Part-time Administrative and Service Assistant

We are a small, fast-growing family-owned insurance brokerage looking for a freelancer to provide virtual part-time admin and client service support, primarily for two advisors.

The work in this role:

• Answering phone calls, including answering simple questions about our company and gathering details of callers' concerns
• Assisting with review and processing of applications for insurance
• Assisting with information-gathering for claims reviews and questions
• Sending information to prospects and new clients
• Updating client records in Hubspot
• Notifying our administrative partner firm of coverage changes / new clients
• Assisting with proposal documents

The skills we need:

• Excellent communication skills in English, written and verbal
• Attention to detail and accuracy of client health and insurance information
• Discretion and strict adherence to privacy related to all client information
• Solid working knowledge of MS 365 including Excel, Outlook, Teams, and Sharepoint
• Knowledge of Hubspot, CRM system (or ability to learn quickly on the job)
• Personable, caring phone manner with clients and prospects; good listening skills
• Well-organized to assist the partners in managing lead and client follow-ups
• Experience in customer service / enjoy working with the public
• Research ability e.g. to identify prescription drug / treatment info required by advisors
• Experience in the insurance industry (ideal but not essential if you're a quick learner when we introduce you to the basics you need for this role)

The perks / advantages we offer:

• Flexibility in your work days / hours (estimated starting hours: 10 / week)
• Role has the potential to grow in hours, responsibilities and scope of work
• Virtual team, work from home
• Opportunity to learn more about health insurance and healthcare from expert advisors
• Report directly to Director of Business Development and Communications
• Opportunity to contribute your skills to a growing company serving small business and self-employed people

We're a close-knit two-generation family team, easy to work with, and welcoming. We enjoy taking good care of our fast-growing client base and are looking for the right person to join the team part-time on contract to help us deliver excellent service.

Job Types: Part-time, Freelance

Salary: $20.00-$25.00 per hour

Expected hours: 10 – 15 per week

Benefits:

• Flexible schedule

Education:

• Secondary School (preferred)

Experience:

• Administrative experience: 1 year (preferred)
• Customer service: 1 year (preferred)

Work Location: Remote

Application deadline: 2024-03-05