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Commercial Lines Assistant Account Manager / Administrative Assistant

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General Description: The Administrative Assistant performs administrative and office support activities to a department or managers below the executive level. Duties include fielding telephone calls, receiving and directing visitors, word processing, coordinating site visits, ordering office supplies, and record keeping.

Responsibilities:

  • Supports general business operations through the completion of administrative tasks such as preparation and editing of presentations, proposals and correspondence.
  • Answers office phone and directs calls appropriately.
  • Scanning duties may include certificates, account profiles, or mailings; scan P&C, Personal Lines and Employee Benefits material.
  • Maintains knowledge of personnel to coordinate direction of visitors, calls, and mail appropriately.
  • Coordinates incoming and outgoing mail distribution for assigned location; ensures that mail, faxes, and other communications are delivered timely and accurately.
  • Meet and greet clients and visitors.
  • Perform general clerical duties to include but not limited to photocopying, faxing, mailing, and filing.
  • Set up and coordinate meetings and conferences.
  • Support staff in assigned project based work.
  • May coordinate day-to-day facilities management issues; heating, ventilation, air conditioning, plumbing and safety problems to building maintenance; monitors facility cleaning activities and refers any problems to onsite supervisor or manager.
  • Ensures important office services information is communicated to staff and other appropriate internal and external contacts; ensures that communication channels are established and used so that important information is exchanged as needed.
  • Other duties as assigned.

 

Knowledge, Skills and Abilities:

  • Must have experience with administrative and office management. Insurance industry experience is preferred.
  • College degree preferred.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Knowledge of clerical and administrative procedures.
  • Knowledge of consumer service practices and principles.
  • Strong keyboard skills.
  • Good communication skills and professional personal presentation.
  • Organizing, planning, and customer service orientation
  • Detail oriented with the ability to organize effectively.
  • Should be honest, respectful, and trustworthy.
Job ID: 1855
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