Administrative Assistant
Qualifications
Must be Fluent in Microsoft Excel, Word and PowerPoint
Customer Relationship Management Software Experience Preferred
Financial/Insurance and/or HR Experience Preferred
Benefits
Paid Training/Continuing Education
Flex Time (Family Friendly)
Position 20hrs Part Time or Full Time
Ability to Grow in the Business to Other Postions
Raises
Extra in Commission
Job Responsibilities
Processing and Filing Documents, Greeting Clients, Answering Phones, Scheduling Appointments, Entering Data into CRM System, Daily Office Coordination, Compliance Reporting and Documentation, Preparing for Seminars and Events, Processing and Following Up on New Insurance and Investment Business, Other Duties/Projects as Assigned
Insurance Agent and/or Registered Representative
Training to include a wholistic, needs-based approach to client relationships, products, sales, and planning. Work with variety of different companies and products. Work in a team environment with access to experienced agents, representatives, financial planner, and investment manager. Specialized experience with working with Federal Employees and Retirees. Office Space for meetings, trainings, and seminars. Technology such as Microsoft Office Suite, cyber security, CRM provided at minimum cost. Client base and additional lead sources available.
Please Send Resumes Via
Email: Admin@NicoleEBrewer.com
Fax: 440-508-5466
Mailing Address: Nicole E Brewer and Crew: 7172 Columbia Rd, Ste C, Olmsted Township, OH 44138.
Securities offered by Fortune Financial Services, Inc., Member FINRA / SIPC .
Advisory Services offered through Prosperity Wealth Management.
Brew Crew Enterprises, LLC DBA Federal Benefits Consulting of OH and DBA Nicole E Brewer & Crew, Prosperity Wealth Management, and Fortune Financial Services, Inc are separate entities.
Customer Service Relationship Form for Fortune Financial Services, Inc
Customer Service Relationship Form for Prosperity Wealth Management
I am a long-term resident of Olmsted Falls, Ohio. I am a active with the Christian community in a variety of capacities. I have been blessed with two
step-children, six adorable grandchildren, and six nieces and nephews.
In my spare time, I enjoy landscaping, gardening, music, skydiving and just about any outdoor activity. More importantly, I am also a licensed independent insurance and investment advisor/business owner.
Prior to becoming an agent, I worked for 22 years as a recruiter for a customer service call center. I really enjoy talking with people, listening to their stories and developing a connection with them. I specialize in the Senior arena, because I feel that the complexities of Medicare are overwhelming to most people. I also am a registered representative and work with investments. I also work with federal employees with their benefits. I also help people find what works best for their particular situation – insurance and investing is not a “one size fits all” type of business
My passion for educating and guiding employees with their health care benefits inspired me to pursue and obtain a GBA designation through the Wharton School at the University of Philadelphia. I have seen first-hand how challenging and confusing it can be to comprehend the everchanging health care regulations. As a licensed Life and Health Agent, I now educate and assist clients as, together, we navigate through their benefits options.
* Nicole E Brewer,
CLTC, ChFEBCsm
Insurance Agent, Investment License
Navigate@NicoleEBrewer.com
* Mary Mazoh - ChFEBC (sm)
Licensed Insurance Agent
Securities Licensed – Series 6
Direct #: 440-382-5496
MaryM@NicoleEBrewer.com
Nicole E Brewer & Crew Contact Information
7172 Columbia Rd, Ste C
Olmsted Township, OH 44138
440-709-4903 Office
440-508-5466 Fax
Navigate@NicoleEBrewer.com
Wanda Kuhn, CLTC
Insurance Agent
Direct # 330-741-0314, Wandak@NicoleEBrewer.com
Meet Our Team!
Kathy Littleton
Federal Benefits Seminar Assistant
Shelley Monico
Licensed Insurance Agent
Direct #: 216-406-6969
ShelleyM@NicoleEBrewer.com
Welcome to Nicole E Brewer & Crew
"Let us help you navigate to a better life!"
I began my career as a secretary, have over 18 years experience and have worked with some of the best insurance agents in the industry. Currently I am insurance licensed for Life, Accident & Health and help people navigate through Medicare "Mayhem" and other areas of our industry. My husband of 36 Years and I have one miracle child and have been long-time residents of Hinckley Township.
Brittany Ayala
Administrator & Marketer
440-709-4903 Admin@NicoleEBrewer.com
Christina Flach
Administrator
440-709-4903 Assist@NicoleEBrewer.com
We are a Successful Growing Insurance Agency, Nicole Brewer and Crew, Branch of Fortune Financial Services, Inc, a broker dealer, and Branch of Prosperity Wealth Management, a Financial Planning and Registered Investment firm.
Michael Littleton
Federal Benefits Seminar Assistant
WE ARE HIRING