Office Support Assistant Be Well Insurance Solutions Santa Clara, CA On-site

Job Description

Office Assistant/Customer Service Representative in Insurance Agency

[Walking Distance/Few Blocks from SCU]

This is a dynamic position with a growing woman owned business.

You will be responsible for the day-to-day management of the office as well as individual and employer-based accounts. You must be very Customer Focused and have a desire to learn and be open to change. You must have a “Can do” attitude and ability to work in a fast-paced environment. Excellent Entry Level opportunity for a recent Graduate or someone wanting to enter the professional work force.

Skills required:

· Organizational skills A Must! (Your main job is to keep me organized.)

· MS Word skills a Must! (Word, Excel, PowerPoint, etc.)

· Outgoing personality, excellent people and phone skills.

· Communication, Eloquence, and proficiency with English language

· Although Bilingual capabilities, a Plus!!

· Empathy, and ability to keep client information shared in confidence

· Grammar and business writing skills

· Advanced knowledge or Word, Excel, PowerPoint, Outlook, Gmail functions, (& QuickBooks a plus!!)

· Excellent Mathematical and “number crunching” abilities

(Background in accounting/bookkeeping a plus!)

· Ability to deal with Insurance Carriers, and get what you are requesting in a timely manner (i.e., 8-24 hrs.)

· Ability and tenaciousness to find the answers to questions you may not know the answers to, by calling carriers or researching.

· Perseverance is a must.

· Ability to negotiate and request rates through RFP’s, ability to spread rates in a proposal format, and accurately review for concise and correct data.

· Insurance and Human Resource Savvy.

· Willingness to learn and change, with the changes of the in the industry.

· Ability to be tenacious and get things done in a quick turn around time (i.e. Answer clients’ questions w/in same day or 24 hours.)

· Ability to interpret benefits in Layman’s terms to clients.

· Eagerness to please and go over and beyond the call of duty…

· Ability to present in front of large groups of people, when needed.

Responsibilities will include (but not exclusively):

· Speaking professionally and eloquently with clients daily, helping them with their needs, inquiries, or claims resolutions.

· Marketing and proposal preparation.

· Email and Letter writing to clients and carriers

· Request and Review of benefits and quotes from carriers.

· Keeping clear and organized files on clients.

· Keeping the files up to date and in an orderly fashion.

· Must keep up with all policies and procedures.

· Update policies and procedures as needed.

· Ability to spread rates received from carriers in a concise and client friendly proposal. (Will train on format used.)

· Excel & Quick books skills preferred.

· This job can be fast paced and requires keeping the office organized and running when I am out on appointments, in meetings, on phone, or busy.

· Openness to learning and completing new duties as assigned

· Must have Excellent Time Management and Project Management skills

· Must take position seriously and be on time.

· Casual Dress Ok, while working in office. (casual/Semi-Professional dress ok, when working in office. Semi-Prof. dress required when out at presentation or meeting with clients. TBD.)

· Must dress and act in professional manner when meeting with clients or when at events representing Be Well Insurance Solutions

· Excellent opportunity to gain experience in Financial & Insurance Services.

· Bilingual capabilities a plus!

Pay: Minimum Wage to start. Will increase pay, once training is complete, and as business grows. Opportunity to become licensed and earn commissions & bonuses.