Our client is a fast paced Broker Office that specializes in services that include Wealth management and preservation, Defined benefit plans, Life insurance, Health insurance, Retirement planning and solutions, including 401k plans. Estate planning and College savings.
ESSENTIAL FUNCTIONS:
- Input and update new and current client information in all required systems
- May assist with preparing necessary documentation such as spreadsheets, cover letters, etc.
- Provides necessary administrative support
- May assist the broker in preparing documents to market renewal business.
- Manage appointment calendar and schedule all meetings
- Other relevant duties as assigned.
- Associates degree or higher preferred.
- 3-5 years of previous administrative assistant experience REQUIRED.
- A basic understanding of brokerage or insurance company environment preferred. Prior understanding of brokerage sales a huge plus.
- Basic understanding of insurance coverages, forms and processes a plus.
- Prior experience in an office setting or administrative role.
- Critical attention to details, organization and customer service needs.
- Ability to manage workload and prioritize tasks.
- Highly proficient in Microsoft Office including Outlook, Word, and Excel.
- Previous experience with a CRM – Redtail experience a plus.
- Strong communication skills, both oral written.
- Flexibility in workflow priorities as business needs change.
NOTE: 3-4 days of training at the Florida headquarters required for this position.
All your information will be kept confidential according to EEO guidelines.
