Overview
We are seeking a proactive, detail-oriented, and flexible Administrative Assistant to support both business and personal needs. You will play a key role in ensuring the smooth operation of calendars, communications, and member support.
Responsibilities
- Provide administrative support, including data entry, reports, and outbound calls.
- Maintain CRM data accurately and up to date.
- Learn plan benefits for Health Insurance Companies.
- Manage business and personal calendars.
- Perform light accounting duties.
- Organize meetings, send reminders, and coordinate company events.
- Conduct outbound welcome, quarterly, and birthday calls.
- Assist members with value-added health plan benefits (e.g., ordering OTC products).
- Support personal scheduling such as family calendar and travel arrangements.
- Collaborate with Agents to gather information for reports.
- Handle inbound/outbound calls and email outreach.
- Provide daily check-ins with CEO.
- Take accurate meeting notes and manage follow-ups.
Qualifications
- Bilingual in English and Spanish (required)
- Strong customer service and communication skills
- Positive, adaptable, and eager to grow
- Proficient in Microsoft 365 (Excel, PowerPoint, Outlook, Word, OneDrive, Teams)
- Familiarity with CRM platforms
- Knowledge of health insurance (preferred, not required)
Benefits
- Statutory benefits
- Competitive salary
- Work equipment provided
- Work from home
- Work schedule: Monday to Friday, from 8:00 AM to 5:00 PM PST
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