Healthcare Coverage Coordinator
hace 5 días
BruntWork is seeking a skilled Administrative Assistant to join our team in a remote capacity. As an Admin Assistant, you will play a crucial role in streamlining operations and enhancing customer experience for our health insurance agency.
Key Responsibilities
- Conduct engaging "happy 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 Excel spreadsheets, enhancing data accessibility
- Utilize and optimize the company's CRM system (Go High Level) 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 (typically 9 AM to 4 PM in the client's time zone)
- Self-motivated with the ability to work independently while contributing to team goals
- Excellent written and verbal communication skills in English
Independent Contractor Perks
- Permanent Work from Home
- Immediate Hiring
- Steady Freelance Job
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