Office Assistant

Office Assistant

Job Summary:

By joining our team at MedMutual Protect, you will have the opportunity to reflect our customer-first culture by providing our policyholders and agents with a supportive, positive customer experience. The Field Administrative Office Assistant role is a critical part of our sales success. The role supports one or more Field Agency Managers. This is a Full time In Office position based in our Wake Forest, NC office.

Essential Functions:

• Onboarding invites to prospective agents including follow-up activities
• Completing referral forms for new agents, tracking bonuses for referring agents and other related tasks
• Assist agents with email set up, applying, or renewing licenses.
• Assist agents on multiple platforms in order to submit business.
• Assemble, scan, and transmit business via secure email, fax, or mail.
• Submit needed applications for processing. Track status and update agents as needed. Produce reports as needed.
• Assist agents, as needed, in sending DocuSign.
• Assist with creating, assigning, and dispositioning leads including recording sales and matching lead sources.
• Monitor status of submitted business and provide updates to agents.
• Track business for local contests and incentives.
• Process Medicare Conversion forms monthly.
• Assist with weekly reports • Print/distribute/maintain reports.
• Answer phones and emails. Assist in resolution of customer issues by partnering with appropriate groups.
• Maintain office supplies and keep office clean and organized.
• Assist manager with communications.
• Assist with coordination of office meetings and events.
• Assist with claims submissions to the Home Office.
• Submit cancellations, bank draft removals, or other changes to the Home Office
• Assist agents with accessing client information, as needed.
• Assist with accounts payable items.
• Additional tasks as needed

Position Qualifications:

• High School diploma or equivalent
• 1-3 years of administrative work experience
• Proficient in MS Outlook, Excel, PowerPoint, and Word
• Excellent Verbal and Written Communication skills
• Time Management/Organizational skills
• Results-Oriented
• Adept with Technology
• Attention to Detail
• Self-Motivated/Proactive
• Team Player

We truly value and respect the talents and abilities of all our employees. That's why we offer an exceptional package that includes:

Excellent Benefits

• 401(k) with company match up to 4% and an additional company contribution.
• Health Savings Account with a company matching contribution.
• Excellent medical, dental, vision, life, and disability insurance — insurance is what we do best, and we make affordable coverage for our team a priority.
• Parental leave for eligible employees who become parents through maternity, paternity, or adoption.

An Investment in You

• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.

At Medical Mutual and its family of companies we celebrate differences and are mutually invested in our employees and our community. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status.