Large, established firm in Camden County needs a strong Administrative Assistant!

Hybrid (3 days in office, 2 days remote)

Temp to Hire

$25. / hr

Principal Responsibilities :

Manage mail in Document Management System (WorkSmart)

Maintain Client files to company standards

Handle phone, mail and other administrative support for AE Team

Set up carrier / client meetings and manage calendars

Process all policies, manage policy log and checklist policies, as directed

Process Auto ID cards

Process Acord Applications

Invoicing / Billing, as directed

Prepare Proposal documents and manage Proposal uploads on Surface Pros

Handle / manage general client requests (property, vehicle, locations, etc.) Including documentation of schedule changes internally, to the insurance carrier and confirmation to client

Follow up on endorsement and other requests with carrier underwriters, as directed

Other Functions

Ability to plan schedule and organize workload to meet deadlines established by Supervisor

Maintain WorkSmart Document Management System Client files to company standards

Ensure accuracy of account data

Adheres to company policies, procedures and guidelines

Other duties, as assigned

Requirements

Bachelors degree preferred or equivalent work experience

Detail oriented with ability to multi-task in fast paced environment

Legal experience a plus!

Ability to work overtime / flexible hours if / when required

Excellent interpersonal, analytical, written and verbal communication skills

Proficient in Microsoft Word, Excel and PowerPoint

Knowledge of Document Management and Agency Management Systems preferred

Last updated : 2024-09-04