Executive Assistant (with QuickBooks experience)

This is a remote position.

Schedule: Monday - Friday 10am-3pm

Client Time: Clearwater, FL

Client Overview

Join a thriving health insurance agency that’s revolutionizing the way businesses and individuals across the United States access healthcare coverage. This dynamic company is at the forefront of the insurance industry, leveraging cutting-edge technology and personalized service to meet the evolving needs of its diverse clientele. As they enter an exciting phase of growth and innovation, they’re seeking a talented professional to play a crucial role in streamlining operations and enhancing customer experience.

Embark on an exciting career opportunity as an Admin Assistant in the fast-paced world of health insurance. This multifaceted role offers a unique blend of customer support, bookkeeping, and data management responsibilities. You’ll be at the heart of the agency’s operations, ensuring smooth client interactions, maintaining financial accuracy, and contributing to the company’s technological advancements. With the potential to work with AI systems and innovative financial tools, you’ll be part of shaping the future of insurance administration. This position is ideal for a detail-oriented professional who thrives in a dynamic environment and is passionate about making a real difference in people’s lives through efficient healthcare coverage management.

Responsibilities

• Conduct engaging “happy calls” to new clients, confirming enrollments and ensuring proper insurance setup
  
• Perform essential bookkeeping tasks using QuickBooks Online, maintaining financial accuracy and transparency
  
• Transform customer information from enrollment forms into organized Excel spreadsheets, enhancing data accessibility
  
• Utilize and optimize the company’s CRM system (Go High Level) for improved customer relationship management
  
• Assist in implementing and leveraging new tools for streamlined receipt management and accounting integration
  
• Adapt to evolving technological needs, including potential transition to AI-assisted customer service systems
  
• Support various administrative functions to boost overall business efficiency and client satisfaction
  

Requirements

• Proven experience with QuickBooks Online and a solid foundation in bookkeeping principles
  
• Advanced proficiency in Microsoft Excel for complex data entry and management tasks
  
• Exceptional customer service skills with a confident phone manner for outbound calls
  
• Demonstrated ability to quickly master new software systems and technologies
  
• Meticulous attention to detail, ensuring data accuracy and quality in all tasks
  
• Strong time management skills with the ability to juggle multiple priorities effectively
  
• Familiarity with the insurance industry is a plus, but not required
  
• Comfortable working remotely and adapting to a flexible 20-30 hour work week
  
• Available during core business hours (typically 9 AM to 4 PM in the client’s time zone)
  
• Self-motivated with the ability to work independently while contributing to team goals
  
• Excellent written and verbal communication skills in English
  

Benefits

• Permanent Work from Home
  
• Immediate Hiring
  
• Steady Freelance Job