Office Administrator
Office clerk job in Fort Myers, FL
Job Description
Are you a supportive, detail-oriented professional with a passion for processes and client service? Do you thrive in a role where organization and relationship building are essential? Ph Financial Advisors is seeking someone with these qualities to join us as an Office Administrator in Fort Myers. If you're a supportive, social, multitasker who thrives in a fast-paced environment and has a keen eye for detail, join us and help keep our team organized and connected.
COMPANY OVERVIEW
Ph Financial is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Office Administrator at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.
JOB OVERVIEW
As the Office Administrator, you will be responsible for efficiently managing and servicing both new and existing accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with a passion for client service and office operations.
COMPANY CULTURE
We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles:
Responsibility: Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.
Transparency: Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.
Excellence: Embrace a growth mindset by asking, "What else can I do? How can I improve?"
Urgency: Prioritize efficiently, ensuring timely and clear communication to clients and colleagues.
Problem-solving: Seek and suggest technological or process-based solutions that enhance productivity and communication.
Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
Passion for Service: Actively work to support others in achieving their goals.
KEY RESPONSIBILITIES
Office Operations
Greet guests and ensure a welcoming environment for clients and visitors.
Answer and direct incoming phone calls promptly and professionally.
Manage office inventory, including ordering supplies and maintaining stock levels.
Support general administrative tasks to ensure smooth day-to-day operations.
Client Servicing and Customer Relations
Maintain and service existing accounts with a high level of client interaction and follow-through.
Prepare and audit summary documents to confirm critical details (e.g., correct beneficiaries).
Identify opportunities for additional business from existing clients and inform leadership.
Business Health Monitoring
Oversee caseload prioritization and monitor monthly profit & loss reports.
Employee Benefits Knowledge
Posses a strong understanding of group medical benefits.
Providing day-to-day service for employee benefits clients, addressing questions and issues efficiently.
Facilitate Open Enrollment preparation.
COMPENSATION AND BENEFITS
Salary Range: $60,000 - $70,000 based on experience, with a 90-day initial performance review and potential for advancement.
Job Type: Full-time, 8-hour shift, Monday to Friday.
Benefits:
Health insurance
Paid time off
Professional development assistance
Bonus pay
QUALIFICATIONS
Education: Associate degree (preferred)
Experience: 1 year of Microsoft Office and administrative experience (preferred)
Licenses: Life, Health License or willingness to obtain within 90 days is required.
Location: In-person at Fort Myers, FL location.
Office Coordinator
Office clerk job in Captiva, FL
Our Property:
Captiva Island has been the destination of choice for generations of families. South Seas, for many, is where the destination has come to life. The 330-acre retreat and wildlife nature preserve on the Florida Gulf Coast offers elevated coastal experiences and world-class amenities designed to appeal to a multitude of guests. Join this passionate and hardworking team and enjoy working in paradise.
Our Core Values:
We are in the business of creating an authentic sense of place for families to return to time and time again while committing ourselves to creating memorable and fun experiencers through passionate, attentive service. This mantra is reflected in everything we do and every interaction we have whether it be in hospitality operations management, asset management, development, or sales & marketing. Our values define who we are.
Be Authentic
Practice Humility
Cultivate Teamwork
Value Time
Be Trustworthy
South Seas offers a very competitive salary and generous benefits including:
Low-cost Medical, Dental, Vision Plans
Paid Life Insurance
Short- and Long-Term Disability
Paid Time Off & Holidays
401(k) with 100% match up to 4 percent
Commuter and Company-paid Toll Programs
Employee Daily Meal Program
POSITION OVERVIEW
The Office Coordinator is responsible for managing office communications and facilitating key departmental tasks and procedures. We are looking for a team member with strong facility maintenance and or construction office administrative background. Their duties will include yet not limited to oversite of the key departmental administrative responsibilities.
ESSENTIAL FUNCTIONS
Essential functions as defined are ILLUSTRATIVE ONLY and not a comprehensive listing of all functions and duties performed by incumbents within this classification. Essential duties and responsibilities may include, but are not limited to, the following:
Financial Job Duties
Maintain departmental checkbook, accurately recording all expenses and prepare month end reporting.
Prepare and submit invoices for all billable work performed by the engineering department. Must be timely and with backup to post to owner accounts in the month for the month.
Assist with weekly pay roll reporting ensuring accurate and timely submissions.
Inventories and Supplies
Ordering stock parts and supplies to maintain established par levels on a monthly basis with consideration to budgeted expenses.
Sourcing custom and one-off parts to reduce down time on guest units and equipment.
Vendor Coordination
Assist procuring proposals and or multiple bids when third party contractors are required for repairs and maintenance.
Scheduling of third-party contractors and effectively communicating scheduled work with all necessary resort departments.
Record Keeping
Maintain and appropriately file all State required inspections, and coordinate schedules of responsible vendors to ensure the resort is always in a compliant status.
Alarm Panels & Fire Suppression Systems
State Elevator Inspections
DEP Documentation
Balcony Certificates
State Health Inspections
Coordination of facility maintenance contracts including yet not limited to the list below, to ensure vendors obligations are fulfilled.
Pest Control
Grease Trap Servicing
Equipment Service Contracts
Kitchen Hood Cleaning
POSITION REQUIREMENTS
High School Diploma/GED; AND one (1) year of resort operations support experience; OR an equivalent combination of education, training, and experience.
Must be proficient in Office 360, and be able to keystroke at 50 wpm, without error.
WORKING CONDITIONS - PHYSICAL/MENTAL REQUIREMENTS
Must be able to work in a fast paced, deadline driven environment.
Mobility to work in an office setting, use standard office equipment.
Stamina to sit for extended periods of time.
Strength to lift and carry up to 20 pounds.
Vision to read printed materials and computer screens with dexterity to utilize computer equipment.
Hearing and clear speech to communicate in person or over the telephone.
Must be able work in different types of weather sometimes extreme, including high temperatures and humidity.
