APEX Insurance Group is seeking a dependable, organized Administrative/Executive Assistant to support our team during our busiest time of the year: the Medicare Annual Enrollment Period and Health Insurance Marketplace Open Enrollment Period.
This is a temporary, full-time position beginning October 1 and ending December 31. This position is intended specifically to provide additional administrative support during our busy enrollment season and is not currently expected to continue beyond the end of the year.
Position Details
- Employment Type: Temporary, full-time
- Dates: October 1 through December 31
- Schedule: Monday through Friday, 8:30 a.m. to 4:30 p.m. (We are flexible to fit your schedule)
- Work Location: In person only
- Sales Required: No
- License Required: No
Job Description
The Administrative/Executive Assistant will provide day-to-day support to the agency owner and two licensed insurance agents. This position does not involve selling insurance or providing insurance recommendations. The primary responsibility will be helping the office remain organized, responsive, and efficient throughout the busy enrollment season.
This person will frequently be the first point of contact for clients calling or visiting the office. They will assist with appointment scheduling, collect and accurately document client information, complete general back-office work, and help the agents and agency owner with administrative tasks as needed.
Primary Duties and Responsibilities
- Answer incoming phone calls and direct calls to the appropriate team member
- Schedule, confirm, reschedule, and cancel client appointments
- Collect basic client information and accurately enter or provide it to the appropriate agent
- Document client messages, questions, and requested follow-up
- Greet clients and visitors when they arrive at the office
- Notify agents when their scheduled clients have arrived
- Assist clients with completing basic forms and providing requested documentation
- Organize, scan, copy, print, upload, and file documents
- Maintain accurate client records and update information when necessary
- Assist with appointment preparation and general client follow-up
- Monitor office messages and help ensure client requests are handled promptly
- Perform general data entry and administrative work
- Help maintain an organized reception area and office environment
- Assist with mail, paperwork, document preparation, and other back-office responsibilities
- Provide administrative support to the agency owner and two insurance agents
- Complete additional office-related tasks assigned by the agency owner or agents
- Help the team manage the increased workload associated with AEP and OEP
The ideal person for this position will understand that responsibilities may vary from day to day depending on the needs of the office. The role requires someone who is comfortable assisting wherever needed while maintaining professionalism and protecting confidential client information.
Important Temporary-Position Notice
This position is being hired specifically for APEX Insurance Group’s busy enrollment season. Employment is expected to begin on October 1 and conclude on December 31. Applicants should apply with the understanding that this is a temporary, seasonal position and not a permanent year-round role.
Pay: $18.00 - $20.00 per hour
Benefits:
Work Location: In person