Office / Administrative Assistant – Insurance Agency

Location: East Moriches, NY (Mostly Remote)

About Us:

We are a growing health and life insurance agency focused on helping clients find the best coverage while making the process simple and stress-free.

Role Overview:

We’re looking for a proactive, organized, and compassionate assistant to serve as the broker’s right-hand person. This role combines administrative support, client communication, and contributions to agency growth through marketing and social media.

Key Responsibilities:

• Gather and organize client information for applications
• Research doctors, medications, and health details
• Communicate with clients and serve as a liaison to the broker
• Help Members resolve questions or issues with their insurance plans
• Maintain accurate records in CRM systems
• Assist with mailing applications and general office tasks
• Contribute ideas and support marketing/social media efforts

Qualifications:

• Comfortable using CRM systems
• Strong communication skills and confident on the phone
• Compassionate and comfortable working with seniors
• Organized, detail-oriented, and proactive
• Interest in marketing, social media, and business growth
• Prior administrative, healthcare, or insurance experience is a plus

Why Join Us:

• Work closely with a growing agency
• Make a real impact helping clients
• Opportunity to grow with the business

Compensation: $23/hour with opportunity for growth

Hours: Starting at 10-15 hours per week

Pay: $23.00 - $24.00 per hour

Benefits:

• Flexible schedule

Application Question(s):

• Are you comfortable speaking with clients by phone, including seniors, as part of your regular work?
• Do you have at least 1 year of experience in an administrative, customer service, healthcare, insurance, or similar support role?
• Are you comfortable learning and using CRM systems?
• Do you have reliable internet, a computer, and a quiet remote workspace?
• Are you able to commute to East Moriches, NY occasionally if needed?
• Are you available to work 10–15 hours per week?
• Why are you interested in this role?

Work Location: Hybrid remote in East Moriches, NY 11940