Administrative Assistant with CRM Responsibilities

2 weeks ago


Pasadena, United States Easy Wealth Institute Full time

**About us**

We are professional, agile, professional and our goal is to Educate 30 Million Families by 2030..

Our work environment includes:

- Modern office setting
- Food provided
- Growth opportunities
- Wellness programs
- Modern office setting

**Responsibilities**:

- **Client Follow-Up and CRM Management**:

- Maintain accurate and up-to-date client records in the CRM database, including contact information, policy details, and communication history.
- Use the CRM system to schedule follow-up tasks, set reminders, and track client interactions to ensure timely and effective communication.
- **Provider Communication**:

- Liaise with insurance providers to obtain updates on client cases, claims processing, and policy status, and record relevant information in the CRM system.
- Follow up with providers to ensure timely resolution of client issues and inquiries, and document outcomes in the CRM database.
- **Agent Support and Process Management**:

- Assist insurance agents with administrative tasks such as scheduling appointments, preparing documents, and managing paperwork, and update CRM records accordingly.
- Monitor agents' workflows and processes within the CRM system to ensure compliance with company policies and procedures.
- **Administrative Tasks**:

- Maintain organized and up-to-date client files, ensuring all documentation is accurate and accessible, and enter relevant information into the CRM database.
- Prepare reports, spreadsheets, and presentations using CRM data to support agency operations and decision-making processes.

**Requirements**:

- Bachelor's degree preferred.
- Previous experience in an administrative role, preferably in the insurance or financial services industry.
- Strong communication skills, both written and verbal.
- Exceptional organizational and time management abilities, with a keen attention to detail.
- Proficiency in Microsoft Office suite (Word, Excel, Outlook,Power Point) and CRM software.
- Ability to prioritize tasks and manage time effectively in a fast-paced environment.
- Customer service orientation with a focus on providing exceptional support to clients and agents.
- Team player with a positive attitude and willingness to adapt to changing priorities.

**Benefits**:

- Competitive salary
- Opportunities for professional development and advancement within the company
- Comprehensive training

Pay: $25,000.00 - $85,000.00 per year

**Benefits**:

- Flexible schedule

Pay rate:

- Commission only

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday
- Weekends as needed

Work setting:

- In-person
- In the field
- Office

Ability to Relocate:

- Pasadena, CA 91101: Relocate before starting work (required)

Work Location: In person



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