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Administrative Assistant
Ref No.: 18-00407
Location: Plantation, Florida
Start Date / End Date: 02/12/2018 to 08/11/2018
Description/Comment
BILINGUAL - Facilitates all administrative support to the sales team, and is charged with key responsibility of ensuring that all work instructions and processes as outlined are followed.
• Broker Services- Greet brokers upon entry into office, offer refreshments, assist brokers with commission issues, contracting, certification, marketing, flyers, event venues, physician marketing, business cards, member issues, materials, and any other broker services as assigned.
• Answers incoming telephone calls to assist callers, trouble shoot issues or direct to appropriate person
• Application turn in; Scrub application for errors, separate by carrier to be faxed , scan batch by carrier to computer, verify all applications are included in the scanned document, Fax using the right fax system (Fax via email), upload to SharePoint, shred any paper documents.
• Confirms broker events/appointments with assigned broker, enters events and RSVPs into Salesforce.
• Enter new agents into salesforce and send requested contracts. Process any paper contracts that come into the office
• Performs timely and accurate data entry in Salesforce.com
• Performs QC of data entry in SalesForce.com
• Orders and maintains appropriate inventory on SharePoint of all marketing materials/Sales kits, and office supplies.
• Assist with various ad-hoc projects requested by management
• Structures and maintains an organized office environment
• Provides administrative services such as ordering, printing labels, and printing flyers
• Performs other duties as assigned by immediate supervisor or local Agency Manager

Additional Job Details:
This is a bilingual position (English/Spanish). This position is for CareFree insurance Services, which is a Sales Brokerage subsidiary of Client.