Administrative Assistant
Administrative Assistant – Part-Time (Local to Lake County, IL) for Trecartin Insurance Group
Location: Must be within reasonable driving distance of Libertyville, Vernon Hills, Schaumburg, and Arlington Heights IL area.
Hours: 5–10 hours per week. Hours are flexible but may increase to 10-15 hours during some weeks (typically once per month). Opportunity for increased hours over time.
Pay: $16–$18/hour with pay increases over time
About Us:
Hi there! My name is Caroline Trecartin, and I am the owner of Trecartin Insurance Group, a Medicare-focused insurance agency serving the northern suburbs of Chicago. I’m looking for a reliable, local assistant to help with appointment setting, seminar support, and day-to-day administrative tasks.
We’re seeking a detail-oriented Administrative Assistant to support a growing Medicare-focused insurance agency. This role includes CRM management, client outreach, appointment setting, and occasional in-person event support (typically 2–4 times per month). If you enjoy staying organized, communicating with people, and working in a mission-driven environment, we’d love to meet you. This role is ideal for a college student or recent graduate seeking flexible, part-time work, but all qualified applicants are encouraged to apply.
Note: This role is approximately 80% remote and 20% in person (in-person support is primarily for seminars).
Responsibilities:
- Enter and update client information in a GoHighLevel CRM
- Call and confirm RSVP attendance for upcoming Medicare seminars
- Attend seminars 2–4x per month (typically in Wauconda, Libertyville, Vernon Hills, Schaumburg, or Arlington Heights)
- Greet guests, hand out and collect materials at seminars
- Set appointments
- Assist with folder preparation and seminar materials (especially if local to Mundelein)
- Perform other administrative tasks as needed (mostly data entry in CRM).
Requirements:
- Strong organizational and communication skills
- Friendly, professional demeanor
- Detail Oriented
- Comfortable making outbound reminder calls
- Ability to reliably attend in-person events a few times per month
- Previous administrative or CRM experience preferred
- Preferred: Familiar with GoHighLevel CRM
Why Join Us?
You’ll be supporting a fast-growing insurance agency with a focus on serving the senior community. Your work will directly contribute to client education and operational efficiency, making a meaningful difference in people’s lives.
Job Types: Part-time, Contract
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Vernon Hills, IL