Schedule: days and times may vary based on need, this is not a remote position.
Timbers Company is a developer and operator of exceptional boutique hotels, residence clubs and resort communities located in some of the most sought-after destinations in the world. We are passionate about creating remarkable experiences with world-class hospitality while exposing our Owners and guests to the humble authenticity of every location that we call home.
Our company (“Company”) fully subscribes to the principles of Equal Employment Opportunity. It is our policy to provide employment, compensation, and other benefits related to employment based on qualifications, without regard to race, color, religion, national origin, age, sex, veteran status, genetic information, disability, or any other basis prohibited by federal, state or local law.
In compliance with the Americans with Disabilities Act (ADA) and applicable federal, state and/or local laws, it is our policy to provide reasonable accommodation upon request during the application process to applicants in order that they may be given a full and fair opportunity to be considered for employment. As an Equal Opportunity Employer, we intend to comply fully with applicable federal, state and/or local employment laws and the information requested on this application will only be used for purposes consistent with those laws. To the extent required by applicable law, The Company maintains a drug- free workplace.
Office Coordinator - Lee Health Hospitalists
Office clerk job in Fort Myers, FL
Work Type: Full Time & Part Time Available Pay Range: $17.34 $21.67 / hour (based on experience) At Lee Health, we believe in making a meaningful impact every day - for our patients, our community, and each other. As one of the largest nonprofit health systems in Florida, we are committed to fostering a culture where compassion, respect, and teamwork are at the heart of everything we do.
Were looking for an Office Coordinator to support our Hospitalist team. In this role, youll ensure the office runs smoothly, help providers focus on delivering excellent patient care, and contribute to the supportive, mission-driven environment that makes Lee Health special.
What You Will Do
* Coordinate daily provider assignments
* Serve as a liaison for providers regarding scheduling, basic inquiries, credentialing updates, and reimbursements
* Manage data entry from admissions
* Utilize systems such as Epic, RightFax, and Microsoft Office Suite to support efficient workflows
* Ensure compliance with Lee Health policies while delivering exceptional customer service
What makes you perfect for this Role?
* Strong attention to detail and accuracy
* The ability to prioritize tasks, adapt quickly, and stay organized in a dynamic environment
* A reliable, punctual, and dependable work ethic
* A positive attitude and a team-oriented approach with excellent customer service skills
Why Lee Health?
* Supportive Culture: Join a workplace that values collaboration, respect, and compassion.
* Growth & Development: Advance your career with tuition reimbursement (after one year), training, and opportunities for professional growth.
* Exceptional Benefits: Competitive pay, health coverage, paid time off, and up to a 5% retirement match.
* Balance & Belonging: Enjoy flexible scheduling options and a team that supports your well-being.
* Team Engagement: Work alongside a large variety of providers in an environment that encourages connection and engagement.
Schedule:
* Standard Hours: Four 10-hour shifts per week (6:00 AM 4:30 PM)
* Flexibility: Self-scheduling options to support work-life balance
* Weekends: Rotation approximately every 3rd weekend (Saturday & Sunday)
* Holidays: Typically a half-day shift
Requirements
Educational Requirements
Degree/Diploma ObtainedProgram of StudyRequired/
Preferredand/or High School Diploma or EquivalentRequiredorGEDRequired
Additional Requirements
1 year business school or equivalent preferred
Experience Requirements
Minimum Years RequiredArea of ExperienceRequired/
Preferredand/or3 YearsPhysician Practice/Outpatient ManagementRequired
State of Florida Licensure Requirements
LicensesRequired/
Preferredand/or Not Required
Certifications/Registration Requirements
Certificates/RegistrationsRequired/
Preferredand/or
US:FL:Fort Myers
Business Office Associate - Part Time
Office clerk job in Fort Myers, FL
6035 - Ft Myers - 3000 Colonial Blvd, Ft. Myers, Florida, 33966CarMax, the way your career should be! Provide an iconic customer experience - Summary:
Under general direction from the Business Office Manager, this position is responsible for providing exceptional customer service in a fast paced, team-oriented environment through the facilitation of the sales, auction, and appraisal process. These processes include responsibility for cash management, processing and auditing of paperwork associated with sales, and providing exceptional customer service by answering questions and handling incoming calls.
What you will do - Essential Responsibilities:
Assists store personnel and all store departments in their daily functions while adhering to CarMax guidelines
Provides customer service by greeting customers, balancing overflow traffic, listening to and answering customer questions and explaining paperwork process.
Seeks win/win solutions for the customer and partners appropriately
Processes paperwork associated with retail/wholesale automobile sales may include printing daily reports, maintaining deal jackets, contacting finance companies regarding contracts, obtaining required information regarding registration and/or titling, processing reassignments, and auditing completed paperwork
Processes auction sales, dealer registration, and/or appraisal lane purchases to include the collection of titles (calls and follow up),
payoffs, proper paperwork and signatures from customers in order to send the appropriate documentation to the Home Office for the funding of drafts
Manages multiple pay types including receiving and counting money, distributing funds, preparing deposits and handling of the safe with
considerations to security and loss prevention.
Processes paperwork affiliated with the state DMV. This may include submitting paperwork necessary to title or and register a vehicle for a customer after the sale or obtaining a title for a customer after the sale.
Mentor new Business Office Associates, as well as, train other store departments on Business Office process and procedure
Clerical responsibilities may include, but is not limited to: copying, filing, reconciliation of missing dealer plates or information and data entry into Microsoft Excel and proprietary systems as required for logging vehicle registration tags.
Answers multi-line phone system, responds to callers' needs and direct calls as appropriate.
Learn and succeed as part of a team:
Pleasant, but noisy office environment
Numerous distractions and disruptions due to incoming communication
May require walking or standing for extended periods of time
Variety of work schedules with shifts that do include nights, weekends, and holidays.
