Administrative Assistant at Personal Touch Ins & Benfits – Boise, Idaho

• Are you a self-starter with a passion for helping others?
• Do daily processes make your soul happy?
• Do you like spreadsheets and organization?
• Does helping and being supportive in a team environment bring you joy?
• Do you have a passion for helping seniors?

Join the Personal Touch Insurance & Benefits team and make a difference in people's lives.

We are a growing Insurance organization and are looking for more amazing team members who want to develop a long-term career. Must be friendly, organized, detail-oriented, with good phone, computer, and conversational skills.

As an independent insurance agency representing all major insurance carriers, we're dedicated to finding clients the most affordable and quality coverage to fit their needs. Your role as an Administrative Assistant will be to provide services to members and prospects, answer questions about health plans and benefits, and act as a liaison between carriers and members.

With your excellent communication skills, you'll develop relationships with existing accounts and members, respond to inquiries, and communicate meeting outcomes, competitive information, and customer needs. No prior insurance experience is required, as we offer comprehensive training to ensure your success.

• Must pass a background and drug test
• Have a home office that is private. This is a Hybrid job, and you must live around Boise, ID / Treasure Valley area
• Extensive knowledge of Zoom
• Ability to work a flexible schedule; Mandatory OT during Annual Enrollment Period (Oct 15 through Dec 15) hours during open enrollment CAN BE -12 hrs per day 6 days a week. Time off is very limited during this time. The rest of the year, it is 8 am-5 pm M-F

Compensation

This position is a W2 wage-earning position paid on an hourly basis.

This is for long-term employment. Opportunities for advancement and bonus money do exist if you prove to go above and beyond when needed.

• Paid time off
• Flexible Job Type: Full-time Base pay plus commission
• $15 an hour to start
• Flexible schedule (Jan-Sept)
• Opportunity to get an Idaho insurance license

Job Application Instructions

• Complete the assessment and questions from Wizehire
• Complete two Zoom interviews and one in-person interview

Ready to be a part of the Personal Touch Insurance & Benefits team and help people protect their future health and financial security?

Apply now!

$15 - $20 hourly

All clerical skills required - Answering Phones, Taking Messages, Etc.

• You’re going to be talking with people all day, so you need to enjoy people. (This DOESN’T mean you have to be an extrovert)
• Answer client inquiries, provide general information on plans, and direct them to licensed agents for personalized consultations

Client Service Requests - ID Cards, Billing/Payments, Generals, Etc.

• Deliver outstanding customer service via phone, email, and online chat with a warm, personal approach

Data Management - Input data into CRM and frequently update

• Maintain accurate and up-to-date client records in our CRM system
• Verify and process client applications while ensuring compliance with Medicare and insurance regulations
• Assist licensed agents by handling administrative tasks such as policy enrollments, policy processing, and client follow-ups

Do What’s Needed Clause - Do ANYTHING that can free up the agent's time so we can serve more clients and grow.

• Means you say, “I will try", "Can you show me", "I need to learn.”
• Being willing to be coached and staying humble when taking criticism. This is HUGE for our culture and how we operate on a daily basis. Anything we say is for the benefit of you, clients, and each other

No prior insurance experience is required, as we offer comprehensive training to ensure your success

• Candidates must have or be willing to get an insurance license
• Strong attention to detail and ability to work in a fast-paced environment
• Excellent communication and customer service skills
• Proficiency in Apple products, Microsoft Office, Zoom, and the ability to use different types of software
• Problem solving
• Understanding of HIPAA is a plus
• Have a home office that is private. This is a hybrid job, and you must live around Boise, ID / Treasure Valley area (Required)
• Type 40 wpm (Required)
• Must pass a background and drug test (Required)
• High school diploma or GED (Required)

This is a career, not a job. Fantastic income potential and advancement in the company.

Our Vision Statement is: “To remove confusion and help people understand their benefit options, making sure they are getting the best plan for their needs."

• Hands-on training
• A supportive team environment where your contributions matter
• Flexible work options - Must live in Treasure Valley / Boise, Idaho (remote/hybrid)
• The opportunity to make a real impact by helping clients feel confident in their coverage decisions

Join the Personal Touch Insurance & Benefits team and make a difference in people's lives