Administrative Assistant

V

Valmark Financial Group

Administrative Assistant

Santa Barbara, CA
Full Time
Paid
  • Responsibilities

    Are you enthusiastic about helping others and providing world class customer service? Do you have exceptional organization and follow through skills? Are you a dependable person that exudes positive energy? Demboski & Chapman Financial & Insurance Solutions, Inc. is looking for someone who possesses these skills to join their team in an Administrative Assistant. You will be part of a team that is committed to excellence and putting the client’s interest first.

     

    JOIN OUR TEAM!

    Our firm has been professionally advising in the Santa Barbara community since 1969, and our unique value proposition is to be the single point of contact for all investment, insurance, and employee benefit complexity that family or small business and its owners will encounter. We are currently in a position of growth and seeking the right new members for our team to take us to that next level! We are a high energy team, who enjoys constantly exceeding our clients’ expectations, and helping both them and our team members lead their very best life. The reward and career potential are significant at Demboski & Chapman: competitive base salary, strong benefits package, generous paid time off (vacation, sick time, and 15 paid holidays), as well as personal and professional growth opportunities. We embody the Santa Barbara lifestyle, and are looking for a qualified candidate who will appreciate working in a fun, successful, low stress but fast-paced environment.

    JOB SUMMARY

    The Administrative Assistant has two primary roles: to ensure that an on brand, seriously impressive first impression is made at each and every touch point to our practice, regardless of the medium, as well as support the Employee Benefits division of our firm with individual and group health insurance benefit administration. This position is a central part of our team and is tasked with ensuring everyone and everything runs as smoothly as possible.

    ESSENTIAL DUTIES & RESPONSIBILITIES

    · Support our Advisor(s) with client service requests for health insurance/employee benefits, including client data entry, executing on client service requests (adding/dropping coverage, billing, claims, eligibility requests), preparing client deliverables, assisting with new business paperwork, etc.

    · Participate in client meetings with senior advisors and complete follow-up work from the client meetings.

    · Assist in preparation of annual renewal season materials for each group client of the firm.

    · Provide exceptional customer service by greeting clients over the phone and upon arrival to the office, ensuring they have a positive and epic first experience interacting with our firm.

    · Manage most forms of communication to include answering phone calls, emails, outbound appointment scheduling, and directing all communications to the proper party.

    · Arrange appointments and provide calendar management support to the Owner/CEO.

    · Provide general administrative and clerical support to the business such as filing, preparing letters, ordering office supplies, etc.

    · Prepare and send out weekly email newsletters and report the results of interactions to the Owner/CEO.

    · Assist with the process of updating content to all technology platform interfaces.

    · Facilitate and coordinate the logistical considerations for educational client relationship building events throughout the year.

    · Primary point of contact with office vendors, such as FedEx, UPS, USPS, shredding service, etc.

    CORE COMPETENCIES

    · Keen attention to detail, accuracy, thoroughness, and follow-through

    · Exceptional verbal and written communication skills

    · Proactive and positive mindset

    · Strong interpersonal skills with ability to build and develop lasting relationships

    · Collaborative team player

    · Strong organization and time management skills, with ability to multi-task and prioritize

    REQUIRED EXPERIENCE AND EDUCATION:

    · Bachelor’s or Associates Degree

    · Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

    PREFERRED EXPERIENCE

    · Experience working in a professional office environment

    · Luxury hospitality and/or customer service experience

    · Employee benefits or health insurance experience

    PHYSICAL DEMANDS: This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent phone and computer-use during the workday. May need to occasionally lift and carry up to 10 pounds. This role may also require occasional travel around town to run errands on behalf of the business, and for that reason, individual will need to have an active Driver’s License and reliable means of transportation.

     

    POSITION TYPE AND EXPECTED HOURS: Days and typical hours of work are Monday through Friday, 8:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

    BENEFITS: Competitive benefits package including Health Insurance, Dental, Vision, Paid Holidays, Paid Vacation, Sick Days, Paid Cell Phone Plan, FSA/125 Plan, Life & Disability Insurance, 401K with profit sharing.

     

    Learn more about us on our website: https://www.demboskiandchapman.com