Administrative Assistant

Position: Administrative Assistant

Department: Administration

Supervisor: Operations Manager

Status: Non-Exempt

Travel: No travel required

Summary

An Administrative Assistant (AA) is a member of the administration team. An AA’s primary focus is on clerical responsibilities within the Agency Management system and secondary duties include overall office management. An AA independently works on a variety of administrative duties, including but not limited to the following: submission set-up, electronic filing, and policy issuance.

Essential Duties And Responsibilities

• Provides administrative support and other related services as needed.
• Ensures accurate and timely servicing of accounts in accordance with Training Guidelines
• Assigned tasks are middle range in nature including but not limited to loss runs, initial renewal solicitations, and non-renewal notices.
• Enters, files and manages account information in the Agency Management system.
• Effectively handle any assigned accounting responsibilities including receipts, payables, and follow-ups
• Includes appropriate and explanatory email correspondence with retail brokers and carriers regarding accounting matters.
• Extracts and compiles data from various sources such as insurance applications
• Responsible for accurate coding of accounts in Agency Management system
• Provides administrative support for the entire office as needed.
• Answers and directs incoming calls.
• Reviews and prepares insurance policies for issuance.
• Provides cross-training and back-up support for processing items.
• Able to effectively train peers on some administrative tasks and provide cross-training and back-up support.
• Participates in projects / assignments as needed.