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Numa Management Associates, LLC is Hiring an Executive Secretary and Admin Asst. - RFQ202432 Near New York, NY
Open and review daily mail to determine the proper handling of the correspondence and then batch it accordingly.
Keep a daily list of all certified, priority, FedEx, UPS tracking information
Scan batches into the complaint system.
Mail complaint system correspondence daily. Using the Department’s licensing database, checks licensing status of Agents/Brokers.
Inputs Agent/Broker information into the Department’s workflow management system.
Reads and codes new investigations. Sets up investigation files in the Department’s workflow management system for handling by examiners.
Reads and codes new mail that has been scanned and entered into the Department’s workflow management system. Attaches appropriate documents to be sent out to companies for responses.
Daily reviews the email inbox for responses to banking complaints.
Upload the responses into the Department’s workflow management system and attach the files to the appropriate cases.
Correspond with insurance companies via email or phone.