[Remote] Administrative Assistant
Note: The job is a remote job and is open to candidates in USA. Orchestrate Consulting Group is dedicated to helping job seekers find opportunities that align with their career goals. They are seeking an Administrative Assistant to provide excellent customer service, maintain client records, and assist licensed agents with various administrative tasks.
Responsibilities
- Provide excellent customer service through phone, email, and online chat
- Answer client inquiries and direct them to licensed agents for personalized consultations
- Maintain accurate client records in the CRM system and update data regularly
- Assist licensed agents with administrative tasks, including policy enrollments and client follow-ups
- Perform various clerical duties, such as answering phones and taking messages
Skills
- Must have or be willing to obtain an insurance license
- Strong attention to detail and ability to work in a fast-paced environment
- Excellent communication and customer service skills
- Proficiency in Apple products, Microsoft Office, and Zoom
- Must pass a background and drug test
- Understanding of HIPAA regulations
- Experience using CRM software
- Ability to type at least 40 words per minute
Benefits
- Long-term employment with potential for career advancement
- Flexible schedule available from January to September
- Comprehensive training provided, no prior insurance experience required
- Paid time off to support work-life balance
- Opportunity to obtain an Idaho insurance license
Company Overview