Wear CarMax clothing (acquired through the company) at all times while working in the store
Qualifications:
Work requires ability to:
Read, interpret and transcribe data in order to maintain accurate records
Use resources and partnership to balance the needs of the customer and the business
Understand numeric filing system
Use word processing, spreadsheet and other programs, displaying intermediate PC skills
Ability to prioritize and multi-task in a deadline oriented environment which requires above average organizational skills and attention to detail
Lift objects that weigh as much as 15-20 lbs
Speak and listen effectively in dealing with both internal and external customers, in person, over the phone, and written
Complete CarMax provided training as required
Develop partnerships with Sales team and other departments in order to provide quality customer service
Maintain confidentiality of all records, files and reports within the scope of the position
Report Asset Protection and/or Human Resource related issues to management
Upon an applicant's request, CarMax will consider reasonable accommodation to complete the CarMax Job Application.
Auto-ApplyClinic Office Administrator
Office clerk job in Fort Myers, FL
Job Description
Are you interested in a career that will allow you to help those you serve? This could be the right fit for you- apply today!
Join our dedicated team at a mid-sized clinic in Fort Myers FL where we prioritize patient care and service excellence. We are currently seeking a responsible and dependable Front Office Administrator to join both of our Fort Myers FL location. This is a full-time position with office hours on Monday through Friday, from 8 AM to 5 PM. We provide on-the-job training to ensure your success in this crucial role.
Job Responsibilities:
Welcome patients with courtesy and compassion, creating a positive and welcoming atmosphere.
Ensure that patients have completed all necessary paperwork for efficient and accurate record-keeping.
Manage patient appointments to optimize the clinic's workflow and meet patient needs.
Operate a multi-line switchboard telephone system, providing prompt and professional assistance to callers.
Verify insurance coverage and obtain necessary authorizations for patient services.
Conduct thorough checks on patient benefits to facilitate accurate billing.
Enter patient demographics into the Electronic Medical Records (EMR) system.
Scan and file documentation accurately to maintain organized and accessible records.
Prepare patient charts for the next day, ensuring seamless operations.
Assist in ordering necessary devices for patients as required.
Type notes and file paperwork with attention to detail.
Handle the collection of payments with accuracy and professionalism.
Requirements:
Maintain a friendly and positive attitude in patient interactions.
Demonstrate professional phone etiquette at all times.
Possess strong organizational skills for effective task management.
Ability to multitask in a fast-paced medical office environment.
This position does not allow for remote work.
If you are a motivated individual looking to contribute to a positive patient experience and possess the required skills, we encourage you to apply. Join us in making a difference in the healthcare community. We look forward to welcoming a new member to our team!
Office Administrator
Office clerk job in Fort Myers, FL
Job Description
Part-Time: MondayTuesday, 8:00 AM4:00 PM
Seeking a reliable Office Administrator to support our busy pool repair team
Must thrive in a fast-paced environment, communicate clearly under pressure, and work well with the team
Responsible for scheduling service appointments and processing invoices
Pool industry knowledge a plus
Patient Care Secretary
Office clerk job in Fort Myers, FL
The Patient Care Secretary is a skilled secretarial person whose job is to support the work of the Team Manager and who is generally responsible for accomplishing all patient care related clerical procedures.
Screens telephone calls for Team Manager. Facilitates communication between pa tients/families and other team members, including volunteers.
Takes and keeps daily schedule for all team members.
Attends weekly team meetings. Prepares agenda for team meeting. Follows through on assignments given by the Team Manager.
Establishes, maintains, and closes patient charts in an orderly fashion. This may include but is not limited to the mailing of and follow-up on all required documentation such as Plans-Of-Care, Attending Physician Authorization forms and Medical Information Request forms.
Provides back-up documentation to Billing Department routinely and as requested.
Orders D.M.E. and maintains record of dates ordered and picked-up.
Enters patient care and volunteer data into Vx and event tracking.
Communicates with staff and outside agencies as directed by Team Manager.
When the program utilizes part time staff, the PCS will maintain a list of all part-time staff jointly with other patient care secretaries. Contacts and schedules part-time staff at the direction of Team Manager.
Jointly with other patient care secretaries, orders supplies and documentation forms used by the team.
Does routine correspondence for Team Manager and other members of the team.
Sorts and processes all patient care mail jointly with other patient care secretaries.
Maintains A.D.T. and checks census daily for accuracy.
In programs that have more than one patient care secretary, they will cover for each other for lunch, for team meetings, and for other short intervals of absence.
Handles other tasks as assigned by the Team Manager.
QUALIFICATIONS
Three years prior work experience preferred.
Good typing skills.
Computer literate.
Able to handle multiple tasks.
Excellent communication skills
Good telephone skills
EDUCATION
High school graduate or equivalent required.
SPECIAL INSTRUCTIONS TO CANDIDATES
EOE/AA M/F/D/V
Auto-ApplyOffice Administrator
Office clerk job in Fort Myers, FL
M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein, and guided by Irving's drive to always "treat the customer right," we've fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation's leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 16 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa.
Job Summary: Provides administrative support for senior level executives, including, but not limited to, word processing, scheduling, and special projects to assist in daily operational functions and ensure accurate and efficient workflow.
Duties and Responsibilities
* Processes a variety of documents including letters, spreadsheets, memorandums, forms, reports, etc. which may require research, analysis, and comparison of data to obtain information. Material may often be of a sensitive or confidential nature.
* Develops and maintains filing systems for department and supervisor to ensure availability of documentation; copies letters, memorandums, forms, and other documentation and files as required.
* Screens incoming calls for assigned area, department or individual to obtain relevant information; routes calls as necessary or provides information in appropriate circumstances.
* Acts as a liaison between department staff and others such as internal departments, external contacts and management staff. May be required to arrange meetings, assist in the resolution of problems, coordinate schedules, and maintain working internal relationships.
* If applicable, reviews incoming mail and routes or responds to immediate items as authorized by supervisor.
