Insurance Administrative Assistant Department:

Insurance Reports To:

Agency Operations Manager Supervises:

None Job Description:

The Insurance Administrative Assistant is responsible for providing support and assistance to all employees within the office including Producers and Account Managers. The Administrative Assistant will also perform basic office administration functions including but not limited to telephone support, greeting customers in the office and maintaining the office in a professional and presentable manner.

Primary Job Functions include:

• Opening and preparing office for daily work, including opening and distributing mail.
• Providing efficient and courteous customer service, in-person and on the phone.
• Providing telephone support by transferring to correct personnel, making staff aware of incoming calls and taking informative messages if personnel unavailable.
• Balancing cash drawer and preparing bank deposit, as well as posting deposits in the Agency Management System.
• Becoming familiar with and proficient in agency management system.
• Using and being familiar with Company websites and obtaining commission statements as necessary.
• Scanning and filing documents in a timely manner and keeping files up to date.
• Assisting Account Managers and Producers as needed with new business, policy changes and renewal policies, including ACA Enrollment processing.
• Referring clients to other LifeStore financial services using our referral system.
• Following and being familiar with Procedures Manual.
• Scheduling quarterly LifeLines meetings and preparing PowerPoints presentations.
• Submitting advertising invoices to carriers offering co-op reimbursement.

Minimum Qualifications:

• High School diploma or equivalent.
• Experience in an insurance office environment preferred.
• Strong verbal and written communication skills with attention to detail.
• Good interpersonal and public relations skills.
• Advanced knowledge of computer office programs.

Physical and Mental Requirements:

• Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. Vision, hearing, dexterity, and speech are required. Ability to read, analyze and interpret information related to position-related documentation and requirements. Other normal office-related physical demands may be necessary .
• Must have the ability to listen, reason, think, concentrate and interact with others.

The ability to exercise self-control and work under stressful conditions is necessary. Must have the ability to collect data and conduct research and solve position-related problems. Employees are expected to perform other duties as assigned and directed by management and adhere to all company and compliance policies and procedures. Job description and duties may be modified when deemed appropriate by management.

Job Type:

Full-time Pay:

From $19.00 per hour

Work Location:

In person