Insurance Administrative Assistant

Job Description

Job Description

Paradigm Financial & Insurance Services in DeLand is seeking an experienced Insurance Administrative Assistant to provide client service, administrative support, case follow-up, and appointment coordination in a small, professional financial-services office.

This position is best suited for someone with at least three years of recent professional administrative or office experience. Previous insurance or financial-services experience is helpful but not required. Experience in legal, accounting, banking or another detail-oriented professional office will also be considered.

Responsibilities include processing and tracking client service requests, following up on outstanding paperwork and underwriting requirements, maintaining accurate and confidential client records, monitoring open tasks through completion, confirming appointments, and contacting existing clients and referrals to schedule appointments.

The right candidate must be:

• An experienced administrative professional who recognizes what needs attention and take ownership of assignments
• Able to manage multiple client requests, deadlines, and follow-up items through completion
• Professional and confident when communicating by telephone and email
• Comfortable making proactive outbound calls to existing clients and referrals
• Highly organized, accurate, dependable, and attentive to detail
• Proficient with email, electronic records, Microsoft Office, and computer-based office systems
• Able to learn multiple systems and follow established procedures & compliance guidelines
• Comfortable working independently with confidential client and financial information

Paradigm Financial & Insurance Services is a client-focused, single-advisor financial-services practice supported by a small administrative team. This position works directly with the advisor and play an important role in keeping client service and daily office operations running smoothly.

SCHEDULE

Monday - Thursday 10:00a-5:00p

Friday 10:00a - 4:00p

1/2 hour unpaid lunch daily

Monthly incentives

This position requires fingerprints & background check.

Additional opportunity: Work in a professional financial-services environment while expanding your knowledge of personal finance, insurance, and retirement planning.

Paradigm Financial & Insurance Services is a client-focused, single-advisor financial-services practice supported by a small administrative team. We serve individuals, families, and business owners with insurance, retirement income, long-term care, and financial planning needs. Our office values personal service, attention to detail, dependable follow-through, and long-term client relationships.

Company Description

Paradigm Financial & Insurance Services is a client-focused, single-advisor financial-services practice supported by a small administrative team. We serve individuals, families, and business owners with insurance, retirement income, long-term care, and financial planning needs. Our office values personal service, attention to detail, dependable follow-through, and long-term client relationships.