Administrative Assistant

$33,280 - $37,440/Yr

InsureBoost - Columbia, SC

Part-time - Entry Level

Columbia, SC

About the position

The Administrative Assistant at InsureBoost is responsible for providing comprehensive support to clients and agents in a dynamic insurance environment. This part-time role involves managing client communications, scheduling appointments, assisting with paperwork, and ensuring compliance with industry regulations. The position requires strong organizational skills, effective communication, and a client-focused mindset to enhance service delivery and operational efficiency.

Responsibilities

• Answer incoming calls and greet clients, managing in-person and virtual appointments.
• Schedule client and agent appointments, reminders, and track key dates for Open Enrollment and renewals.
• Maintain office organization, including stocking supplies and ensuring a welcoming environment.
• Send appointment reminders, renewal notifications, and follow-up messages to clients.
• Assist clients with paperwork and application processes, guiding them through basic steps.
• Handle billing reminders and follow up on premium payments and billing queries.
• Record and organize commission reports for tracking purposes.
• Generate delinquency reports and distribute them to agents for outstanding payments.
• Compile agency metrics and ensure compliance for client files.
• Track regulatory changes and keep client files up-to-date.
• Manage social media content and send client update messages.
• Assist with daily operations for in-office staff and call center agents.
• Provide administrative support to train and guide independent agents.
• Monitor team performance metrics and assist in performance reviews.
• Support the client intake process from initial contact to policy setup.
• Monitor call center metrics and assist in setting goals for service quality.
• Prepare reports on delinquent clients and compliance data.
• Assist in onboarding new agents and organizing training sessions.
• Coordinate client outreach for renewals and account updates.
• Build relationships with community organizations to promote agency services.
• Refine processes for call handling and in-office appointments.
• Conduct regular compliance checks and update policies as needed.

Requirements

• 1 year of experience in an office or similar setting preferred.
• 1 year of experience in the insurance industry or willingness to obtain an insurance license within 6 months.
• Strong communication skills, both written and verbal.
• Excellent organizational skills and attention to detail.
• Problem-solving abilities and resourcefulness in addressing issues.
• Technical proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook).
• Client-focused mindset with prior customer service experience.
• Accountability and initiative in completing tasks on time.
• Adaptability and flexibility to handle changing priorities.
• Team player attitude, willing to assist and collaborate with others.

Nice-to-haves

• Experience in the insurance industry is preferred but not mandatory.
• Willingness to relocate to Columbia, SC before starting work.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Professional development assistance
• Flexible schedule