Administrative / Marketing Assistant and Bookkeeper

Job Description

The Uhl Agency, an independent insurance agency in the Centerville/Washington Township area, is looking for an individual who has strong attention to detail, the ability to multi-task, and the drive to grow with us. The position will have administrative assistant/bookkeeping duties and will also assist our business and personal insurance departments with insurance-related duties.

The ideal candidate will:

• Be a team player who possesses strong client service skills
• Have a professional demeanor
• Possess sound computer proficiency, problem solving ability, and the capacity to learn quickly

Once the new hire has completed an introductory/training period (which could be 6 months or more depending on previous experience), they will be eligible to work from home up to 50% of the time.

We offer a competitive salary that will be commensurate with the skills and experience needed to succeed in the position.

Paid Time Off (PTO)

Work from Home

Health Insurance

Disability Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Duties will include, but are not limited to:

• Perform various bookkeeping duties, including recording payments in our agency management system, completing bank deposits, and issuing payments to insurance companies and vendors
• Perform various administrative duties, including distributing mail, ordering office supplies, and greeting agency visitors upon arrival to the office
• Answer and appropriately direct incoming phone calls and emails
• Assist the sales and account management team with back-office tasks such as the creation of insurance proposals, monitoring automated marketing communications, etc.

• A high school diploma
• Five years experience in bookkeeping
• Personal computer skills and proficiency with Microsoft Office
• Strong customer service and phone etiquette skills
• Ability to multi-task