Administrative Assistant at Personal Touch Insurance & Benefits, LLC – Boise, Idaho

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?

• you must live around Boise, ID / Treasure Valley area.

Join the Personal Touch Insurance & Benefits team and make a real difference in people's lives. As an Administrative Assistant, you'll be at the heart of our operations, ensuring smooth processes and exceptional service for our clients. We're a growing insurance organization dedicated to providing affordable and quality coverage, and your role will be pivotal in supporting our members and prospects. You'll assist with inquiries, facilitate communication, and act as the vital link between carriers and members. We value your friendly demeanor, organizational skills, and ability to work well with others. No prior insurance experience is necessary, as we offer comprehensive training to help you thrive in this role.

We believe in fostering a collaborative and supportive work environment. You'll enjoy flexible working hours, a competitive compensation package, and opportunities for career growth. Our commitment to your professional development is unwavering, and we encourage you to advance within the company. If you're ready to embark on a rewarding career path with us, apply now and start your journey toward making a significant impact in the insurance industry. Let's work together to secure a brighter future for our clients and your career.

$31,200 - $41,600 yearly

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

Required to live in the Idaho / Treasure Valley area for this job.

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
• 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.

Join the Personal Touch Insurance & Benefits team and make a difference in people's lives. We are excited to meet you!