The Strategies Group, LLC 

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THE OPPORTUNITY & WHAT YOU'LL DO

 

This role is intentionally structured to give you a 360-degree view of our agency. While your daily execution is firmly centered around Client Services and Administrative Support, you will gain direct exposure to multiple facets of the business.  Your day-to-day work balances core operational support with cross-departmental exposure:

• Core Client Services & Admin: Act as the first line of defense and the primary administrative anchor. You will handle inbound/outbound client communications (calls, emails, texts, faxes) , manage schedules , process documentation , and ensure data entry in our CRM is flawless.

• Client Advocacy & Support: Partner with our senior team to help clients navigate complex claims, resolve processing bottlenecks with insurance carriers, and provide an empathetic, human-to-human experience.

• Business Process Operations: Learn how our tech stack integrates. You'll assist in auditing client databases, identifying manual friction points, and responsibly deploying AI tools to automate repetitive tasks—freeing up more human-to-human time.

• Agent Support & Logistics: Work side-by-side with our licensed producers to prepare quoting packages, compile plan design data, and ensure they have everything they need to deliver flawless client consultations.

• Growth & Marketing Exposure: Support marketing initiatives, such as referral campaigns, updating client communication templates, or helping clean lead data for targeted outreach.

 

 

WHAT WE OFFER  

 

​We believe in building an environment where people can do their best work. That means providing a competitive financial foundation, clear avenues for professional growth, and the structure you need to feel supported in areas of your life. 

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• Competitive base Salary

• Company subsidized health insurance

• Training milestone bonuses

• Performance Bonuses

• Client referral bonuses

• Training & Learning Bonuses

• Paid time off

• Paid holidays

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WHO YOU ARE & WHAT YOU BRING

 

Externally, your demeanor is warm, friendly, and dependable.  Internally, you thrive on being sharp, deeply curious, highly organized, you are mission driven, and you are looking to learn how a modern business actually operates.

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Required:

• Be authorized to work in the United States without employer sponsorship or employer participation in an immigration-related work authorization process, now or in the future.

• Exceptional written and verbal communication skills; you enjoy interacting with people and have a natural capacity for empathy and kindness.

• An elite organizational mindset. You pay attention to details others miss , love ticking boxes off a checklist, and take pride in precise data management.

• A strong work ethic and a "no task is too small" ownership mentality.

• You're tech-driven by nature. Systems don't intimidate you; with training, you thrive in a cloud-based, paper-light environment.

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Preferred (but not required):

• Experience: Prior experience in customer-facing roles (hospitality, retail, banking, corporate administration, or healthcare).

• Tools: Familiarity with Google Workspace, Apple hardware/OS, modern CRMs, and foundational AI Models (Gemini, ChatGPT, Claude, etc).

• Languages: Bilingual or multilingual skills (Spanish and/or Portuguese) are a huge asset.

 

Note: If you believe you’re a fit for this role, but don’t meet our preferred qualifications, we still encourage you to apply. While our hard requirements are non-negotiable, we’re otherwise open-minded, and don’t need you to be the “perfect” candidate on paper

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WHERE CAN YOUR CAREER GO?

 

Successful mastery of this role is a definitive launching pad inside the business. Depending on your performance and interests, your path can evolve directly into:

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• Operations & Technology Management: Building and scaling workflows)

• Digital Marketing & Growth Operations: Driving lead generation and branding)

• Licensed Advisory / Client Management: Stepping into a more advance producer or senior advisory track)

• Something else? As you grow, perhaps a completely different role emerges that is best suited to your skillset

 

The door is wide open if you're ready to walk through it.

 

 

WHAT TO KNOW GOING IN (THE FINE PRINT) 

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• Home Office: We currently operate out of a home-based office in a residential area. We are actively scouting a fully dedicated commercial office in the surrounding area and plan to transition in the near future, but for now, this setup is entirely by design. It is lean, quiet, and intentionally structured to support deep work and close collaboration. While the current workspace is located within a residential property, it functions as a completely separate, fully equipped professional environment occupying an entire floor. If you thrive in fast-moving, purpose-driven settings, you'll feel right at home. We realize, however, that this isn't for everyone, and that's okay.

• Chaos: We're a small, growing company, where things move fast, change often, and sometimes feel messy. You have to be someone who can thrive in ambiguity, solve problems as they come, and stay focused.

• In-person: This role is fully onsite to help you get embedded in our tools, systems, and culture from day one.  You'll be working directly with members of the founding team. That means high access, rapid decisions, and a chance to shape the future. Around here, your independence and ideas are essential. If you're ready to speak up, dive in, and contribute meaningfully, this is your kind of place.

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READY TO APPLY 

 

Please follow the our application process is as follows:​

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1. Ensure you have read this Job Description in it's entirety.  We take precise effort to craft our job descriptions to give you a unique overview of the role

2. Send an email to careers@thestrategiesgroup.net.  The email must include the following:

   • Subject Line: Your name and the name of the role​

   • Email Body: Introduce yourself.  Give us a brief overview of your background, who you are, and what makes you special.  Be sure to include wha something in the job description that struck a chord with you.  (Bonus points if you send us a video introduction)

   • Attachments / Links: Either attach or provide a link to your resume.  Please don't send us a link to your general LinkedIn account.

3. If you are a fit, a member of our team will get in touch with you.​

 

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