Utilizing our expansive product lines (30+ Carriers), our partners work to guide individuals, families, and businesses toward the financial strategy that is

Answering phones and routing calls to the correct person or taking messages. Opening, sorting and distributing incoming faxes, emails, and other correspondence.

Order and study diagnostic tests (blood tests, X-rays etc.). Inform patients about their health conditions and prescribed medications.

One or more years of experience in a receptionist/administrative position. Answer calls from customers regarding their inquiries.

Must have knowledge of double entry book-keeping and spreadsheets. Manage all accounts payable and accounts receivable. Degree preferred, but not required.