* Performs additional assignments and projects as requested by assigned area, department or individual.
* Process all overhead, production and customer care invoices for payment.
* Ensure invoices obtain signatures per company authorization matrix before applying payments.
* Code vendor invoices per coding matrix book.
* Run overage report, enter changes into JDE per estimator's request and balance out vendor for payment.
* Filing and maintaining of paid invoices, checks, files, and vendor correspondence.
* Check requests per company policy.
* Complete and send all vendor update forms to the corporate accounts' payable office.
* Process credit applications for new accounts.
* Assist subcontractors and vendors with billing and payment information.
* Conduct all correspondence with vendors and subcontractors concerning invoicing and payments.
* Review subcontractor statements for past due invoices, issues, etc.
* Maintain the authorized to charge list and periodically sending updated lists to all vendors who require.
Minimum Education Experience:
High school graduate with basic academic and practical skills gained through school curriculum combined with at least five years of related work experience and/or training which exhibits increasing responsibilities (post-secondary education may be substituted for some work experience); thorough knowledge of administrative skills and office functions.
Skills and Abilities:
Ability to interpret, analyze and evaluate given information relative to business and administrative procedures; administrative skills to assist in the processing of departmental work flow. Good written and verbal communication skills for interaction with a variety of people inside and outside of the organization. Good organizational skills and detail-oriented aptitude to coordinate several activities simultaneously. Good working knowledge of Microsoft products and the ability to learn new systems and software packages.
Work Conditions and Physical Requirements:
Office environment.
M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Front Office Clerk
Office clerk job in Marco Island, FL
Job Description
Create and maintain a guest-driven hotel that exceeds guest expectations at the Front Desk. Greets and registers guest, provide prompt and courteous service, and closes out guest accounts upon completion of stay to meet Marriott's high standards of quality. Remain active in the daily operations of front desk to ensure 100% customer satisfaction.
ESSENTIAL FUNCTIONS:
While standing, make eye contact and greet guests immediately with a friendly and sincere welcome using the 15-5 Rule. Use a positive and clear speaking voice, listen to understand requests, respond with appropriate action, and provide accurate information such as directions to company offices and local attractions. Be familiar with events taking place in area.
Promptly complete the registration process by inputting and retrieving information from computer system, confirming pertinent information including number of guests and room rate. Make appropriate selection of rooms based on guest needs and code electronic keys. Nonverbally confirm the room number and rate. Provide check in folders containing room keys. Close out guest accounts at time of check out. Use standards for check-ins and check-outs.
Verify and imprint credit cards for authorization using electronic acceptance methods. Handle cash, make change and balance an assigned house bank. Keep record of all the vouchers received at the front desk. Post charges to guest room accounts. Perform bucket check every shift to verify payment type, correct demographic information, and room rate.
Promptly answer the telephone using positive and clear English language. Take reservations. Retrieve mail, small packages and faxes for guests as requested. Ensure the voice message is left for the guests about the mail.
Close guest accounts at time of check out and ascertain satisfaction. In the event of dissatisfaction, negotiate compromise and authorize revenue allowances to remedy problems only after other alternative solutions have been offered. Complete daily shift checklist and other duties assigned by the supervisor.
Have working knowledge of reservations and procedures. Take reservations on the phone. Know cancellation and walk procedures.
Communicate with Housekeeping and Maintenance department to follow up on guest requests.
Field guest complaints, conducting thorough research to develop the most effective solutions and negotiate results. Listen and extend assistance in order to resolve problems such as price conflicts, insufficient heating or air conditioning, etc. Remain calm and alert especially during emergency situations and heavy hotel activity. Plan and implement detailed steps by using experienced judgment and discretion.
Develop a thorough knowledge of room locations, types of rooms and room selling strategies. Know Marriott Rewards program and its benefits.
OTHER:
Regular attendance in conformance with the standards, which may be established by the hotel from time to time, is essential to the successful performance of this position.
Due to the cyclical nature of the hospitality industry, may be required to work varying schedules to reflect the business needs of the hotel.
Upon employment, all team members are required to fully comply with hotel rules and regulations for the safe and efficient operation of hotel facilities. Team members who violate hotel rules and regulations will be subject to disciplinary action, up to and including termination of employment.
SUPPORTIVE FUNCTIONS:
In addition to performance of the essential functions, this position maybe required to perform additional functions as determined by the supervisor based upon particular requirements of the hotel.
Prepare daily arrivals with special requests, pre-assign rooms for VIP guests and advise Housekeeping accordingly.
Operate fax machine to send, receive, and log incoming transmissions. Notify guests using the voice mail. Ensure any leftover fax must be delivered to the room by 10pm on daily basis.
Provide safety deposit boxes for guests and file access slips in box order.
Use the photocopier to make copies of items as required.
May need to work in any other department in case the need arises.
Other duties as assigned by the supervisor such as assisting other departments or being Person in Charge, etc.
May be asked to serve on safety committee and other committees as required.
SPECIFIC JOB KNOWLEDGE, SKILLS AND ABILITIES:
The individual must possess the following knowledge skills and abilities and be able to explain and demonstrate the ability to perform the essential functions of the job with or without reasonable accommodation, using some other combination of skills and abilities.
Ability to effectively deal with internal and external customers, some of whom will require high levels of patience, tact and diplomacy to defuse anger and collect accurate information and resolve conflicts.
Basic mathematical skills and considerable skill in the use of a calculator to prepare moderately complex mathematical calculations without error.
Ability to read, write and speak the English language fluently.
Ability to stand for long periods of time, up to 8 hours with two 15 minute breaks and a 30 minute meal period, walk, bend, stoop, reach arms overhead and continuously perform behind the front desk.
Hearing and visual ability to observe and detect signs of emergency situations.
Ability to access and accurately input information using a moderately complex computer system.
Knowledge of hotel operations, including security, and safety programs, reporting repairs, maintenance through use of GXP.
