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Administrative Assistant

Date Posted: 8/2/2022

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Job Description

Administrative Assistant in Farmington Hills, MI - Family owned Insurance and Finance business 

Required knowledge:
*    Extremely knowledgeable and proficient in all of Microsoft products. 
*    Advanced knowledge of excel and PowerPoint a must 
*    Extremely knowledgeable in Adobe a must

Job Duties: 
Insurance Side:
*    Reach out to providers to try and resolve issues
*    Help navigate authorizations and approvals on member's behalf
*    Answer benefit and eligibility questions
*    Work with carrier to ensure group/member issues are resolved completely
*    Generate any quotes or comparisons as needed
*    Travel insurance quotes and enrollments
*    Follow up with groups when monthly payments not made.

Securities Side:
*    Monthly blotter checks (SAI)
*    Make sure all form CRS are entered in the system (for blotter)
*    Generate and send monthly client Albridge statements
*    Assist clients in taking withdrawals as requested (RMD, distributions, 529 Plans)
*    Download and complete any forms / applications as needed     
*    Adding new business cases / sponsored transactions
*    Ensure business is approved and in good order before submitting carrier paperwork
*    Make sure computer stays compliant with Entreda system
*    Entering any checks sent to the office on the check blotter
*    Update client records (including suitability and contact details) as needed
*    Answer atl incoming calls and emails
*    Assist with any issues that are forwarded
*    Ensure that producer licenses are all up to date
*    Call on any late premium notices and follow up with client to ensure it is paid
*    Schedule life exams and download results when available      
*    Request illustrations and plan docs as needed
*    401K lineup analysis
*    Ensure CE credits are up to date as well as any annual compliance training is complete      
*    Help with benefit books as needed

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Farmington, MI
  • Job Type:Admin - Clerical
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:8/2/2022
  • Contact: Anja Domazet (248) 347-1593
  • Pay Range: $18.00 - $22.00 Annually
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Job Reference: JO-2206-165988