Admin/ Client Success

About the Role

Fortis Life is a growing organization focused on helping individuals and families navigate important insurance and financial decisions with clarity and confidence. The company emphasizes ethical practices, regulatory compliance, and a consultative approach that prioritizes client needs. Team members work in a collaborative environment with access to training, resources, and tools designed to support professional growth. Fortis Life values integrity, clear communication, and long-term relationships with both clients and colleagues.

No Medicare or insurance experience is required. The Admin/Client Success role is a full-time, on-site position based in Duluth, GA.

Key Responsibilities

• Manage daily administrative tasks, including scheduling client meetings, maintaining accurate records, and preparing documentation.
• Support office operations.
• Serve as a primary point of contact for clients, responding to inquiries and coordinating follow-ups.
• Ensure a smooth and positive client experience.
• Track client requests.
• Assist with basic/general questions about client insurance coverage and benefits.
• Support compliance with internal procedures.
• Contribute to a professional, organized, and client-focused environment.

Qualifications

• Strong Communication skills, including clear written and verbal communication and the ability to interact professionally with clients over the phone.
• Solid Analytical Skills to review information, identify discrepancies, and support accurate record-keeping and reporting.
• Administrative Assistance experience, including scheduling, document management, data entry, basic computer skills, and general office coordination.
• Customer Service skills, with a focus on responsiveness, empathy, and maintaining a positive client experience.

Additional Beneficial Qualifications

• Strong organizational and time-management skills.
• Dependable.
• Ability to prioritize multiple tasks.