Job Duties

• Answer office phone 
• Call potential client referrals  
• Return messages and get clients/prospects on Shane’s calendar 
• Create and maintain client files in our CRM  
• Respond to e-mails in the assistant inbox 
• Greet guests coming to San Antonio office  
• Assist with client follow-up  
• Maintain client data files 
• Write thank you notes 
• Additional duties as assigned by Agency Owners

Skills Required

• Proficient in MS Word, Excel, Outlook 
• Attention to detail  
• Ability to put people at ease and handle tense customer situations 
• Must show competence in maintaining confidentiality of sensitive client information. 
• Ability to work well in a team environment

Skills Preferred

• Bi-lingual  
• Health/Life Insurance license

Position Information

• Job Type: Part-Time – 8-10 hours per week, plus willingness to work up to 20 hours during open enrollment – Additional hours may be available if assistant helps to increase revenue through additional sales.
• Compensation:  $16 -20/hr commensurate with experience and/or licensure. Bonus potential. Some sales if you are health and life insurance licensed.
• Supplemental Pay: Commission and Bonus Opportunities.
• Work Location: In-Office.
• Flexible Schedule:  Hours will be spread over a minimum of 2 days per week.