Writing customer and vendor facing letters

· Calling insurance companies to handle client’s various policy issues

· Schedule appointments and maintain the agent's calendar (may involve calling prospective or current clients for follow up meetings)

· Process and file new applications

· Organize and maintain client files and electronic database entries, logging each correspondence in detail (includes scanning documents)

· Assist agent in preparation of seminar-style meetings (includes making location reservations, coordinating rental payments, creating event mailings and other seminar materials)

· Order and stock supplies as needed

Ideal candidate:

· Current or former insurance agent (Health, Life, Accident, Dental, Final Expense, etc.)

· Already or willing to get licensed as a health and life insurance agent in Wisconsin

· Strong work ethic, comfortable in a fast-paced environment

· Organized and thorough

· Ability to be flexible and adapt to changing information quickly

· Empathetic, with a desire to help people

Hours: flexible with days and times, around 25 hours a week

Job Type: Part Time

Salary: $18.00 /hour

Job Type: Part-time

Pay: $18.00 per hour

Expected hours: 25 per week

Benefits:

• Flexible schedule

Experience:

• Customer Service: 3 years (Required)

Ability to Relocate:

• Brookfield, WI 53005: Relocate before starting work (Required)

Work Location: In person

Salary : $18