Bachelor's degree or diploma in Business Administration, Marketing, Communications, Finance, Insurance, Healthcare Administration, Human Resources, or a related field preferred.
3+ years of strong administrative, sales support, operations support, or related experience.
Excellent attention to detail and ability to manage multiple tasks accurately.
Comfort working with data, documents, spreadsheets, and technology platforms.
Strong written communication skills.
Ability to follow structured workflows and document processes.
High level of discretion and professionalism when handling confidential information.
Ability to work independently in a remote environment.
Strong organizational and time management skills.
Willingness to learn new tools, including AI-supported workflows and quoting/RFP systems.
Ability to work with evolving processes and adapt as systems, tools, and workflows are improved.
Reliable follow-through and the ability to keep tasks moving without heavy supervision.
Ability to work the preferred schedule of approximately 5:00 AM–2:00 PM Eastern Time.
Preferred Qualifications
Experience supporting sales teams, producers, brokers, consultants, or account executives.
Experience in employee benefits, insurance, healthcare administration, HR services, or a related field.
Familiarity with RFPs, quoting, proposal preparation, benchmarking, claims analytics, or benefits administration.
Experience following up with carriers, vendors, or external partners.
Experience with CRM systems, ClickUp, agency management systems, document management tools, spreadsheets, AI tools, workflow automation platforms, Perfect Quote, or Microsoft Copilot.
Understanding of HIPAA, PHI, confidentiality requirements, or data privacy best practices.
Experience preparing client-facing materials, reports, or sales presentations.
Experience supporting process implementation, workflow documentation, backlog management, or operational improvements.
Experience working with sensitive client, employee, healthcare, insurance, or benefits-related data.
Spanish language skills are strongly preferred.
Familiarity with Working Genius is a plus; a Tenacity/Enablement-oriented profile would be ideal.
GK
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