Administrative Assistant

Integrity•Hot Springs, AR

11d•Onsite

About The Position

The Office Administrative Assistant will be responsible for making and scheduling appointments in an efficient and timely manner. Assisting customers in person and on the phone, providing information, filing client materials, and communicating with various vendors. This individual will also obtain and enter complete demographic and insurance related information.

Requirements

High school diploma or GED is required.
1-year work experience, preferably in a insurance setting.
Some knowledge of insurance terminology preferred.
Word processing and computer experience preferred

Responsibilities

Answer telephone, screen calls, take messages, transfer calls to team members/agents and provide information.
Greet and register clients in a polite, prompt, helpful manner.
Schedule, coordinate, and reschedule appointments.
Relay necessary messages to staff.
Manage agents’ calendars and pull files for returning client appointments.
Verify necessary information and enter records into CRM and paper file.
Maintain clean, orderly waiting area and reading materials.
Assist with necessary paperwork for group benefits, Medicare, life and annuity products.
Assist with faxing/emailing applications to carriers.
Assist with internal and external meeting necessities i.e. handouts, supplies, meals.
Use computer system to generate information necessary for tracking leads.
Commission verification, claims and Policyholder services.