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Scheduling Coordinator/Customer ServiceRetirement and Insurance Services of FloridaBrandon, Florida, United States

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Scheduling Coordinator/Customer Service

Retirement and Insurance Services of Florida
  • US
    Brandon, Florida, United States
  • US
    Brandon, Florida, United States

About

Job Summary:
We are seeking a highly organized, proactive, and adaptable Business Operations Coordinator to support the Business Owner in a fast-paced environment. This role is a hybrid of office management, executive assistance, and event coordination. You will be responsible for managing day-to-day workflows, optimizing the owner's calendar, and attending evening restaurant seminars to secure client appointments and manage lead data.Key Responsibilities:

  • Seminar & Event Support: Accompany the Business Owner to restaurant-based seminars. Manage the setup, interact with attendees, and proactively book follow-up appointments immediately following the presentation.
  • Calendar & Workflow Management: Optimize the Business Owner's schedule for maximum efficiency. Seamlessly pivot between routine workflow tasks and urgent, high-priority "one-off" projects as needed.
  • CRM & Data Integrity: Maintain and update the CRM system with precision. Track seminar performance metrics and ensure all new leads are processed and followed up with promptly.
  • Client Relations: Serve as a professional point of contact for clients, ensuring a high-touch, positive experience during all interactions.
  • Administrative Support: Utilize Microsoft Excel and Word to prepare reports, correspondence, and tracking sheets.

Qualifications:

  • Experience: Prior experience in Office Management or as an Executive Assistant is highly preferred.
  • Technical Skills: Proficiency in Microsoft Word, Excel, and experience navigating CRM platforms.
  • Adaptability: Proven ability to remain calm and effective in a fast-paced environment, with the mental flexibility to shift priorities on the fly.
  • Communication: Exceptional interpersonal skills with a "sales-friendly" mindset for booking appointments at events.
  • Availability: Must be able to work a standard 9-5 schedule while maintaining the flexibility to work evenings and weekends for scheduled seminars.

Job Type: Full-time

Pay: From $25.00 per hour

Expected hours: 40 per week

Ability to Commute:

  • Brandon, FL Required)

Willingness to travel:

  • 25% (Required)

Work Location: In person

  • Brandon, Florida, United States

Languages

  • English
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