Experience as an Executive Assistant, Administrative Assistant and/or experience in the Insurance and/or investment industry would be considered an asset. Customer Service Skills are a must! Candidates must have a keen attention to detail, be task oriented, and work well with deadlines. (Criminal & Credit Record Check is required)
Duties and Responsibilities
1. Information Management - Data entry, keeping client information up to date and secure
2. Customer Service - Providing industry leading service to our clients, going above and beyond is the norm here.
3. Sales Support - Assisting sales professionals with creation of documents for sales, & renewals, data entry and tracking of sales process & requirements.
To do these aspects of the job we need someone who is...
Good with technology ChromeOS, Windows & iPad iOS
Able to learn Saleforce.com & our Industry & business processes
Strong with communications via email, phone & in person
Proficent with Google Workspace Email, Calendar, Documents & Sheets
Detail oriented mostly text and numbers details
Able Adapt to Changing process
Willing to learn, The Technology we use, Insurance and Investments Regulations & Procedures
Work Environment - Office
Location - Montague
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
Flexible schedule
On-site parking
Work Location: In person
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