AI Admin Assistant Insurance

Job Overview

We are seeking a dynamic and detail-oriented AI Admin Assistant specializing in the insurance industry to join our team. This role offers an exciting opportunity to support our administrative operations, streamline office processes, and enhance customer service experiences through effective office management and technical skills. The ideal candidate will be proactive, highly organized, and possess strong communication abilities to ensure smooth daily operations and exceptional client support. This paid position is perfect for someone eager to grow their administrative expertise within a vibrant insurance environment.

Duties

• Manage front desk responsibilities, including greeting visitors and directing inquiries with professionalism and courtesy
• Operate multi-line phone systems to handle incoming calls efficiently, providing accurate information or routing calls appropriately
• Maintain organized filing systems, both physical and digital, ensuring quick retrieval of documents and records
• Perform data entry tasks with high accuracy using computer literacy skills, including Microsoft Office and Google Workspace tools
• Support bookkeeping activities by utilizing QuickBooks for invoicing, expense tracking, and financial record keeping
• Assist with calendar management and scheduling appointments or meetings for team members or clients
• Provide exceptional customer support by addressing client inquiries promptly and professionally
• Conduct proofreading of documents to ensure clarity, accuracy, and professionalism in all communications
• Handle office management duties such as supply inventory, mail distribution, and maintaining a clean, efficient workspace

Experience

• Proven office experience with a strong background in administrative support roles
• Clerical experience demonstrating proficiency in filing, data entry, and document management
• Familiarity with QuickBooks accounting software and basic bookkeeping procedures
• Excellent computer skills with proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace applications
• Strong organizational skills with the ability to multitask effectively in a fast-paced environment
• Bilingual abilities are highly desirable to assist diverse client needs
• Previous experience as a personal assistant or in office management roles is advantageous
• Exceptional phone etiquette skills combined with experience managing multi-line phone systems
• Demonstrated ability to manage time efficiently while maintaining attention to detail

Join us to be part of a supportive team where your organizational talents will make a real impact! We value energetic professionals who thrive on providing outstanding administrative support while continuously developing their skills in a collaborative environment.

Pay: $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Parental leave
• Retirement plan
• Tuition reimbursement

Work Location: In person