Knowledge of PMS
Protect employer's privacy and data; keep passwords safe.
QUALIFICATION STANDARDS:
EDUCATION: Any combination of education and experience equivalent to graduation from high school or any other combination of education, training or experience that provides the required knowledge skills and abilities. High school diploma preferred.
EXPERIENCE: No prior experience required. Prior hospitality experience preferred.
LICENSES OR CERTIFICATES: No special licenses required. Individuals are required to meet the minimum bonding standards.
GROOMING: All team members must maintain a neat, clean and well-groomed appearance (as outlined in the Employee handbook).
OTHER: Applicants with additional language skills preferred.
Office Receptionist
Office clerk job in Naples, FL
Job DescriptionAre you a talented multitasker who loves interacting with people? We're looking for a positive and professional receptionist to be the face of our local business. You'll welcome visitors, clients, and fellow employees, answer phone calls and emails, sort and deliver mail, schedule meetings, make travel arrangements, and assist us with other operations as needed. The ideal candidate is a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team. If this sounds like you, apply today!Compensation:
$35,000
Responsibilities:
Respond to incoming phone calls and emails and make sure the right people receive all important information
Make appointments for employees and ensure the calendar is current and correct
Follow the correct sign-in procedures for visitors to keep our building secure
Assure incoming and outgoing mail is managed appropriately and handle deliveries
Book travel arrangements and prepare itineraries so off-site meetings go smoothly
1. Office Opening and Maintenance:
Open the office on time and ensure it is clean and organized.
Manage office supplies and replenish them as needed.
Keep the workspace tidy and well-maintained.
Place orders to keep the office fully equipped.
2. Communication and Coordination:
Answer calls and direct them to the appropriate staff.
Assign leads to agents following the 80/20 ratio.
Coordinate office events, place necessary orders, and print materials.
Assist in preparing presentations and setting up meetings.
3. Agent Support:
Contact agents via calls, emails, and text messages to invite them to events.
Prepare signs for open houses.
Respond to emails and print documents as needed for agents.
Assist in calling agents and requesting documentation when necessary.
4. Administrative Assistance:
Scan mail and forward checks and documents to Sabrina.
Assist with general administrative tasks.
Deposit checks as needed.
Request the updated list of agents from the DBPR and upload it to the CRM.
Check drip campaigns in the CRM.
Upload and update agent photos across all social media platforms and the website.
Update events on the company website.
5. Contractor and Maintenance Management:
Contact handymen or contractors for any office-related issues.
Keep the workspace updated and organized.
Ensure the office is well-decorated and in good condition.
Replace window display boards with updated property listings.
6. Mail and Documentation Management:
Check the mail daily and notify recipients of their correspondence.
Maintain agent records, ensuring all necessary and updated documentation is available.
7. Human Resources and Events:
Assist in recruitment processes if necessary.
Update events on the company's website.
Refresh office flyers.
Take photos and videos of office events.
Take photos of new agents and create welcome posts.
Qualifications:
High school graduate, G.E.D. recipient, or equivalent
Possesses strong customer service skills, interpersonal skills, organizational skills, and time management skills
Has experience answering telephone calls and troubleshooting stressful situations
1 year of experience as a receptionist, administrative assistant, guest service specialist, or similar position preferred
Has previous experience with word processing programs and basic computer skills
Bilingual, Spanish is a must
About Company
Xclusive Homes LLC is a leading residential and commercial real estate company with over 10 years of experience and a strong presence in the local market. We offer a comprehensive range of services, including property purchases, sales, seasonal rentals, corporate relocations, and referral services. Our team provides professional and personalized assistance, tailored to meet the unique needs of each client.
At Xclusive Homes, we pride ourselves on our core values of integrity, honesty, and professionalism. Our licensed professionals are dedicated to excellence, benefiting from guidance from top industry leaders and access to cutting-edge technology. We empower our agents and clients to thrive in an ever-evolving real estate landscape.
Our mission is to drive success through innovation and customer-centered service, positioning ourselves as an industry leader while fostering long-lasting relationships.
Branch Administrator
Office clerk job in Fort Myers, FL
Summary of Primary Functions:
Dobbs Equipment is seeking a Branch Administrator. This position performs a full range of administrative and sales support duties for a Dobbs Equipment dealership location. This is a full time, in office, non-exempt position.
Essential Functions and Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)
• Enter payroll hours for service team daily, process payroll for branch weekly. (ADP Function)
• Provides administrative support to all branch departments including parts, sales, and service
• Handles incoming and outgoing phone calls and email correspondence through the branch.
• Assists walk-in customers by learning basic qualifying questions for rentals/demos/sales to generate business.
• Coordinate with local vendors such as plumbing, A/C, and landscaping to ensure services are properly completed.
• Ensures the store presents a good image to customers and staff including stocking goods such as literature displays, coffee pods, printer paper, ink, organization of storage closet, and other office items.
• Take lead on branch events, customer appreciation events and such.
• Deposit cash daily and manage petty cash.
• Issue purchase orders and approve invoices when necessary.
• Work with DHQ to open customers in-house and Power Plan accounts.
• Reconcile credit card statement for P-Card
• Set up new vendor account with DHQ when needed
• Check requests
• Create customer invoices including Ad-hoc invoices when needed
• Assists Salesman & General Manager in collecting on aged accounts.
• Work closely with Credit and Payments and customer to keep accounts
• Customer account deep dives including calling reps at PP to help resolve issues on accounts, matching, requesting credits etc
• Participate in a weekly A/R call with Headquarters
• Complete accurate and timely records including rental agreements, DEMO agreements, requests, filing, and correspondence with DHQ.
• Focus on support for territory managers and ISR's with all types of customer or equipment issues.
• Interact with company personnel to assist in locating equipment and determining availability within the branch and other branches
• Create customer invoices including proforma invoices when needed
• Become farmilar with DIT (Dealer Inventory Tracking) and act as a backup to branch ISR regarding inventory and yard duties.
