Part-time Administrative Assistant Job at Irwin Cohen Group
About us
We are professional, customer-centric and our goal is to provide the highest level of customer service..
Our work environment includes:
- Work-from-home days
- Flexible working hours
- Relaxed atmosphere
We are looking for an industrious and reliable individual to join our team. The ideal candidate will have an upbeat personality, good phone skills, tremendous follow-up and an appreciation for a job well done. The candidate will be capable of handling a wide range of responsibilities, including word processing, data entry, and general administrative tasks. We are seeking an organized, highly motivated individual who can work well as part of a team.
Responsibilities:
- Assist the Customer Service Coordinator with the underwriting process.
- Request proposals from insurance companies and review proposals upon receipt.
- Record prospect and client interactions using Zoho CRM.
- Send meeting invites and track responses.
- Confirm that the President has all necessary information for meetings with prospects and clients.
- Exhibit integrity in every interaction with our prospects, clients, and strategic partners.
Job requirements:
- Professional, friendly, and well-versed in handling phone and email
- Ability to multi-task and manage numerous projects simultaneously
- Strong organizational and project management skills
- Excellent time management
- Advanced computer skills including Microsoft Office Suite
- Quick learner
- 2+ years of Life & Health insurance related experience; preferred but not required
- Experience developing an email drip campaign, preferred but not required
Job Type: Part-time
Pay: $15.00 - $20.00 per hour
Schedule:
- 4 hour shift
- Monday to Friday
- Self-determined schedule
Experience:
- Microsoft Excel: 2 years (Preferred)
- Microsoft Outlook: 2 years (Preferred)
Work Location: Remote
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