Administrative Assistant Jobs

A small family-owned office is looking to grow their team. This is a great opportunity for someone who is looking for growth and potential to become an affiliate insurance agent in the future.
:
As an Administrative Assistant, you will play a vital role as the face of our company, providing exceptional customer service to all our clients. Your primary responsibilities will include:
* Sending correspondence to new and current clients, ensuring all necessary documentation is provided.
* Answering phone calls in a polite and courteous manner, addressing client inquiries promptly.
* Managing the calendar for agents and confirming upcoming appointments for our lead agent.
* Contacting clients with lapsed policies to provide courtesy reminders for payment.
* Assisting in setting up annual reviews for current clients.
* Aiding clients with payment processing and, once licensed, making minor policy changes.
* Communicating with clients regarding returned drafts or missing forms requiring signatures.
* Assisting clients with claims inquiries and providing necessary support.
* Revising old client quotes to secure new business opportunities.
* Gathering important information from potential clients requesting quotes when agents are unavailable.
* Updating the database with corrected addresses obtained from returned mail.
Skills and Experience
* Strong customer service skills: Ability to provide superior service and address client inquiries effectively.
* Excellent communication skills: Proficient in written and verbal communication to interact with clients and team members.
* Attention to detail: Meticulous in managing documentation, updating databases, and ensuring accurate information.
* Organizational skills: Capable of managing calendars, scheduling appointments, and coordinating tasks efficiently.
* Multitasking abilities: Skilled in handling multiple responsibilities and prioritizing tasks to meet deadlines.
* Problem-solving skills: Ability to analyze and resolve client issues or concerns promptly and effectively.
* Basic insurance knowledge: Familiarity with insurance policies, terms, and procedures is beneficial (not a requirement, as training will be provided).
* Proficient computer skills: Competent in using software applications for data entry, document management, and email correspondence.
* Adaptability: Willingness to learn and adapt to changes in procedures or systems.
* Professionalism: Demonstrates a high level of professionalism, maintaining confidentiality and displaying a positive attitude.
Position Purpose:
Maintaining a high retention rate of current clients is crucial in the insurance industry, and providing superior customer service is key to achieving this. As our Administrative Assistant, your primary objective will be to ensure our clients' satisfaction by effectively managing their communication details and addressing their needs promptly. By keeping our current clients happy, you will contribute to the overall success of our team and help us achieve our growth goals.