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Office Assistant

4 months ago

Tustin, United States Raul Morales Insurance Services Inc Full time

We are currently in search of a highly motivated and growth-oriented front desk Receptionist for our well-established private office. With over 20 years of dedicated service to our community, we are committed to providing excellent care daily. Our focus on excellence is deeply ingrained in our culture, and we value a winning attitude from all team members. Success in our office is closely tied to having a growth mindset and being receptive to feedback.
- Proficient understanding of Medicare and Social Security regulations.
- Sound knowledge of Medicare terminology.
- Familiarity with insurance principles and concepts.
- Proficient typing and computer skills.
- Demonstrated ability to efficiently operate a multi-line company phone system for both inbound and outbound calls.
- Familiarity with operating printers and electronic fax systems.
- Physical capability to lift items weighing 5-10 lbs.
- Exceptional communication skills, both verbal and written.
- Willingness and ability to undergo cross training.
- Bilingual: Fluent in English and Spanish
- Cultivates a positive attitude, exuding warmth, friendliness, and approachability.
- Exhibits responsibility, dependability, and a sense of accountability.
- Demonstrates exceptional ability to work both independently and collaboratively as part of a team.
- Pays meticulous attention to detail, ensuring accuracy and precision.
- Shows exemplary commitment by consistently maintaining regular attendance and punctuality.
- Demonstrates self-motivation and possesses a proactive approach to tasks.
- Respects the confidentiality of RMIS business operations and information.
- Handle and respond to inbound calls effectively utilizing RingCentral.
- Conduct outbound calls and meticulously document each outcome in the CRM system.
- Efficiently schedule appointments using the Microsoft calendar.
- Maintain and manage the scheduling calendar with proficiency.
- Reach out to clients scheduled for appointments in case a staff member is unavailable due to illness.
- Coordinate and resolve client complaints promptly.
- Ensure the reception area is kept clean and presentable.
- Contact clients who have not shown up for their appointments or are running late.
- Organize and schedule meetings between brokers and provider offices.
- Assist brokers by preparing the necessary materials for meetings.
- Utilize apps like Think Agent to send Scope of Appointments to relevant parties.
- Greet and welcome clients as they arrive and promptly inform the broker.
- Regularly check office inventory every two weeks.
- Thoroughly document all conversations with clients, whether in person or over the phone, in our CRM system.
- Create Excel spreadsheets as required.
- Develop PowerPoints for broker meetings with provider offices.
- Welcome walk-in clients, address their inquiries, and schedule or confirm appointments based on availability.

**Job Type**: Part-time

Pay: $21.00 - $22.00 per hour

Expected hours: 30 per week

Schedule:

- Weekends as needed

**Experience**:

- Insurance verification: 1 year (required)

**Language**:

- Spanish (required)

Shift availability:

- Day Shift (required)

Ability to Relocate:

- Tustin, CA 92780: Relocate before starting work (required)

Work Location: In person