What are the responsibilities and job description for the Administrative Assistant position at Your Policy, LLC?
Administrative Assistant
Join My Insurance Lady Agency and be the heart of our client experience!
We are a growing Medicare, Life, and Health Insurance agency dedicated to providing top-tier service to individuals and families. We seek a detail-oriented and personable Administrative Assistant to manage office operations and enhance client engagement.
Key Responsibilities:
- Serve as the first point of contact for clients via phone, email, and in-person interactions.
- Schedule appointments, manage documents, and maintain client records.
- Support the sales team with administrative tasks and CRM management.
- Handle incoming/outgoing mail and create client mailers.
- Maintain office organization, supplies, and equipment.
- Ensure compliance with HIPAA regulations.
Qualifications:
- Highly organized, resourceful, and adaptable in a fast-paced environment.
- Strong verbal and written communication skills.
- Ability to multitask, prioritize, and solve problems efficiently.
- Proficiency in CRM software, Microsoft Office, Google Docs, Adobe, and e-Signatures.
- 1-3 years of customer service experience; knowledge of health insurance is a plus.
- High school diploma or GED; post-secondary education preferred.
Why Join Us?
- Competitive pay and paid 30-minute lunch.
- Health benefits and comprehensive training.
- Professional growth and certification opportunities.
- Peak season overtime (October–December).
Ready to make a meaningful impact? Apply today!
