Administrative Assistant
We are looking for an enthusiastic, detail-oriented person to provide administrative support for our team of agents and to continue our tradition of friendly, professional service to our family of clients. The ideal candidate will possess excellent customer service skills, as our relationship with our insureds is the hallmark of our agency, and ensure the efficient, smooth day-to-day operation of our office.
Responsibilities
- Assist clients by phone, email, and in-person.
- Daily uploads and downloads of policy changes, reviewing for accuracy.
- Prepare spreadsheet reports from our client database for use by agents.
- Scan and file documents to maintain the integrity of the agency’s digital filing system.
- Organize and prioritize tasks while working on a deadline, often managing multiple demands simultaneously.
- Daily reconciliation of premium escrow account and preparing bank deposits.
- Manage our website and social media.
- Act as the point of contact for internal and external clients.
Skills & Qualifications
- Working knowledge of office management systems and procedures.
- Proficiency in Microsoft Outlook, Excel, Word, and Teams.
- Excellent written, verbal, and interpersonal communication skills.
- Strong attention to detail with the ability to identify and resolve issues accurately.
- Strong organizational skills and the ability to multitask and prioritize effectively.
- Experience working with a Customer Relationship Management system.
Benefits
- Group health insurance, disability, life insurance, retirement plan, and PTO.
- Great co-workers in a friendly environment.
- Opportunities for growth, including the potential to become licensed in insurance sales.
- Weekends off! Work hours: Monday-Friday, 8-5pm, with a one-hour lunch break each day.
If you enjoy helping people and keeping things running smoothly, we’d love to hear from you. Please submit your cover letter, salary requirements, and resume to apply to join our team today!
