Experienced Administrative Assistant - Life Insurance Applications
The Bailey Group
-
Tampa, FL 33607
Responded to 75% or more applications in the past 30 days, typically within 4 days.
Job details
Salary
$13 an hour
Job Type
Full-time
Requirements
• Experience: • Data Entry: 3 years
• Customer Service: 3 years
• Location: • Tampa: FL 33607
• Work authorization: • United States
Preferred Qualifications
• Experience: • Excel: 1 year
• Salesforce: 1 year
• Project Management : 1 year
• Education: • High school or equivalent
Full Job Description
Experienced Administrative Assistant - Life Insurance Applications Job Description
The Bailey Group (TBG) is the national leader in providing life insurance for small business loans and has doubled in size in each of the past few years. We are seeking an Experienced Administrative Assistant to join our small team and support the mission of helping small business owners nationwide, as we have for over 20 years. This is your chance to play a key role in the future success of this fast-growing organization. This is a high-paced office and we are looking for a candidate who can quickly get up to speed, is very detail-oriented, will work well with the team, is able to speak professionally, and can make an immediate and lasting impact.
Role description:
The Experienced Administrative Assistant will directly support the Case Management team in our home office and play a critical role supporting the administration of processing life insurance policies for our clients. The role will assist in the preparation of application documents and provide customer service support for a portfolio of our clients. Daily operational duties consistently include talking on the phone, rapidly responding to emails, demonstrating strong detail orientation following compliance rules, maintaining Salesforce records, and ensuring that all client paperwork and processing is handled in a timely, accurate, and professional manner.
We are seeking a self-motivated individual with strong attention to details, above-average communication skills, excellent organization, and who is great at following-up. There are many project and process improvement opportunities, which have a direct impact on business growth. With strong performance, there is also opportunity to grow and take on more role responsibility. This role has high-visibility and candidates will provide frequent updates to management on their work, especially as priorities can rapidly change. It is also important to have our new team member be someone who is collaborative, is helpful, enjoys making things better, and is a team player.
Responsibilities include:
• Overseeing completion of applications with our customers, entering lender/client data in Salesforce, communicating directly with clients, and preparing reports
• General office duties including responding to emails (with proper grammar and spelling), answering the phone, scheduling calls, taking notes, keeping organized, and completing assignments
• Tracking and completing several tasks concurrently (priorities can change daily), documenting activities, reporting on progress/status, and asking questions when needed
• Providing frequent progress updates on the status of all assignments (on both a daily and weekly basis)
• Handling miscellaneous operational activities/projects and performing other duties as assigned
• Thoughtfully suggesting process improvement ideas to the team
• Maintaining client confidentiality and ensuring compliance with company's Code of Conduct
A successful candidate will demonstrate:
• Delivery of high-quality work with strong detail orientation and diligently/accurately following processes
• Strong verbal, written, presentation, and interpersonal communication skills
• Intrinsic motivation, with a positive attitude and an extraordinary client service/relationship orientation
• Happy to jump in and help however needed with a sense of urgency and never says “that’s not my job”
• Eager to learn quickly, is not afraid to ask questions/clarifications, and interest to share ideas and improve processes after first fully-understanding the process
• A self-starter who works independently and as a team, is resourceful, and solves problems quickly
• Immediate responsiveness and an ability to confidently handle multiple tasks within tight time frames
• Ability to quickly adapt to changing priorities or direction
• Excellent organizational and time management skills
• Earns trust and demonstrates integrity with lenders/clients and the internal team
• Interest to stay in the organization long-term
Basic qualifications:
• Minimum of 3+ years as an Administrative Assistant, Sales Assistant, Legal Assistant, and/or Contract Assistant Contract Administrator with varying responsibilities
• Interest in or knowledge of life insurance, financial planning, and/or banking industries
• Proficient user of Microsoft Outlook, Excel, and Word
• Must be able to pass a drug test and federal and state background checks
Preferred qualifications:
• Experience using Customer Relationship Management Software, preferably in Salesforce.
• Experience in the life insurance, financial planning, and/or banking industries
• BA/BS degree is preferred, but not required; plus to have degree in finance-related field from an accredited institution.
Additional information and next steps:
• This is a full-time position (40+ hour work week) available immediately working in the Tampa Westshore office.
• We are open to candidates re-entering the workforce.
• Compensation is initially $13.00/hour with potential for bonus/performance-based increase after 3 months.
• Health benefits (medical/dental, etc.) are available.
• Relocation assistance is not provided.
• Please submit your resume and a minimum of 2 references to be considered for a phone screen/interview.
Job Type: Full-time
Pay: $13.00 per hour
Benefits:
• Health insurance
• Paid time off
Schedule:
• 8 hour shift
• Day shift
• Monday to Friday
Supplemental Pay:
• Bonus pay
COVID-19 considerations:
The office staff wears masks and the office provides hand sanitizer.
Experience:
• Data Entry: 3 years (Required)
• Excel: 1 year (Preferred)
• Customer Service: 3 years (Required)
• Salesforce: 1 year (Preferred)
• Project Management : 1 year (Preferred)
Education:
• High school or equivalent (Preferred)
Location:
• Tampa, FL 33607 (Required)
Work authorization:
• United States (Required)
Work Location:
• One location
Typical start time:
• 8AM
Typical end time:
• 5PM
Ergonomic Workspace:
• Yes
Administrative Duties:
• Scheduling
• Answering and routing phone calls
This Job Is:
• A job for which military experienced candidates are encouraged to apply
• A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more
• A good job for someone just entering the workforce or returning to the workforce with limited experience and education
• A job for which all ages, including older job seekers, are encouraged to apply
• Open to applicants who do not have a college diploma
Company's website:
• https://www.thebaileygp.com/
Benefit Conditions:
• Waiting period may apply
Work Remotely:
• No