Part-Time- On-Site- Office Assistant

Part-time Office Assistant/Customer Service Representative/Bookeeper in Insurance Agency

[Walking Distance/Few Blocks from SCU Campus]

This is a new and dynamic position with a growing woman owned business.

You will be responsible for the day-to-day management of the office as well as individual and employer-based accounts. You must be very Customer Focused and have a desire to learn and be open to change. You must have a “Can do” attitude and ability to work in a fast-paced (intense at times) environment.

Skills required:

•Organizational skills A Must! (Your main job is to keep me organized.)

•MS Word skills a Must! (Word, Excel, PowerPoint, etc.)

•Outgoing personality, excellent people and phone skills.

•Communication, Eloquence, and proficiency with English language

•Although Bilingual capabilities, a Plus!!

•Empathy, and ability to keep client information shared in confidence

•Grammar and business writing skills

•Advanced knowledge or Word, Excel, PowerPoint, Outlook, Gmail functions, (& QuickBooks a plus!!)

•Excellent Mathematical and “number crunching” abilities

(Background in accounting/bookkeeping a plus!)

•Ability to deal with Insurance Carriers, and get what you are requesting in a timely manner (i.e., 8-24 hrs.)

•Ability and tenaciousness to find the answers to questions you may not know the answers to, by calling carriers or researching.

•Perseverance is a must.

•Ability to negotiate and request rates through RFP’s, ability to spread rates in a proposal format, and accurately review for concise and correct data.

•Insurance and Human Resource Savvy.

•Willingness to learn and change, with the changes of the in the industry.

•Ability to be tenacious and get things done in a quick turn around time (i.e. Answer clients’ questions w/in same day or 24 hours.)

•Ability to interpret benefits in Layman’s terms to clients.

•Eagerness to please and go over and beyond the call of duty…

•Ability to present in front of large groups of people, when needed.

Responsibilities will include (but not exclusively):

•Speaking professionally and eloquently with clients daily, helping them with their needs, inquiries, or claims resolutions.

•Marketing and proposal preparation.

•Email and Letter writing to clients and carriers

•Request and Review of benefits and quotes from carriers.

•Keeping clear and organized files on clients.

•Keeping the files up to date and in an orderly fashion.

•Must keep up with all policies and procedures.

•Update policies and procedures as needed.

•Ability to spread rates received from carriers in a concise and client friendly proposal. (Will train on format used.)

•Excel & Quick books skills preferred.

•This job can be fast paced and requires keeping the office organized and running when I am out on appointments, in meetings, on phone, or busy.

•Openness to learning and completing new duties as assigned

•Must have Excellent Time Management and Project Management skills

•Must take position seriously and be on time.

•Casual Dress Ok, while working in office. (casual/Semi-Professional dress ok, when working in office. Semi-Prof. dress required when out at presentation or meeting with clients. TBD.)

•Must dress and act in professional manner when meeting with clients or when at events representing Be Well Insurance Solutions

•Excellent opportunity to gain experience in Financial & Insurance Services.

•Bilingual capabilities a plus!

Pay: Minimum Wage to start. Will increase pay, once training is complete, and as business grows. Opportunity to become licensed and earn commissions & bonuses.

References requested.

If interested, please contact: Sylvia (408) 615-1280