Administrative Assistant

PURPOSE: 

Our Administrative Assistant performs higher level office support duties and provides specialized program support for the Agent Relations Department. Administrative Assistants perform a wide range of administrative and personal assistant duties including assisting agents to terminate contracts on favorable terms, contacting carriers for agent appointments, acquiring agency state licenses, onboarding new agents, and being the liaison between agents and all carriers. The Administrative Assistant will manage incoming inquiries, maintain regular communication with affiliated brokers and ensure all aspects of licensing and contracting are fulfilled within company guidelines. 

Contracting for ALL Health, Dental, Supplemental, Life, Medicare and P&C

DUTIES AND RESPONSIBILITIES: 

• Respond to and initiate inquiries from actively licensed agents.
• Ensure appropriate licensure for sales agents (NIPR).
• Request license changes, renewals and communicate needs with agents.
• Perform specialized administrative duties required to support the specific program area, using discretion to make judgments based on operating guidelines.
• Compile and maintain information that may require web researching, gathering, compiling, and updating data and records.
• Perform other administrative duties as required to support the mission and function of the unit.
• Maintain accuracy of the agent grid for all resident and non-resident state licensing with carrier appointments.
• Work with newly hired agents and carriers to ensure licensing appointments and certifications are completed on a timely basis.
• Operate independently to ensure an efficient and smooth administration of licensure procedures.
• Develop and recommend process improvements for the compliance program.
• Assist agents to fulfill the terms of or to terminate contracts on mutually amicable terms.
• Clearly explain contracts and appointment terminology to agents and other interested parties.
• Self-monitor progress according to the schedule of completion to submit drafts and documents in a timely manner.
• Responsible for training and onboarding new team members within the department, ensuring they have the necessary knowledge and resources to succeed in their roles.
• Proofread, edit, and fact-check appointment documents for accuracy and consistency, according to a style guide if provided by the agent.
• Complete any other duties assigned by the Senior Contracting Specialist.

JOB QUALIFICATIONS: 

• This position requires a person who must be able to work under stress and deal with the public effectively in a professional manner. 
• 2-3 years of relevant experience in an office environment.
• Able to type minimum 35 words per minute (minimum).
• Results driven, persistent - able to self-direct and work independently showing initiative, while seeking guidance when appropriate.
• Ability to work with a team. 
• Speak fluent Spanish.
• Comfortable multitasking and prioritizing tasks without guidance. 
• Time management expertise to ensure tasks are completed in a timely manner throughout the day. 
• Organizational skills to keep an accurate record of documentation.
• Demonstrated ability to read, write, and speak English and Spanish fluently. 
• Proficient technology usage skills
• Honest and ethical team player
• Sense of urgency with the ability to multitask under pressure.
• Excellent communication skills, both written and verbal.
• Computer knowledge such as powerpoint, database and spreadsheets is required. 
• Strong attendance history of punctuality. 
• High School diploma or General Education Degree (GED) required.
• Ability to pay close attention to detail and be flexible in a fast paced and growing organization.

At Comfort Insurance & Finances, we value our employees and strive to provide a comprehensive benefits package to support your well-being and career growth. Here’s what we offer:

• Dental & Vision Insurance: Comprehensive coverage to help keep you and your family healthy.
• 401(k) Matching: We’ll help you save for the future by matching your retirement contributions.
• Life Insurance: Peace of mind with life insurance coverage for you and your loved ones.
• Paid Time Off (PTO): Enjoy a healthy work-life balance with generous vacation, sick, and personal days.
• Career Development: Access to training, mentorship, and opportunities for professional growth to help you achieve your goals.
• Flexible Work Schedule: Work-life balance matters! We offer flexibility to accommodate your personal and professional needs.

Ready to join a team that invests in you?