Administration Assistant

Job Description

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, support our clients with a warm, professional touch, and help coordinate our team at company events throughout the year.

Duties:

• 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
• Answer and direct incoming calls and emails
• Make recruiting calls to prospective agents/candidates as needed
• Coordinate schedules and appointments
• Attend 4 out of state company events per year to provide on-site support
• Coordinate team meals during events
• Handle errands and manage vehicles/transportation for the team
• Book and set up travel arrangements as needed
• Write cards and handle customer care touches
• Shopping for office and event needs

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
• Comfortable with phone-based outreach

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