This is a remote position for 90% of the time. The other 10% will be meeting in person at my office in Fitchburg. Training will be in person at the start, and I want to meet every month for an hour to exchange information. Hours can run anywhere from 5-20 hours per week. Candidate will be required to fill out paperwork for 1099/independent contractor.
Job duties include: updating CRM with client folder information & policy numbers. update all spreadsheets: Master, birthday, and address. Send out thank you letters and gift cards. Update Microsoft publisher monthly newsletter, Download carrier reports. Update website and all social media. Find/create content for social media to publish weekly. Follow up to get google biz reviews. Reach out to various businesses to be featured in newsletter.
This position offers lots of flexibility to work remote on days and hours that work for them. Individuals will need to step up hours during peak season from October – to the first week of December. Commit to 2-3 set days a week (approx. 5-6 hours per day/AM hours)
During the peak season, this person will help keep me organized by preparing client appointments. i.e. scheduling appointments, following up with clients to update information and other tasks as assigned. It’s important that this person can commit to my schedule during my busy season in the Fall.
During slow months, individuals can work on social media posts for FB, Google business page and Linked in. They can also research businesses that they think will complement my client base. I am always looking to feature local businesses that help seniors in my newsletters.
Individuals should be well versed with Microsoft Office products (word, excel, outlook, publisher) A bonus for someone that has some I.T. experience. Should be able to work alone with little supervision. Looking for someone that takes the initiative, is dedicated to the job and takes the work seriously. Please send a resume and why you would be good for the job.