Position Type: Full-time or Part-time (Monday–Thursday) Location: 100% Onsite

Position Overview

We are seeking a highly organized and customer-focused Customer Service Representative / Administrative Assistant to provide exceptional administrative support and ensure smooth day-to-day operations. This role is ideal for someone with strong multitasking skills, excellent communication abilities, and a desire to contribute to a collaborative team environment.

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Key Responsibilities

Administrative Support

· Provide high-quality administrative assistance across multiple departments.

· Manage appointment scheduling via Outlook, Calendly, and Salesforce.

· Run a variety of reports using company software.

· Maintain and update client records in Sales Central.

· Scan and process new business or service paperwork into Image Silo.

· Organize and prepare client information for product illustrations, applications, and action folders.

Customer Service

· Monitor and respond to New Business and Service Alerts throughout the day.

· Answer incoming calls and respond promptly to client inquiries.

· Follow up on existing cases and track progress.

· Schedule and confirm client review appointments.

Event Planning & Marketing

· Participate in event planning for workshops and seminars.

· Coordinate marketing campaigns using company software.

· Manage social media business page posts via the Hearsay portal.

· Assist with marketing strategies for prospects and existing clients.

· Support BNI Chapter activities and lead follow-up efforts from AARP and AICPA lists.

Coordination & Tracking

· Maintain ICFR logs (Mondays).

· Oversee seminar email campaigns and follow-ups for long-term care prospects.

· Run monthly annual review lists and quarterly orphan client list follow-ups.

· Ensure marketing central plans are executed effectively.

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Qualifications

· Associate’s degree or some college preferred; equivalent experience considered.

· Minimum 2 years’ experience in administrative and customer service roles.

· Proficiency in Microsoft Office Suite; strong computer skills required.

· Excellent written and verbal communication skills.

· Demonstrated ability to multitask and manage priorities effectively.

· Missouri Life & Health Insurance License preferred (must obtain within 90 days if not licensed).

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Training & Development

· On-the-job training in the insurance industry, including product/policy provisions and transaction processing.

· Ongoing coaching and feedback for professional growth.

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Work Schedule & Compensation

· Flexible schedule: Minimum Monday–Thursday, 9:00 AM – 3:00 PM.

· Annual performance reviews.

· Access to onsite workout area and onsite cafeteria.