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GOLDEN HERITAGE INSURANCE AGENCY LLC

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FRONT OFFICE ASSISTANT (GOLDEN HERITAGE)

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The Front Office Assistant will perform a variety of general clerical duties and special projects. Thie Front Office Assistant will also learn about insurance sales.

ESSENTIAL JOB FUNCTIONS:

  • Greets and checks-in clients visiting the GHIA office with Medicare enrollment inquiries.
  • Contacts clients who have completed PTC (Permission To Call) consent to follow up with their Medicare and/or enrollment questions.
  • Schedules and maintains appointments to promote sales and enrollments
  • Answers phone calls and respond to inquiries appropriately.
  • Calls clients to remind them of upcoming appointment and/or changes
  • Assists in marketing events and information seminars
  • Prepares and send out marketing materials for GHIA.
  • Assists in other outreach projects.
  • Reviews and responds to client inquires received via GHIA website, or forwards to appropriate personnels
  • Complies to HIPAA protocols and obtains proper consent.
  • Performs other job duties as required by manager/supervisor.

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