ACCOUNT & ADMIN EXECUTIVE

Job Description:Peak Plans LLC is seeking a dynamic and organized individual to join our team as an Account Executive/Administrative Officer. In this role, you will be responsible for managing communication with external contacts, supporting the needs of our management team, and ensuring the smooth operation of our administrative processes.

Responsibilities:

* Serve as a point of contact for external clients, brokers, and partners, providing excellent customer service and addressing inquiries promptly and professionally.
* Assist in the coordination and execution of client meetings, including scheduling, agenda preparation, and documentation of meeting minutes.
* Collaborate with internal teams to ensure timely and accurate processing of client requests and inquiries.
* Maintain organized records of client interactions, contracts, and other important documents.
* Provide administrative support to management, including calendar management, travel arrangements, and expense reporting.
* Assist in the preparation of presentations, reports, and proposals for client meetings and internal discussions.
* Contribute to the development and implementation of process improvements to enhance efficiency and effectiveness within the department.

Qualifications:

Bachelor’s degree in Business Administration, Communications, or related field preferred.
Proven experience in a customer service or administrative role, preferably within the healthcare or insurance industry.
Strong English communication skills, both written and verbal, with the ability to interact professionally with diverse stakeholders.
Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with CRM software is a plus.
Ability to work independently with minimal supervision, while also functioning effectively as part of a collaborative team.
Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

How to Apply:
Please submit your resume. cover letter and an audio or video introduction (required) outlining your qualifications and interest in the position. Please note that only applicants with all 3 requirements will be processed. We look forward to reviewing your application!