• Assist sales team with hiring haulers for equipment transfers / rental moves and such.
Qualification:
The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Valid Drivers License
• Customer Service experience
• Administrative Support experience
Education, Skill, and/or Experience Requirements:
• Two-year college degree or heavy equipment sales experience may be substituted or combined with education.
• Organization and communication skills must be highly developed. Computer skills need to be broad based.
• Valid Driver's License and maintain a clean driving record.
• Ability to communicate effectively with teammates and customers
• Strong problem-solving skills.
• Must be able to self-manage/self-motivate.
• PC literate, proficient with MS Office, with an emphasis in Excel and Outlook required.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Quick learner with the ability to think out of the box.
• Bilingual a plus
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, and outside weather conditions. The noise level in the work environment is usually quiet.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must regularly lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, and color vision.
We're an Equal Employment Opportunity and Affirmative Action Employer
Dobbs Equipment is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to providing an environment free of discrimination, harassment, and retaliation both for our employees and applicants. We make all employment-related decisions on the basis of an individual's qualifications and job performance. We recruit, hire, promote, train, transfer, and make compensation decisions without regard to race, religion, color, creed, national origin, ancestry or citizenship status, sex, sexual orientation, gender, genetic information, marital status, pregnancy status, age, disability, protected veteran status, or any other characteristic protected by federal, state or local law.
Notice to Applicants: We participate in E-Verify in the United States.
Drug Free and Alcohol-Free Workplace Notice.
Dobbs Equipment is an Equal Opportunity and At-Will Employer.
Auto-ApplyOffice Coordinator
Office clerk job in Cape Coral, FL
Physicians' Primary Care of Southwest Florida is a premier physician owned and managed primary care practice with locations in Cape Coral, Fort Myers, Lehigh Acres and Estero. We are currently seeking an Office Coordinator for our new Fort Myers Adult Medicine practice located Cape Coral.
Sample of Responsibilities:
Provides excellent customer service to both our internal and external customers
Oversees and directs functions of check-in and out, appointment scheduling, and general clinical operations.
Responsible for checking daily scheduling reports and encountering tracking reports.
Delegates responsibilities for clerical work activities and functions.
Assists staff in understanding/implementing organizational policies and procedures.
Helps develop guidelines for prioritizing work activities, evaluating effectiveness, and modifying workload as necessary.
Identifies, analyzes, and resolves work problems.
Ensures that requests for information are handled promptly and effectively.
Works with other staff to ensure efforts are coordinated and high-quality patient care is provided.
Responsible for the physical appearance and functionality of the site.
Performance Requirements:
Knowledge of medical charging, billing, and registration policies and procedures.
Knowledge of departments and operational relationships.
Skill in defining problems, collecting data, interpreting billing information.
Ability to develop and maintain a good rapport and a cooperative working relationship with providers, staff, and patients
Ability to communicate at all levels of the organization in a positive and effective manner.
Experience Necessary:
A minimum of three (3) years of experience working in a medical practice and at least one (1) year of experience in supervision.
What PPC Offers:
29 years of growing with and supporting our communities
Award-winning physicians
Ability to advance within our organization
Health, dental, vision, and life insurances
401(k) with company match
Paid Time Off (PTO)
Paid Holidays
Uniform Allowance
Employee Assistance Program (EAP)
Employee appreciation week and events
Want to learn more about Physicians' Primary Care of Southwest Florida? Visit us at *************** and apply today!
Office Administrator
Office clerk job in Bonita Springs, FL
Office Administrator | Ripple Fiber
We are looking for an Office Administrator to join our growing team in Florida.
At Ripple Fiber, we deliver more than high-speed internet. Were creating a ripple effect by producing opportunities and brighter futures for the residents of the communities we serve. Join Americas most innovative, industry-leading fiber internet company, and help shape the future.
We believe the biggest wave starts as a ripple.
About our culture
We are a dynamic, fast-growing, and innovative company driven by ambitious self-starters with entrepreneurial mindsets. Our fast-paced environment fosters creativity, collaboration, and initiative. We are people-centric, placing strong emphasis on employee experience, career growth, and professional development.
About the role
The ideal candidate will have a strong background in customer service, office administration, and computer skills. This position will be responsible for providing administrative support to the sales team. This position will be tasked with coordinating projects within our sales department from small simple tasks to large projects. A priority of this role is to ensure projects are completed within a timely manner while focusing on quality and staying within a set budget. Excellent collaboration and communication skills are a must have.
Responsibilities:
Compile, monitor and maintain sales data.
Track and report lead generation activities for sales associates.
Create PowerPoints for Sales presentations.
Maintain Sales Associates weekly data on sales activity.
Work effectively within a CRM.
Handle event coordination and collection of marketing materials.
Organize sales packages for community liaisons.
Ensure that the proper marketing and approved brochures and supporting documents are available for meetings/events.
Manage customers pre-orders and new orders within our system.
Handle inventory management for office supplies and marketing material.
Handle scheduling of general maintenance and organization of the assigned location.
Manage schedules for the assigned location.
Provide support to sales staff as needed.
Assist with special projects as requested.
Create and manage the office workflow.
Work effectively with other departments within the company to complete tasks or projects.
Qualifications:
Bachelor's degree or relevant work experience preferred.
Minimum of 4 years of experience in a similar role.
Proficiency in Microsoft Excel.
Excellent communication and interpersonal skills.
Ability to work independently and collaboratively in a team environment.
Detail-oriented with a high level of accuracy.
We offer competitive pay, comprehensive health benefits, 401(k) with company match, and a supportive work environment where innovation and teamwork thrive. If youre passionate about making a difference and being part of a community-focused company, Ripple Fiber is the place for you.
Ripple Fiber is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Ripple Fiber is committed to providing veteran employment opportunities to our service men and women.
