Office Administrative Assistant

Administrative Assistant / Data Entry Clerk Key Responsibilities

• Assist and back up management of the reception inbox and answer incoming phone calls
• Create and organize digital folders on the company shared drive
• Prepare quote requests (RFPs) and complete census documents
• Save documentation and correspondence appropriately
• Print and file required documents
• Communicate with agents/brokers and internal sales staff as needed

• Coordinate with agents/brokers, sales representatives, and insurance carriers
• Review, request, and distribute required documents
• Support new business submissions, renewals, and service-related updates
• Maintain organized documentation within shared drives

• Collaborate with program managers and internal teams
• Coordinate with sales, enrollment services, and client services teams
• Communicate with underwriting and management teams as needed
• Update and track activity using Dropbox, Google Docs, and Excel
• Submit documents for new cases, renewals, and service issues
• Organize documentation across multiple shared drives

• Assist with leadership-assigned projects
• Create and maintain spreadsheets
• Update procedure manuals
• Organize and format data
• Support various office initiatives

• Proficiency in Microsoft Word, Excel, Outlook, and Teams
• Experience using Dropbox and Google Docs
• Strong attention to detail
• Ability to multitask and manage multiple projects simultaneously
• Excellent written and verbal communication skills
• Strong organizational and time-management abilities
• Problem-solving mindset with strategic thinking skills
• Adaptable and willing to assist across departments
• Self-starter capable of working independently

• Monday-Friday:
  In-office
• Work-from-home optional on Fridays after a probationary period (occasional in-office Fridays may be required based on business needs)

• Entry level

• Full-time

• Administrative

• Staffing and Recruiting