What are the responsibilities and job description for the Administrative Assistant position at Insurance Office of America?
At TSOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the TSOA team you truly become a partner in our shared success.
We are looking for an Administrative Assistant to provide sales and customer support to our valued clients. You will help plan and execute projects in ways that meet clients’ needs. In this role, you should be well-organized, have a keen sense of attention to detail all while being adaptable. Excel proficiency and communication skills are both essential. If you have experience with providing excellent customer service, we’d like to meet you. Project Management experience is a plus!
Administrative Assistant success factors include:
- A willingness to “take the next step” to anticipate and meet the client’s needs
- A natural curiosity and desire to learn
- Develop sales materials (e.g. proposals, slides, analyses)
- Assist in delivering presentations to clients
- Conduct research to inform clients’ strategies
- Help plan projects from start to finish (estimates, budgets, schedules)
- Coordinate with internal teams and vendors to implement projects
- Monitor project progress, timelines and expenses
- Submit regular status reports
- Respond to customer requests
- Maintain data and records
Qualified candidates will have:
- 3 years of experience in a client support role
- Exceptional customer service skills
- Excellent multi-tasking, organizational skills
- Outstanding verbal/written communication skills
- Ability to perform large work volumes with high degrees of accuracy
- Excel proficiency to including MS Office suite of applications
- Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
Knowledge of research methods
