Administrative Assistant

Primary Responsibilities & Essential Functions

• Aid with the insurance renewal process by creating proposals and coordinating benefit installations with multiple insurance carriers.
• Review, verify, and process client enrollments, terminations, and benefit changes accurately and efficiently.
• Partner with brokers to support individual clients, including tracking and processing enrollments and providing ongoing customer service.
• Maintain and update the internal database to ensure client records are current and accurate.
• Draft and manage written correspondence with clients, carriers, and internal teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI tools to prepare reports, presentations, and administrative materials.
• Manage multiple priorities while working independently and collaboratively to meet deadlines.

Skills & Abilities

• Type a minimum of 60-80 words per minute with a high level of accuracy.
• Show strong attention to detail with excellent organizational and multitasking skills.
• Perform effectively in a fast-paced environment.
• Show excellent written communication skills.
• Show proficiency with Microsoft Excel, PowerPoint, Canva, and AI technologies.

Education & Experience

• A Maryland Health & Life Insurance license preferred (or ability to obtain).
• At least three years of experience working in an administrative role.
• Foundational knowledge of insurance benefits, including health, dental, vision, and ancillary coverage.