Job Details

Administrative Assistant

We are seeking a highly organized and detail-oriented Administrative Assistant to support our brokerage operations. This role is ideal for an administrative professional with insurance knowledge who thrives in a fast-paced environment, excels at multitasking, and delivers exceptional accuracy and customer service. This is a fully remote position requiring a dedicated, distraction-free home workspace.

Primary Responsibilities & Essential Functions

• Assist with the insurance renewal process by preparing proposals and coordinating benefit installations with multiple insurance carriers.
• Review, verify, and process client enrollments, terminations, and benefit changes accurately and efficiently.
• Partner with brokers to support individual clients, including tracking and processing enrollments and providing ongoing customer service.
• Maintain and update the internal database to ensure client records are current and accurate.
• Draft and manage written correspondence with clients, carriers, and internal teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI tools to prepare reports, presentations, and administrative materials.
• Manage multiple priorities while working independently and collaboratively to meet deadlines.

Skills & Abilities

• Ability to type a minimum of 60-80 words per minute with a high level of accuracy.
• Strong attention to detail with excellent organizational and multitasking skills.
• Ability to perform effectively in a fast-paced environment.
• Excellent written communication skills.
• Proficiency with Microsoft Excel, PowerPoint, Canva, and AI technologies.

Education & Experience

• Maryland Health & Life Insurance license preferred (or ability to obtain).
• At least three years of experience working in administrative role.
• Foundational knowledge of insurance benefits, including health, dental, vision, and ancillary coverage.

Working Conditions

• This is a fully remote position requiring the employee to work from home on a full-time basis.
• Must have a dedicated, professional workspace that is free from distractions.
• Full-time childcare/daycare arrangements must be in place during working hours.
• Prolonged periods of sitting and working at a computer.
• Frequent use of standard office equipment such as a computer, keyboard, phone, and headset.
• Regular interaction with clients, brokers, and insurance carriers via email, phone, and virtual meetings.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Benefits

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life insurance
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus