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Corporate Operations Assistant (CA Fair Plan + Floater)

Remote:

Full Remote

Work from:

Philippines

Offer summary

Qualifications:

College graduate, 3-5 years of executive assistant experience, Proficient in Microsoft Office Suite, Exceptional oral and written communication skills.

Key responsabilities:

Assist the Insurance Placement Specialist
Manage the California Fair Plan inbox

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1001 - 5000 Employees

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Job description

What You Will Do

Assist the Insurance Placement Specialist specializing in the California Fair Plan
Support the centralized marketing efforts to CFP for assigned clients
Respond to incoming emails within the defined time frame in the California Fair Plan inbox
Accurately input relevant data into the Applied Epic software system
Assist in creating training material focused on the California Fair Plan
Contact the California Fair Plan to discuss coverage placement, policy questions, etc.
Perform special projects, as assigned

Heffernan Habits

These are core values that represent our unique culture.

Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
Do Good – This is our core. We strive to do good for our clients, our company and our communities.
Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Skills And Qualifications

College graduate 
3-5 years of executive assistant or related work
Professional demeanor and behavior
Highly organized with the ability to perform multiple tasks and handle changing priorities successfully in a fast-paced environment
Exceptional oral and written communication skills, including strong spelling, grammar, and punctuation
Ability to communicate professionally with internal and external customers
Identifies and resolves problems in a timely manner
Strong attention to detail
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)

Goals And KPIs

Increase efficiency across the organization. The candidate has exceptional problem-solving skills with the ability to identify and resolve problems in a timely manner. A successful candidate responds promptly to employee requests for service and assistance.

Top 3 Priority Tasks

Oversee the management of the California Fair Plan inbox
Ensure precise data entry into the Epic system.
Engage with CA Fair Plan Customer Service for optimal client support

Other Tasks

Conduct general data entry and participate in cleanup projects. Serve as a floater for the Corporate Operations team, potentially assisting with training, invoicing, and data cleanup initiatives.

Work Set-up

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