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Insurance Brokerage Support Specialist

2 months ago

Georgia, United States Your Insurance Advocates Full time

Brokerage Operations Assistant

Your Insurance Advocates is a specialized health insurance brokerage located in the greater Atlanta area, dedicated to serving clients nationwide. Our mission is to provide our clients with reliable and precise guidance regarding their health insurance choices, ensuring their peace of mind.

We are currently seeking a proactive and detail-oriented Brokerage Operations Assistant. The ideal candidate will possess strong organizational skills, the ability to multitask, and a proven track record of working effectively both independently and within a team environment. This role is crucial in enhancing the overall success of our organization by delivering exceptional service to our clientele.

Key Responsibilities:

  • Develop and implement office processes and protocols
  • Work collaboratively with various departments to facilitate seamless communication
  • Maintain operational efficiency by overseeing office systems and procedures
  • Manage incoming and outgoing communications
  • Direct calls to the appropriate sales teams
  • Assist Sales Managers with appointment scheduling, data collection for quotes, and tracking sales and service activities within the CRM
  • Address client inquiries and requests, including ID card distribution, billing concerns, payment processing, and enrollment assistance

Qualifications and Skills:

  • Ability to maintain a quiet and secure remote work environment with reliable internet access
  • 3-5 years of experience in customer service or a related administrative capacity
  • Familiarity with the health insurance sector is advantageous
  • Experience with various customer relationship management systems
  • Proficient in managing multiple online platforms
  • Strong data entry skills
  • Proficient in Google-based applications
  • Exceptional organizational and time management abilities
  • Strong communication and problem-solving skills, with a self-motivated approach
  • Positive demeanor, meticulous attention to detail, and the ability to work autonomously
  • A strong sense of patience and a commitment to providing peace of mind
  • Flexibility to adapt in a dynamic, growing company

This position offers a pathway to advanced service roles and potential transition into sales opportunities.

Compensation: Hourly rate with opportunities for raises and transition to a salaried position.

Work Environment: Remote position with daily virtual meetings.

Company Size: 5-10 employees.