My Retirement Store

Administrative Assistant / Client Service Assistant

My Retirement Store – Birmingham/Hoover, Alabama

Full-Time | Monday–Friday | In Office

About My Retirement Store

My Retirement Store is a growing independent insurance and retirement planning agency helping individuals and families navigate Medicare, retirement income, life insurance, and other retirement-related decisions.

We are looking for a dependable, professional, and highly organized Administrative Assistant / Client Service Assistant to join our team.

This is an important position in our office. You will often be one of the first people our clients speak with, so we're looking for someone who is friendly, confident, organized, and genuinely enjoys helping people.

What You'll Do

Your responsibilities will include:

• Answering incoming phone calls and assisting clients
• Scheduling and confirming client appointments
• Greeting clients and helping maintain a professional, welcoming office
• Managing calendars and appointment follow-up
• Preparing paperwork for client meetings
• Processing and tracking insurance applications and service requests
• Following up with insurance carriers regarding pending business
• Updating client information and maintaining accurate records
• Scanning, uploading, organizing, and securely handling client documents
• Assisting with Medicare and insurance-related administrative tasks
• Helping prepare materials for client workshops and educational events
• Providing general administrative support to the agency
• Learning our systems and processes so you can become an important part of the client service team

Who We're Looking For

The ideal candidate is:

• Extremely organized and detail-oriented
• Professional and personable with clients
• Comfortable speaking with people on the phone
• Able to manage several tasks without losing track of details
• Dependable and punctual
• Comfortable using computers and learning new software
• Able to follow established procedures
• Proactive — someone who sees what needs to be done and takes ownership of it
• Careful when handling confidential client and financial information

Experience in an insurance agency, financial services office, medical office, law office, banking environment, or other professional client-service setting is a plus, but we are willing to train the right person.

What Matters Most to Us

We can teach our systems and our business.

What is harder to teach is attitude, reliability, attention to detail, professionalism, and the desire to take great care of people.

We're looking for someone who wants more than just their next job. We'd like to find someone who can learn our business, take on additional responsibility over time, and become a long-term member of our team.

Schedule

Monday–Friday
Full-time, in-office position
No regular nights or weekends

Compensation

Competitive hourly compensation based on experience.

Opportunities for increased responsibility and compensation as you learn the business and grow with the agency.

To Apply

Please submit your resume through ZipRecruiter.

IMPORTANT: Along with your resume, please include a short note telling us why you believe you would be a good fit for a small, growing professional office where excellent client service and attention to detail are extremely important.

My Retirement Store
Retire with Confidence.