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Administrative Assistant

Senior Financial Group Knoxville, TN

  • Expired: April 01, 2021. Applications are no longer accepted.

Job DescriptionDo you have a knack for making people feel welcome and making them smile? Are you good at anticipating needs, working in a professional team environment, and doing what needs to be done to get the job done? Are you the go-to person when someone needs help with MS Office?This role provides administrative and client support for Senior Financial Group and National Contracting Center, which focus on the senior health insurance market. This role deals with a high volume of inbound calls, provides customer service, processes insurance applications, and other office administration tasks. This position is a full-time position requiring 30 hours per week, which increases seasonally during Q4.Personal Characteristics and Competencies

  • a positive, personable individual who connects well with all types of people to build lasting and productive business relationships
  • a persistent individual who is committed to doing the work necessary for success
  • a flexible individual who is willing and able to adjust to the inevitable changes of the insurance market and learn new information
  • a professional individual who remains calm when problem-solving for a client, defuses difficult situations, and focuses on the goal of retaining clients and maintaining positive relationships
  • a team-oriented individual, who enjoys helping others succeed
  • a self-managed individual, who organizes and prioritizes daily tasks for maximum productivity without daily oversight (after initial training period)
  • a self-starting individual who enjoys the freedom to develop, create, and innovate for his/her own success within the job parameters
  • a caring individual who enjoys helping seniors and has the patience to listen carefully
  • someone who embraces change, delivers on promises, helping others learn the ropes, and enjoys lifelong learningKnowledge, Skills, and Abilities
    • understand, document, and improve processes to increase effectiveness
    • communicate effectively by phone and enjoy communicating by phone
    • follow up by email promptly, clearly, and professionally, with proper grammar and spelling
    • accurately document client communications and information in internal databases
    • learn large amounts of information, assimilate that information, and present that information accurately to clients
    • effectively navigate a Customer Relations Management (CRM) system and related data sources
    • work expertly quickly with Microsoft Office products, including Word, Excel, and PowerPoint; proficiency with Adobe Acrobat
    • a detail-oriented individual who maintains accuracy in data management
    • effectively organize and prioritize, meeting all deadlines and delivering results
    • maintain confidential information with tact and graceResponsibilities
      • provide caring, personalized service to clients, agents, and employees, solving problems that may arise
        • enter/update client information into CRM
          • answer inbound calls, forwarding calls to the appropriate person or answering questions when appropriate; work closely with other employees in the SFG ring group to ensure phone calls are answered promptly
          • place calls to clients at agents--- request to assist the client with a problem with an insurance carrier
            • check for insurance applications (in email, office inbox, etc.)
            • process insurance applications through multiple steps
            • scan and print policies and mail to clients as needed
            • send thank you cards to clients
            • order office supplies for employees, as well as product supplies for agent use
            • maintain online and paper files and data integrity of CRM including up-to-date product information, agent passwords, call center license, seminars, important company numbers, and phone lists
            • assist with onboarding of new employees and other HR duties as assigned
            • communicate by email promptly, clearly, and professionally, with proper grammar and spelling
            • accurately document client communications and information
            • work quickly and knowledgeably with Microsoft Office Suite products
            • effectively organize and prioritize, meeting deadlines and managing multiple prioritiesBasic Job Requirements
              • HS diploma or equivalent required; college degree preferred
              • Two years of demonstrated experience working in a high-functioning administrative capacity in a professional office environment
              • Expert computer and internet proficiency, especially proficiency with Microsoft Office
              • an aptitude for learning and internet research
              • an attitude of persistence and a ---can-do--- attitude
              • a warm, pleasant phone voice combined with the ability to speak clearly and communicate well by phone for several hours per day
              • excellent communication in English (verbal and written); excellent grammar, spelling, and proofreading skills
              • experience documenting and improving processes
              • experience working with large amounts of data, preferably in a CRMExperience that May Help You to be Successful on this Job
                • writing and proofreading experience
                • experience in the insurance industry
                • recruiting process experience
                • process improvement and documentation experience
                • entrepreneurial experience, large or small
                • community/volunteer leadership experience
                • experience working with Medicare and other Senior insurance products
                • customer service experience
                • data management
                • office administration experienceThis position requires interaction with people and technology while either standing or sitting. In order to best serve our customers on the phone, face-to-face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. While performing the duties of this job, the employee must be able to sit for extended periods of time (position is primarily sedentary), be able to enter information by keyboard at a reasonable rate of speed, must have acute hearing ability, must be able to see and read information on a computer screen and on printed documents, must be able to speak, understand, and write English fluently, and must have the ability to perform repetitive hand motions and lift up to 20 pounds.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Company DescriptionSenior Financial Group (SFG) has been assisting Medicare beneficiaries and their families across Tennessee meet their financial and health insurance needs for over 30 years. We provide expert, unbiased assistance to Medicare recipients who expect and deserve exceptional service and the highest-quality insurance at the best price. The key to our success is our people, and we are always on the lookout for talented and motivated individuals to grow with us. We offer competitive pay and benefits including medical, dental, vision, STD, LTD, basic and voluntary life, student loan paydown assistance, 401K with match, teladoc, and more.

Senior Financial Group


Knoxville, TN
37902 USA



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