Insurance And Investment Administrative Assistant

Insurance and Investment Administrative Assistant

Bowman Gaskins Financial Group is a hybrid Insurance and registered investment advisory firm looking for a motivated individual who can work independently and support the needs of the growing book of business.

Job Type: Full-time on site required within core hours Monday-Friday of 9:30am to 4pm. Earlier start is ok, or working later to get to 40 hours.

Base Salary: $38,000.00 to $45,000.00 /year. Salary will be commensurate with experience.

Bonus: Merit based

Responsibilities:

• Process new and existing client paperwork
• Handle client requests (update enrollment, COBRA Administration, account summaries)
• Support client dedicated website
• Prepare documents, paperwork and run investment reports for client meetings
• Accurately record payments and invoicing
• Greet clients, answer phone calls and sort mail
• Prepare deposits
• Develop and maintain a knowledge base of the insurance regulations for benefit programs

Qualifications:

• College Degree (required)
• Financial or Insurance Designations (preferred)
• 1 or more years of insurance experience preferred
• 2 years of customer service experience
• Previous experience in related field preferred
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Ability to problem solve
• Positive and professional demeanor
• Excellent written and verbal communication skills
• Working knowledge of Microsoft Excel, Word and Adobe Pro

Language:

• English (required)

Benefits Offered:

• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k)

Job Type: Full-time

Pay: $38,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• How many years of insurance experience do you have?
• When will you be available to start this job?
• When are you available for an interview or phone screen? Please list 2-3 dates and times or ranges of times.
• How many years of customer service experience do you have?

Work Location: In person