Admin Assistant
We are looking for an enthusiastic, detail-oriented person to provide administrative support for our team of agents and to continue our tradition of friendly, professional service to our family of clients.
The ideal candidate will possess excellent customer service skills, as our relationship with our insureds is the hallmark of our agency, and ensure the efficient, smooth day-to-day operation of our office.
Responsibilities
- Assist clients by phone, email, and in person
- Daily uploads and downloads of policy changes, reviewing for accuracy
- Prepare spreadsheet reports from our client database for use by agents
- Scan and file documents to maintain the integrity of the agency’s digital filing system
- Organize and prioritize tasks while working on a deadline, often managing multiple demands simultaneously
- Daily reconciliation of premium escrow account and preparing bank deposits
- Manage our website and social media
- Act as the point of contact for internal and external clients
Skills
- Knowledge of office management systems and procedures. Previous experience with a Customer Relationship Management system preferred.
- Proficiency in Microsoft Office is a must, especially Excel, Word, and Outlook
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
Benefits
- Group health insurance (if full time), life insurance, retirement plan, and PTO
- Great co-workers in a friendly environment
- Opportunities for growth, including potential to become licensed in insurance sales
If you like helping people and keeping things run smoothly, we’d love to hear from you. Please submit your cover letter, salary requirements and resume to apply to join our team today!
Please submit your cover letter and resume to mary@broganinsurance.com.