Administrative Assistant (Part time - Temporary)
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AI Summary
The Administrative Assistant supports the sales team by managing data entry for quoting and underwriting. They are responsible for delivering accurate quotes and reviewing client paperwork to ensure all necessary documentation is obtained.
Overview
The Administrative Assistant will support the sales team in servicing independent brokers marketing the Company’s products, reporting to the Director of Sales Operations. The role will facilitate critical processes throughout the entire new business flow on behalf of the Regional Sales Directors.
Note - this is a temporary part-time position, 20-25 hours per week from August 2026 to December 2026
Responsibilities
- Data entry of quoting and underwriting information
- Efficiently deliver requested quotes accurately and by agreed-upon deadlines
- Perform in-depth reviews of paperwork to ensure documentation for prospective clients and work with sales staff to obtain the necessary information.
- Support a set of Sales Directors in a team environment
- Other duties as assigned
Skills and Qualifications
- Proficient in Word, Excel, and PowerPoint
- Self-motivated – ability to work successfully without ongoing supervision
- Strong time management and organizational skills
- Above-average attention to detail
- Strong customer service skills
- Strong communication and organizational skills
- High School Graduate or GED
- Fluent in English
- Exposure to health insurance is a plus
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