Administration Assistant

Greatland Financial

Job Description

We're looking to hire an Administrative Assistant. Our motto is Have Fun, Make Money, Make a Difference.

Job Overview:
Greatland Financial is a life insurance agency helping families across the country with mortgage protection, final expense, retirement protection, and Medicare planning. We're looking for an organized, personable Administrative Assistant to help keep our office running smoothly and support our clients with a warm, professional touch.

Duties:

Answer and direct incoming calls and emails
Greet and assist clients in the office
Handle day-to-day administrative duties and general office upkeep
Provide customer and client service, including responding to inquiries
File, organize, and maintain client records and documents
Draft correspondence and help prepare paperwork
Support recruiting efforts as needed
Coordinate schedules and appointments

Experience:

6 months to 2 years of administrative experience preferred; insurance office experience a plus but not required
Comfortable managing multiple tasks and priorities
Proficiency with MS Office and general office software
Friendly, professional demeanor with clients and the public
Reliable and detail-oriented

About us:
Greatland Financial trains and supports independent life insurance agents nationwide, working in mortgage protection, final expense, disability, retirement protection, and Medicare advantage/supplement plans. Our family, helping yours.

Compensation:

- Hourly to start

Schedule:

-Part time Monday through Friday 9:00am-2:00pm to start

Company Description

About Greatland Financial:
Greatland Financial is a national company since 2005 that trains and supports independent insurance agents. We work in mortgage protection, final expense, medicare, estate planning,and retirement protection using fixed indexed annuities and income accumulation life insurance products to help our clients with their needs.

We help our independent agents by providing access to clients with a need. We train them using a proven system for setting appointments and running appointments. Our staff works diligently to get the applications processed quickly with our contacts within the carriers to get agents paid quickly.

Our Website

Company Description

About Greatland Financial:\r\nGreatland Financial is a national company since 2005 that trains and supports independent insurance agents. We work in mortgage protection, final expense, medicare, estate planning,and retirement protection using fixed indexed annuities and income accumulation life insurance products to help our clients with their needs.\r\n\r\nWe help our independent agents by providing access to clients with a need. We train them using a proven system for setting appointments and running appointments. Our staff works diligently to get the applications processed quickly with our contacts within the carriers to get agents paid quickly.\r\n\r\nOur Website

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Vacancy posted 1 day ago

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