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Administrative Assistant/Client Relation Specialist
Job Description
Atlas Financial Benefits is a small but rapidly growing insurance company that partners with local businesses and their employees to provide essential benefits that offer support during catastrophic illnesses, injuries, and accidents. Our mission is to protect families when they need it most—and we're building a team that's as passionate about service as we are. We're looking for a reliable and professional Administrative Assistant / Client Relations Specialist to support our day-to-day operations. This is a part-time position ideal for someone who enjoys staying organized, solving problems, and making people feel taken care of. You'll play a key role in ensuring our clients receive excellent service while keeping our team running efficiently.
Key Responsibilities:
Greet and assist clients via phone, email, and in-person with professionalism and careSchedule appointments and maintain calendars for agents and managers Manage incoming and outgoing correspondence, including policy documents and client communications Maintain accurate client records in our CRM system Support the onboarding process for new clients and agents Handle administrative tasks such as data entry, filing, and document preparation Follow up with clients to ensure satisfaction and address any concerns or questions Coordinate with insurance carriers and internal departments as needed Assist in preparing reports, presentations, and meeting materials
Qualifications:
Proven experience in an administrative or customer service role (insurance industry a plus)Excellent communication and interpersonal skills Strong organizational and multitasking abilities Proficiency in Microsoft Office and CRM software Ability to handle confidential information with discretion Friendly, solution-oriented, and a team player
Compensation & Schedule:
Pay:
$20/hour
Schedule:
Part-time, 20-25 hours per week Flexible daytime hours based on availability and business needs Why Join Atlas Financial Benefits? We're a tight-knit, supportive team with a strong mission You'll play a direct role in helping protect families and employees in times of need As we grow, there's room for this role to grow, too If you're dependable, enjoy helping others, and want to be part of something meaningful, we'd love to hear from you!
Pay:
$20.00 per hour Expected hours: 20.0 - 25.0 per week
Benefits:
Flexible schedule
Work Location:
In person
Benefits
- Flexible Work Schedules
- Dental Insurance