Administrative Associate
hace 6 meses
**Company**: Grabner Benefits
**Salary**: $700-$900 USD
**About us**:
At Grabner Benefits, we specialize in educating and assisting our clients with their insurance needs, ensuring they receive the best coverage at the best price. Our dedicated team, led by experienced professionals, is committed to making insurance decisions easier and more confident for our clients. With a deep understanding of the industry and a personalized approach, we aim to provide exceptional service and support—partner with us to navigate the complexities of insurance with ease and confidence.
**Roles and Responsibilities**:
- Take inbound calls for our agency, directing them to where they need to go/what they need to do (Claims, policy change, new lead, referral, basic questions, etc.)
- Participate in welcome calls and the onboarding process
- Make Outbound calls to new and current clients, follow up, and check in if they have any questions, would like to make any changes, or schedule a time to speak
- Use EZlynx to prepare and present quotes
- Maintain and organize client records, ensuring accuracy and up-to-date information.
- Coordinate and schedule client appointments and follow-up meetings
- Serve as a primary point of contact for clients, providing timely responses
- Manage billing and payment collections from clients
**Skills**:
- Excellent phone handling skills
- Organizational skills, attention to detail, and ability to manage multiple tasks
- Ability to manage time effectively
- High level of aptitude in all Microsoft Office products (Word and Excel primarily, PowerPoint)
- Professionalism, reliability, and a proactive approach to tasks
**Technology**:
- EZlynx
- Ring Central
- Google Suites
**Qualifications**:
- Bachelor’s degree (preferred)
- Professional working experience (1-year minimum)
- Advanced English (required)
**Physical Setting**: Fully Remote
**Schedule**: Monday to Friday - 9:00 am - 6:00 pm EST with a one-hour lunch break
Pay: $11,880.00 - $18,700.00 per month
**Language**:
- Native or C2 English (required)
Work Location: Remote
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