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Administrative Support Specialist

hace 1 mes


Bogotá, Bogotá D.E., Colombia BruntWork A tiempo completo
Administrative Support Specialist

This role offers a unique blend of customer support, bookkeeping, and data management responsibilities. As an Admin Assistant in the fast-paced world of health insurance, you'll be at the heart of the agency's operations, ensuring smooth client interactions, maintaining financial accuracy, and contributing to the company's technological advancements.

Key Responsibilities
  • Conduct engaging calls to new clients, confirming enrollments and ensuring proper insurance setup
  • Perform essential bookkeeping tasks using QuickBooks Online, maintaining financial accuracy and transparency
  • Transform customer information from enrollment forms into organized spreadsheets, enhancing data accessibility
  • Utilize and optimize the company's CRM system for improved customer relationship management
  • Assist in implementing and leveraging new tools for streamlined receipt management and accounting integration
  • Adapt to evolving technological needs, including potential transition to AI-assisted customer service systems
  • Support various administrative functions to boost overall business efficiency and client satisfaction

Requirements
  • Proven experience with QuickBooks Online and a solid foundation in bookkeeping principles
  • Advanced proficiency in Microsoft Excel for complex data entry and management tasks
  • Exceptional customer service skills with a confident phone manner for outbound calls
  • Demonstrated ability to quickly master new software systems and technologies
  • Meticulous attention to detail, ensuring data accuracy and quality in all tasks
  • Strong time management skills with the ability to juggle multiple priorities effectively
  • Familiarity with the insurance industry is a plus, but not required
  • Comfortable working remotely and adapting to a flexible 20-30 hour work week
  • Available during core business hours
  • Self-motivated with the ability to work independently while contributing to team goals
  • Excellent written and verbal communication skills in English