Office Manager

This position is an administrative assistance / office manager for an independent insurance agency.

Essential Job Functions:

• Performs general secretarial tasks including, but not limited to, typing, maintaining records, logs and databases; scanning documents, managing electronic files, distributing mail, etc.
• Answers telephone communications, forwards to appropriate individuals and / or records messages
• Communicates in a positive and effective manner with staff, customers and other 3rd parties
• Other duties as assigned

Examples of Work:

• Greets onsite visitors and responds to general customer inquiries
• Sorts and distributes mail to the appropriate individual
• Answers the telephone, assists customers, forwards to the appropriate individual, and documents written and oral messages
• Compiles and maintains data, customer / insurance policy records within agency's management system
• Runs daily, weekly and monthly reports
• Sets up action items / tasks for appropriate individuals
• Processes, distributes and stores certificates of insurance
• Provides customer outreach for payment and documentation assistance / reminders
• Operates computer and other office equipment
• Inventories, receives, and issues supplies
  

Minimum Qualifications:

Experience:

One year of general office experience. Must be able to type at a productive rate of speed.

Education:

• High school diploma or equivalent.
• Graduation from an accredited university or college with a minimum of an Associate's Degree preferred.

Required Knowledge, Skills and Abilities:

• Completion of paid insurance licensing course followed by obtaining MD property & casualty insurance license within first 60 days (if not already licensed)
• Experience with web-based and Apple applications
• Knowledge and skill in all aspects of word processing, PDF, and spreadsheet programs
• Ability to type and prepare correspondence
• Must be highly detail-oriented and organized
• Ability to maintain efficient office procedures and a system for keeping track of requested actions and reports
• Ability to maintain confidentiality
• Ability to perform general clerical duties
• Knowledge of business English, spelling, punctuation and grammar, and office procedures
• Ability to be able to monitor and meet deadlines
• Ability to communicate clearly and concisely, both orally and in writing, with colleagues, customers, insurance companies and 3rd parties
• Ability to coordinate daily activities or schedule
• Ability to be flexible and adaptable in a variety of situations and remain calm under trying circumstances
• Ability to work with frequent interruptions and perform multiple tasks simultaneously

Other Desirable Qualifications:

• Active property & casualty insurance license in the state of MD
• Experience with SalesForce Level One Personnel is an equal opportunity and affirmative action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law....Visit the Employer site for more details