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hace 1 mes
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