Administrative Assistant (Part time - Temporary)
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AI Summary
The Administrative Assistant will support the sales team by performing data entry for quoting and underwriting information. They will also review paperwork for prospective clients and ensure documentation is delivered accurately and on time.
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 January 2027
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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