Teller Specialist - Arcadia East office
Office clerk job in Arcadia, FL
Crews Bank & Trust is looking to add a Teller Specialist to our banking team at the Arcadia East office.
Are you Friendly.... Accurate.... Confident working with numbers....Enjoy working with Customers.... Able to work in a fast paced environment.... Interested in a schedule with no evening hours?
We'd love to learn more about you. Great working environment. No sales quotas. Referral incentives available.
Requirements
High school diploma or equivalent
Minimum two (2) years of cash handling, teller and/or banking experience
Excellent interpersonal and communication skills
Desire and willingness to work in a collaborative, flexible and team-oriented work environment
Ability to accurately count and handle cash, and manage multiple tasks at once
Experience using Microsoft Outlook, Word and Excel
Experience with JHA Silverlake platform a plus
Provide excellent internal and external customer service
Good attendance record
Professional appearance and attitude
Bilingual preferred
Available to work Saturdays
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.
Equal Opportunity Employer/Vets/Disabilities
Office Administrator/Customer Service More Space Place Naples Showro
Office clerk job in Naples, FL
Job DescriptionOffice Administrator/Customer Service More Space Place Naples Showroom About Us: More Space Place has been Southwest Floridas trusted source for Murphy beds, custom closets, home offices, and space-saving solutions for over 35 years. With a reputation built on quality craftsmanship and outstanding customer service, we help homeowners maximize their living spaces with functional and stylish designs. Our Naples showroom showcases our extensive product line, where customers can explore the best in space optimization.
Position Overview:
We are seeking a reliable, outgoing, and detail-oriented Office Administrator to join our Naples showroom team. This role is essential in supporting our designers, assisting customers, and ensuring the showroom runs smoothly. You will assist customers by greeting them in person or assisting over the phonewhile supporting the sales team and handling a variety of administrative tasks
Key Responsibilities:
Greet customers and assist designers in showcasing our Murphy beds, custom closets, and home office systems
Answer and manage incoming calls and emails
Maintain organized records using QuickBooks Desktop for invoicing, payments, and basic accounting tasks
Support day-to-day office operations including scheduling, filing, and order processing
Utilize Google Drive, Docs, and Sheets for documentation and team collaboration
Assist with light marketing and social media tasks (preferred but not required)
Ensure the showroom remains clean, organized, and customer-ready
Provide exceptional customer service, ensuring every client feels valued
Able to commit to part-time hours with the flexibility to cover additional shifts when other staff are out or on vacation.
Requirements & Skills:
Proven experience as an Office Administrator, Office Assistant, or a similar role
Minimum of 2 years of DesktopComputer experience
Strong communication and interpersonal skills
Proficiency in Google Drive, Docs, and Sheets
Familiarity with office management procedures and basic accounting principles
Self-motivated, trustworthy, polite, detail-oriented, and friendly
High school diploma required; BA in Office or Business Administration preferred
Knowledge of marketing and social media is a plus
Why Join More Space Place?
We pride ourselves on creating an inviting and supportive workplace where your contributions directly impact our success. Our goal is to deliver top-notch service and maintain the reputation weve built over decades. If youre organized, personable, and ready to be a key part of our Naples team, wed love to hear from you!
Apply Today! Submit your resume and lets talk about how you can be part of our growing company.
Clerical
Office clerk job in Punta Gorda, FL
We at Mr. Appliance are looking for qualified professionals to join our team. As an international appliance repair franchise network with 150 locations, we frequently have appliance repair job openings for technicians, managers, and support personnel throughout North America. Our franchises offer competitive compensation packages, complete training programs, and fast track advancement. We live our code of values of Respect, Integrity, and Customer Focus while having fun in the process!As a Customer Service Representative, you are a key member of the team and represent Mr. Appliance on support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees.You are self-motivated, energetic, and enjoy helping people. You are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis.Specific Responsibilities:
Receive incoming calls in professional and courteous manner
Perform marketing and sales functions to sell additional work and earn business
Complete work orders, return customer calls, and respond to customer complaints
Perform other duties as needed which may include cross-training in related positions
Job Requirements:
Minimum two years admin experience
Strong written and verbal communication skills
Detail-oriented with strong data entry skills
Positive Attitude
Team player who can work independently
Benefits: Benefits package vary by location We are actively interviewing for this position - Apply today and our hiring manager will follow up! Compensation: 30,000 - 50,000
When you do what you love, it never feels like a job. And what we love doing is problem-solving, figuring out why appliances aren't working, and then bringing them back to life. It helps that our culture is all about learning and collaboration. And if that isn't enough, there's competitive compensation and flexible working hours. Give us a shout.
Notice
Mr. Appliance LLC is the franchisor of the Mr. Appliance franchised system. Each Mr. Appliance franchised location is independently-owned and operated by an independent franchisee performing services. As a service to its independent franchisees, Mr. Appliance LLC lists employment opportunities available throughout the franchised network so those employment opportunities may be conveniently found by interested parties at one central location for brand management purposes only. Mr. Appliance LLC is NOT the employer seeking help. The only employer is the independent franchisee who has listed its available positions on this website.
*Acknowledgement
I acknowledge that each independent Mr. Appliance franchisee hires and determines the terms and conditions of employment for its own employees. Any employment benefits, compensation and employment practices vary by location. Neither Mr. Appliance LLC (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee's employees; (2) supervise and control franchisee's employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records. Mr. Appliance LLC is NOT the employer and/or joint employer for: (i) any of the job opportunities listed on this website; (ii) any of the independent franchisees; and, (iii) any of the employees of the independent franchisees.
Auto-ApplyOffice Administrator I
Office clerk job in Punta Gorda, FL
PURPOSE Responsible for performing a variety of general administrative and office operations support activities. ESSENTIAL DUTIES AND RESPONSIBILITIES May serve as office receptionist. Greets visitors, determines the nature of their business, and notifies appropriate staff member while ensuring office security measures are followed correctly.
Prepares routine correspondence, office forms and/or other business related documents.
