Administrative Assistant
PearsonRavitz
Ardmore, PA US
Posted ago
PearsonRavitz

Forward-thinking, progressive Insurance Company is seeking a highly motivated, talented individual to work alongside our team. This person is deeply committed to top-notch customer service (serving the client, exemplifying the 3 C’s: Care, Commitment, and Communication. This person always looks to go “above and beyond” for our clients and the team to make sure that they have a smooth and enjoyable home selling experience.

The right candidate will be assertive, outgoing, organized, detailed, ambitious, confident, goal-driven, and results-oriented. A love for problem-solving and "thinking outside of the box" is a must! If this job sounds like a match for you, we must speak with you today! The right person will do anything to help move the team forward.  This role is also not a stepping stone to becoming an agent. We need someone very organizationally-driven and operations-minded.

Responsibilities

  • Acting as the main point of contact for a client for the lifetime of their policy
  • Replying to all client requests in a timely and professional manner
  • Fielding requests from clients, determining who should handle each request, and appropriately passing the clients to the necessary contacts to complete the requests
  • Ensuring yearly anniversary communications are sent to the entire client base; properly managing the replies to these communications to ensure all questions and requests are addressed
  • Handles all address changes, overdue notices, premium mode changes, beneficiary updates, and other account maintenance items for entire client base; thoroughly records all of these updates in Salesforce
  • Working directly with the insurance carriers to perform maintenance on client’s policies and accounts
  • Providing never-failing kind and patient support to all clients and insurance provider representatives
  • Works cross-functionally with other departments to ensure that all data pertaining to each client has been thoroughly serviced and maintained
  • Aren’t afraid of the unknowns and ambiguities of a small business, and are willing to dive into anything
  • Are highly conscientious, like to see things done right, and aren’t one to let things slip through the cracks
  • Love to communicate with clients and delight in delivering top-notch, professional service
  • Don’t find any task too small – as with any small team, you never know where your assistance will be needed!

Bonus points if you:

  • Have worked in a client service role in the past
  • Have experience working with G Suite or Salesforce
  • Have experience in the insurance industry (though this is not a requirement)

Qualifications

We think you'll be a fit if you:

  • Are customer service-oriented, agile, inquisitive
  • Are a strong organizer and multitasker
  • Enjoy continuous change and improvement, and want to have a stake in helping shape those improvements
  • Love to create systems and maintain them
  • Aren’t afraid of a high volume of communications
  • Embrace technology as a means of running things more efficiently, and don’t shy away from tools or software you haven’t worked with before
  • Aren’t afraid of the unknowns and ambiguities of a small business, and are willing to dive into anything
  • Are highly conscientious, like to see things done right, and aren’t one to let things slip through the cracks
  • Love to communicate with clients and delight in delivering top-notch, professional service
  • Don’t find any task too small – as with any small team, you never know where your assistance will be needed!

Bonus points if you:

  • Have worked in a client service role in the past
  • Have experience working with G Suite or Salesforce
  • Have experience in the insurance industry (though this is not a requirement)

Compensation
$45,000-$50,000
About PearsonRavitz

Stephanie Pearson, MD, FACOG, brings the experience of a physician into the disability and life insurance market. Injured in the prime of her career, the Board Certified OB/GYN took an unexpected journey to become an advocate and advisor for physician insurance. Scott Ravitz, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. Today, the two have officially partnered to offer unique industry insights and expertise with incredible care. Together as PearsonRavitz, Stephanie and Scott advise and advocate for physicians about the importance of protecting life’s most valuable financial assets. The partnership wields the duo’s powerful combined skill set — and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors.

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.