Administrative Assistant

Administrative Assistant (Administrative)

Lead the Client Experience, One Connection at a Time

My Insurance Lady, powered by Your Policy! My Insurance Lady is a local, woman‑run health insurance agency located in Ada, right on Fulton St (M‑21). At Your Policy, we are guided by four Core Values:
People First, Do What You Love, Deliver What Your Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.

Our mission is to simplify the insurance experience by making it transparent, convenient, and user‑friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust. Less hassle, more happiness is our motto.

We’re looking for a seasoned and amicable Administrative Assistant to be the “front face” of My Insurance Lady! As the first point of contact in our client experience, you will lead the way in creating a warm, inviting atmosphere for our community. Whether you are solving a complex client issue or ensuring our back‑office processes run like clockwork, you are the key culture carrier who keeps our team committed to our mission.

We are looking for a full‑time professional who is solutions‑oriented, highly organized, and eager to grow with a close‑knit team. Your ultimate objective is to drive client engagement and ensure our office operations are seamless, allowing our agents to focus on what they do best: helping people.

• Engage with clients through in‑person, phone, and electronic communications with warmth and enthusiasm.
• Oversee appointment scheduling, registration, and incoming/outgoing mail, including creating personalized packets with hand‑written notes.
• Manage electronic and hard‑copy client files, handle authorization forms, and coordinate signature pages for the sales team.
• Work consistently within our CRM to prioritize tasks, delegate calls, and manage office objectives.
• Maintain overall office upkeep, manage equipment, and order supplies to ensure a professional environment.
• Maintain strict adherence to HIPAA regulations at all times to protect our clients’ privacy.

• 13 years of customer service or administrative experience in a professional setting.
• High School Diploma or GED required (post‑secondary education is a plus).
• High level of poise and the ability to remain calm and professional during stressful situations.
• Basic proficiency in Microsoft Word/Excel, Google Docs, Adobe, and e‑Signature platforms.
• Availability to work overtime hours from October through mid‑December during peak season.
• Working knowledge of the health insurance industry is a definite plus.

• Highly organized and resourceful, proven ability to balance multiple priorities with strong follow‑up skills.
• Effective communicator with excellent verbal and written communication skills and attention to detail.
• Adaptive and flexible, comfortable in a fast‑paced, dynamic environment and able to wear many hats.
• Ownership mindset: take 100% ownership of responsibilities and operate with urgency and sound judgment.
• Team‑oriented, natural desire to go above and beyond to support the team and create a superior client experience.

• Competitive compensation with advancement opportunities.
• Health benefits and on‑the‑job skills training.
• Paid 30‑minute lunch break.
• Paid time off, holidays, and two floating holidays.
• Professional development and comprehensive certification opportunities.
• A values‑driven culture that projects optimism and energizes others.

At My Insurance Lady/Your Policy, we believe insurance is more than policies and paperwork—it’s about people. The Administrative Assistant is the heart of our daily operations, ensuring every client feels heard and every detail is handled with care. If you are a resourceful problem‑solver who wants to make a meaningful impact in our community, we want to meet you!