Performs data entry/retrieval functions.
Handles Incoming and Outgoing mail and interoffice communications.
May perform office supply inventory and replenishment services.
May arrange meetings and conferences; maintains calendars and makes travel reservations.
Understands and observes all safety procedures and practices in order to prevent injury to self or co-workers; attends periodic safety meetings as required; may recommend changes to improve safety procedures.
Other duties may be assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
MINIMUM REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or General Education Degree (GED) and one (1) year administrative or related experience; or an equivalent combination of education and experience.
COMPETENCIES
Customer service skills
Good verbal and written communication skills
Ability to apply common sense understanding to carry out written or oral instructions
Proficiency in Microsoft Office Suite
WORK ENVIRONMENT / PHYSICAL ACTIVITY
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is generally performed in an office setting and generally sedentary, but may involve walking or standing for brief periods of time.
May be required to occasionally lift, carry, push, pull, or otherwise move objects up to 25 pounds.
Medical Office Representative
Office clerk job in Naples, FL
Medical Office Receptionist - Naples, FL (Full-Time, Contract-to-Hire) Nextaff is hiring a Medical Office Receptionist to join our client's growing primary care practice in Naples, FL. In this role, you'll play a key part in ensuring a smooth and welcoming experience for patients, greeting and checking-in patients, verifying insurance, collecting co-pays, updating patient records, and answering calls regarding appointments, prescription refills, and other inquiries. This role will require you to be within reasonable commuting distance from office location near Naples Airport.
This is a full-time, contract-to-hire opportunity with a Monday-Friday, 8:00 AM-5:00 PM schedule - no nights or weekends!
What's In It For You:
$18-$19 per hour, based on experience
Health benefits available through Nextaff starting Day One
Weekly pay for convenience and consistency
Unlimited referral bonus program - earn money for every person you refer who joins Nextaff!
Opportunity for permanent hire with our client and access to a great benefits package
What We're Looking For:
At least 1 year of recent experience working in a medical office environment
Solid knowledge of medical office procedures and terminology
Experience entering and updating patient data in an EHR system (eClinicalWorks a plus!)
Bilingual fluency in English and Spanish preferred
Successful completion of a background and drug screening
Who Is Nextaff?Nextaff of Sarasota is a locally owned healthcare recruiting and staffing firm with the resources of a national organization. We partner with medical practices across Florida to help them find top healthcare talent through direct hire, contract-to-hire, and temporary placements. Our mission is to expand the recruiting and hiring bandwidth of medical practices - so they can stay focused on providing exceptional patient care.#nextaffsarasota HC
Front Office, Patient Coordinator
Office clerk job in Naples, FL
Job DescriptionSalary:
***Please fee free to drop your resume off in person! BayView Dental Arts***
Front Office
Our established Naples dental practice is offering a special opportunity for a motivated, career minded, goal-achieving, team-player. Applicants must be friendly, highly-organized, possess excellent communication skills, comprehensive computer skills, and a genuine ability to deliver exceptional customer service. Excellent salary and benefit package with ability and experience!
We request that all applicants also possess the willingness to learn, be versatile, and have the following abilities:
Comfortable communicating over the phone
Experience using Dentrix or similar software
Ability to multi-task
Be detail oriented
Have time management
The ability to handle a multitude of responsibilities with organization
Have Integrity & Professionalism
Knowledge of common terminologies in dental practice
Excellent documentation and follow through
Experience Scheduling
Basic knowledge of dental procedures
Excellent written communication skills
Office Administrator
Office clerk job in Fort Myers, FL
Are you a supportive, detail-oriented professional with a passion for processes and client service? Do you thrive in a role where organization and relationship building are essential? Ph Financial Advisors is seeking someone with these qualities to join us as an Office Administrator in Fort Myers. If you're a supportive, social, multitasker who thrives in a fast-paced environment and has a keen eye for detail, join us and help keep our team organized and connected.
COMPANY OVERVIEW
Ph Financial is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Benefits Manager at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.
JOB OVERVIEW
As the Office Administrator, you will be responsible for efficiently managing and servicing both new and existing accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with a passion for client service and office operations.
COMPANY CULTURE
We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles:
Responsibility: Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.
Transparency: Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.
Excellence: Embrace a growth mindset by asking, "What else can I do? How can I improve?"
Urgency: Prioritize efficiently, ensuring timely and clear communication to clients and colleagues.
Problem-solving: Seek and suggest technological or process-based solutions that enhance productivity and communication.
Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
Passion for Service: Actively work to support others in achieving their goals.
KEY RESPONSIBILITIES
Office Operations
Greet guests and ensure a welcoming environment for clients and visitors.
Answer and direct incoming phone calls promptly and professionally.
Manage office inventory, including ordering supplies and maintaining stock levels.
Support general administrative tasks to ensure smooth day-to-day operations.
Client Servicing and Customer Relations
Maintain and service existing accounts with a high level of client interaction and follow-through.
Prepare and audit summary documents to confirm critical details (e.g., correct beneficiaries).
Identify opportunities for additional business from existing clients and inform leadership.
Business Health Monitoring
Oversee caseload prioritization and monitor monthly profit & loss reports.
Employee Benefits Knowledge
Posses a strong understanding of group medical benefits.
Providing day-to-day service for employee benefits clients, addressing questions and issues efficiently.
Facilitate Open Enrollment preparation.
COMPENSATION AND BENEFITS
Salary Range: $60,000 - $70,000 based on experience, with a 90-day initial performance review and potential for advancement.
Job Type: Full-time, 8-hour shift, Monday to Friday.
Benefits:
Health insurance
Paid time off
Professional development assistance
Bonus pay
QUALIFICATIONS
Education: Associate degree (preferred)
Experience: 1 year of Microsoft Office and administrative experience (preferred)
Licenses: Life, Health License or willingness to obtain within 90 days is required.
Location: In-person at Fort Myers, FL location.