Insurance Advisor Administrative Assistant

Location: Remote (Vancouver Time Zone)

• Part-time (20 hours per week) Flexible hours

About Us:
We are a growing startup in Vancouver, committed to supporting life and investment insurance advisors in BC. Our mission is to streamline administrative tasks, enabling advisors to focus on delivering top-tier service to their clients. As our team of IAAA expands, we are focused on continually improving our workflows to handle increasing demand efficiently.

Role Overview:
Starting part-time (5-10 hours per week) with a flexible schedule, you’ll initially work in a pre-agreed time block during the first 1-3 months. This role is designed to transition into a full-time position (40 hours per week) within 2-3 months, offering you an opportunity to grow as we expand. You’ll be integral in refining our processes, ensuring our administrative functions scale smoothly with our team’s growth.

Key Responsibilities:

• Participate in conference calls with the Vancouver customer success team.
• Manage tasks and deadlines using GitHub Issues, prioritizing and optimizing workflows.
• Collaborate with the team to enhance administrative efficiency using AI-driven tools.
• Report progress and suggest improvements to the workflow as we bring more IAAA on board.
• Train and support new team members, ensuring they can independently manage tasks as the team expands.

What We’re Looking For:

• You must pass our in-house, 73-question multiple-choice test on the BC insurance industry.
  
• Initial part-time commitment with flexibility, transitioning to full-time within 2-3 months.
• Ability to align with the Vancouver time zone.
• Proficiency in video conferencing and standard office software.
• A self-motivated individual comfortable with remote work.
• Quick adaptability to new IT and AI-based systems.
• Excellent communication skills, both verbal and written, tailored to insurance administrative tasks.

Source ⇲
Bruntwork Careers