GENERAL DESCRIPTION OF POSITION
The Insurance Agency Administrative Assistant provides administrative support for the Insurance Agency office. This position assists with correspondence, telephone, scan and electronically file documents and data entry in the agency management system.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Work closely with Agency President, Director of Sales & Operations, Producers, Account Managers, Support Staff and Customers.
2. Assists Agency President, Director of Sales & Operations, Producers, Account Managers and Support Staff with letters, memos, copies, faxes, overnight mail, etc., as needed.
3. Assists Agency staff by processing changes and renewals in agency management system, performing rating and/or data entry, making calls to clients or company representatives,.
4. Review insurance renewal pricing and input possible re-quoting options.
5. Prepare correspondence and handle mailings as assigned. Compose letters with accuracy and correct grammar usage.
6. Process insurance premium payments and receipts for payment.
7. Answers incoming telephone calls by accepting or furnishing information and if possible finalizing the call.
8. Assists with attaching documentation in agency management system for Agency President, Director of Sales & Operations, Producers, Account Managers and Support Staff.
9. Completes required BSA/AML training and other compliance training, as assigned.
10. The ability to work in a constant state of alertness and in a safe manner.
11. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 0 to 6 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
High School diploma or equivalent and strong organizational skills.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
High School diploma or equivalent and strong organizational skills with six months experience in an office environment.
SOFTWARE SKILLS REQUIRED
Intermediate: Word Processing/Typing
Basic: 10-Key, Contact Management, Spreadsheet
WORKING CONDITIONS
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to sit, use hands to finger, handle, or feel; frequently required to stand, walk; and occasionally required to reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
ADDITIONAL INFORMATION
- Six months administrative experience in an office setting is preferred
- Must be organized and capable of meeting deadlines routinely
- Preferred excellent computer skills and proficient grammar
- Self-starter who works well under pressure
