Executive Assistant – General Office Manager

Executive Assistant – General Office Manager

Location: Remote

Hours: Monday – Friday, 9:00 AM – 5:00 PM Arizona Time

About the Role

Are you a process-minded "people person" with top-tier customer service skills? We're looking for an organized Executive Assistant – Office Manager to keep our growing Medicare agency running smoothly. You'll serve as the central operational backbone—handling client communications, organizing internal systems, and managing key financial admin tasks.

Key Responsibilities

• Client Support & Calls: Support Customer Service as they process incoming requests.
• Inbox & Communications: Manage executive email inboxes, route inquiries, and facilitate smooth team communications.
• Financial & Admin Support: Assist with payroll processing, track carrier commission statements, issue bonuses, and organize monthly reports.
• System Management: Maintain daily workflows across our tech stack (Spark CRM, Sunfire, Levitate AI, Dialpad, Zenzap, and GSuite).

Qualifications & Requirements

• Experience: Strong background in office management, executive support, or high-touch customer service.
• Tech-Savvy: Comfortable navigating CRM platforms, VoIP systems, and cloud scheduling tools.
• People Skills: High empathy, exceptional verbal communication, and a natural ability to assist clients with patience and care.

Nice-to-Haves:

• Medical, healthcare, or Medicare background
• Working knowledge of QuickBooks
• HIPAA compliance knowledge/certification