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Administrative Assistant

Choice Financial Group LLC

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
Choice Financial Group LLC
Vacancy posted 1 day ago
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