In this position, you will support client service operations, employee benefit enrollments, data accuracy, proposal preparation, and ongoing client support. Your primary responsibility will be assisting two in-office Account Managers with administrative and data‑related tasks to ensure a smooth client experience.
Success in this role requires strong attention to detail, the ability to learn systems quickly, and a genuine desire to help clients and their employees.
- Support two Account Managers with daily administrative and data entry tasks
- Assist with employee benefit enrollments and client service operations
- Maintain accurate data across Excel files, PDFs, and CRM systems
- Prepare and support client proposals and documentation
- Conduct research and help resolve client‑related inquiries
- Ensure strong follow‑through and ownership of assigned tasks
- Communicate professionally with internal teams and clients
What We’re Looking For
- Insurance experience is required
- 1–3 years of experience as a Data Entry
- Extremely detail‑oriented and highly organized
- Strong follow‑through and accountability
- Proficiency with Excel, PDFs, and CRM systems
- Comfortable learning new tools, systems, and workflows
- Tech‑savvy profile preferred
- Strong written and verbal communication skills
- Ability to manage multiple tasks and deadlines simultaneously
Apply now and start building your career in the employee benefits consulting industry.