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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