Admin Support (Insurance) - 100% Remote

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The Opportunity

Your Responsibilities

• Email responses, invoice management, client lookups
• Admin work cutting into prospecting and selling time
• Runs events and seminars
• Familiar with automations, using AI to be efficient
• Email automation for prospecting sequences
• 30, 60, 90 day contact emails
• Birthday emails (still hand-writes birthday cards)
• Moving from Medicare Pro to Go Guru CRM
• Help creating processes in new platform

Required Qualifications

• Insurance background preferred, medicare experience ideal
• Must be teachable and computer proficient
• Basic Microsoft Office and Excel navigation
• Internet skills for client list downloads
• Organization skills and systems creation experience

Apply now: