Administrative Assistant

We are seeking a highly organized Administrative Assistant to support our ancillary benefits team. The ideal candidate will have strong communication skills and the ability to manage multiple tasks efficiently. You will play a crucial role in ensuring the smooth operation of our office and providing exceptional service to our clients.

Key Responsibilities:

• Answering and directing phone calls
• Completing daily Dictaphone transcriptions
• Drafting letters to prospective and current clients
• Preparing illustrations for various insurance products
• Reviewing insurance applications and coordinating medical exams
• Using Excel templates to prepare group health insurance proposals for annual renewals
• Calling clients to review renewal proposals
• Addressing changes to enrollment status, service issues, claim concerns, and billing inquiries
• Conducting doctor searches for prospects and clients
• Mail merging lists and labels for mailings
• Creating form letters and envelopes
• Updating client information in ACT, our client management database system
• Setting up and maintaining paper files in compliance-approved manner
• Tracking all insurance licenses
• Ordering office supplies
• Managing postage and FedEx shipments
• Sending out annual holiday cards
• Preparing and updating quarterly newsletters
• Participating in ad-hoc projects as needed

Qualifications:

• Strong organizational and time management skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Experience with client management database systems (ACT preferred)
• Ability to multitask and prioritize effectively
• Attention to detail and problem-solving skills

Why Join Us:

• Competitive salary and benefits package
• Opportunity to work with a dynamic team in a growing industry
• Supportive and collaborative work environment