This position blends administrative excellence with proactive sales support, not selling, but enabling sales to happen.
Prepare quotes & pre-fill forms
Assist with ACA Marketplace workflows
Pre-screen & warm up leads
Coordinate follow-ups & scheduling
Maintain CRM accuracy & records
Manage calendars & reminders
Organize client documentation
Support system setup for new clients
Communicate clearly & professionally
Keep CRM organized & accurate
Ensure clients move without delay
Complete tasks & follow-ups on time
Support sales process with detail
Maintain reliable daily workflow
Strong communication skills (written & verbal)
High attention to detail
Reliable, organized, and consistent
Manage multiple tasks at once
Comfortable with technology & CRM
Professional phone presence
Client service or admin support role
Insurance, financial services, or healthcare
Familiarity with CRMs
Licensed in Life & Health (or interest)
As we expand, this role may evolve into:
Learn workflows, scripts, systems, CRM processes, and client communication standards.
Begin independently managing follow-ups, client communications, scheduling and task completion.
Operate confidently, anticipate needs, maintain excellent communication and support workflow.