What are the responsibilities and job description for the Insurance Administrative Assistant position at The Piedmont Group?
College students & new graduates will thrive in this role!
Are you looking to gain experience and have a healthy work / life balance? We are searching for a detail-oriented and personable financial office assistant, to keep us organized! Candidates can expect to work 18-20 hours per week, at our office in West Midtown.
This part-time role has the potential to evolve into a full-time opportunity. Your main responsibility will be supporting our agents by taking phone calls, checking emails, and directing customer inquiries. You’ll also help us process paperwork and schedule appointments, so our clients get the best service we can provide. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. Ready to assist the team & start making an impact on people’s lives? Apply today !
Compensation : 18 - $24 hourly
Responsibilities :
- Learn how to fill out applications & investment account paperwork
- Client services- scheduling and client login inquiries
- Navigate clients through the underwriting process
- Tracking prospects and clients for follow-up
- The ability to quickly pivot between administrative tasks
- Work 15-20 hours per week
Qualifications :
About Company
The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values : growth, family, teamwork, and happiness.
We Offer Our Advisors :
Salary : $18 - $24
