What are the responsibilities and job description for the Assistant position at Lax and Co.?
OFFICE ASSISTANT
Job Type: Full-Time
M-F 9a-5pWork Location: One Location
Responsibilities
- Provide a broad range of skillful administrative and clerical duties to support all agency producers for all lines of coverage
- Competently prepare documents, policy information and file for additional handling or distribution
- Schedule client appointments and inform clients of all required documentation
- Organize and prioritize large volumes of information, emails, and calls
- Review, evaluate and categorize incoming documents by verifying information for accuracy and completeness
- Provide a professional level of customer service to clients, insurance providers, and other agency partners - responding effectively and promptly to all inquiries
- Process outgoing insurance applications & incoming carrier renewals, ensuring completeness, within 24 hours of receiving in agency
- Monitor insurance applications daily and throughout the underwriting process to ensure a smooth application process
- Maintain and organize client records and files in accordance with firm compliance
- Serve in the front desk position as needed and directed
- Provide direct support to executive team
- Attend, participate and be present in staff meetings
- Sorting and sending mail
- Answering & routing phone calls
- Other duties as assigned
Requirements
- Associates Degree Preferred
- High School Diploma or GED considered based on experience
- Data Entry: 1 year (required)
- Administrative: 1 year (required)
Ideal Candidate
- Dependable
- Adaptable/flexible - able to work with frequent shifts in direction
- Detail-oriented