Administrative Assistant
Choice Financial Group
Administrative Assistant
We are seeking a highly organized and detail-oriented Administrative Assistant to support our brokerage operations. This role is ideal for an administrative professional with insurance knowledge who thrives in a fast-paced environment, excels at multitasking, and delivers exceptional accuracy and customer service. This is a fully remote position requiring a dedicated, distraction-free home workspace.
Primary Responsibilities & Essential Functions
- Assist with the insurance renewal process by preparing proposals and coordinating benefit installations with multiple insurance carriers.
- Review, verify, and process client enrollments, terminations, and benefit changes accurately and efficiently.
- Partner with brokers to support individual clients, including tracking and processing enrollments and providing ongoing customer service.
- Maintain and update the internal database to ensure client records are current and accurate.
- Draft and manage written correspondence with clients, carriers, and internal teams.
- Utilize Microsoft Excel, PowerPoint, Canva, and AI tools to prepare reports, presentations, and administrative materials.
- Manage multiple priorities while working independently and collaboratively to meet deadlines.
Skills & Abilities
- Ability to type a minimum of 60-80 words per minute with a high level of accuracy.
- Strong attention to detail with excellent organizational and multitasking skills.
- Ability to perform effectively in a fast-paced environment.
- Excellent written communication skills.
- Proficiency with Microsoft Excel, PowerPoint, Canva, and AI technologies.
Education & Experience
- Maryland Health & Life Insurance license preferred (or ability to obtain).
- At least three years of experience working in administrative role.
- Foundational knowledge of insurance benefits, including health, dental, vision, and ancillary coverage.
Working Conditions
- This is a fully remote position requiring the employee to work from home on a full-time basis.
- Must have a dedicated, professional workspace that is free from distractions.
- Full-time childcare/daycare arrangements must be in place during working hours.
- Prolonged periods of sitting and working at a computer.
- Frequent use of standard office equipment such as a computer, keyboard, phone, and headset.
- Regular interaction with clients, brokers, and insurance carriers via email, phone, and virtual meetings.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Benefits
- Employee Health Benefits (medical, dental, vision)
- 401(k) Retirement Plan
- Employer-paid Group Life insurance
- Paid time off
- Paid holidays
- Paid Bereavement
- Gym membership reimbursement
- Employee Referral Bonus
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