Position: Administrative Clerk/Office Assistant

Criteria

• Two years of experience as a receptionist/administrative clerk.
• Two years of experience with Microsoft Word and Excel.  Computer skills a must.
  • 1 full time position, 40 hours per week, 8:00 AM – 5:00 PM, occasionally evening seminars from 5:00 PM – 9:00 PM, matching 401K.  Company annual incentive trip for you and a guest - mainland or international destinations
• Can work with little or no supervision.
• Dependable and prompt.
• Business attire a must.
• Hourly rate starts at $25 - $28 before bonuses. Increase in wages depending on skill level and competence.
• Position does not include upward mobility into positions of greater responsibility unless Hawaii insurance license is obtained. 
• Able to pass background check and drug test.

Duties

     Full Time Position

• Check voicemail in the AM
• Setup office in AM
• Fill out, submit and track applications. 
• Coordinate with insurance companies.
• Open and route mail
• Pull files for the day 
• Answer phones, route calls, take messages
• Complete any daily tasks that are given throughout the day
• Order necessary supplies for the office 
• Keep file drawers organized and neat
• Call clients to confirm their appointments
• Pull files for next day appointments
• Schedule appointments & manage calendar. 
• Order letterhead, business cards, etc. when necessary 
• Enter client data into consolidated advisor.
• Take care of any special projects assigned
• Deliver mail and bulk mailings to Post Office 
• Greet clients 
• Prepare coffee, tea, etc. for clients when they come in the office
• Assist with mass mailings (i.e., quarterly letters & the newsletter)
• File client paperwork as needed
• Organize any company meetings, events, parties, etc.
• Updating/maintaining agent licenses and appointments.

Email resume directly to rgagaza@journeywlthmanagement.com