Bilingual Administrative Assistant

Fabian Insurance Services (FIS) - Lakeland, FL


Administrative Assistant
Job Description
Primary Duties and Responsibilities:

 Prep office in the morning for client arrivals
 Open ‘Todoist’ daily checklist and modularly comply with tasks
 Check all phone messages
 Return Calls
 Distribute messages to agents
 Check all fax messages
 Confirm appointments
 Follow-up all messages left from prior day and morning before opening
 Review act! system information for:
o Missing fields
o Duplicated Clients
o Wrong Information
o Set-up follow-up calls for the 2 nd , 6 th , 9 th month and/or September
after enrollment to verify plan satisfaction.
 Enter new and/or update Medicare applications
 Manage calendar
 Trouble shooting for programs, phone, computer, fax, copier issues.
 Greet clients
 Check all client’s Medicaid letters and information to accurately identify
application’s next step
 Scan and index all agents’ applications and enter into act! program
 Ask for marketing schedule updates
 Insure there’s no missing event in calendar
 Check office and plans’ inventory
Other responsibilities may include:

 Mail out clients’ birthday cards
 Mail out letters to clients with no phone or email on system
 Assist with checking in and out of clients
 Review Medicaid information upon request
 Send fax to DCF or carriers as needed
 Review and distribute mail
 Setup conference’s literature


 Good organizational skills
 Multi-tasking
 Good verbal communications skills (English & Spanish required)
 Great customer service skills.
 Ability to prioritize
 Able to deal with a fast pace environment
 Ability to train personnel
 Scheduling experience
 Positive, cooperative, and collaborative attitude


 High School Diploma or equivalent
 Some college preferred.
 Minimum 1 to two (1-2) years of experience in as administrative
assistant, working knowledge of medical insurance a plus.
 Computer knowledge including Microsoft Office programs; scheduling

Job Type: Full-time

Salary: $10.00 /hour


  • Medical Receptionist: 1 year (Preferred)