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Personal Lines - Administrative Assistant

Posted: 09/04/2024
Insurance

ADMINISTRATIVE ASSISTANT
The Administrative Assistant (General) provides a wide ranging service and support to the organization in various capacities, including but not limited to data entry, interacting with carriers and vendors, and working closely with all members of their respective division. As a representative of the organization, the Administrative Assistant (General) aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.
Essential Duties & Responsibilities
ESSENTIAL DUTIES & RESPONSIBILITIES
Utilize and record information in agency management system and other database system as needed.
  • Perform general office duties such as organizing and maintaining filing systems, scanning, copying, printing, typing documents, or answering phone calls, etc.
  • Coordinate events as necessary.
  • Create documents and run reports for internal, and client vendor use.
  • Provide additional administrative support to the respected division as requested or needed.
  • Demonstrates regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.
Education, Requirements, Qualifications & Skills
EDUCATION, REQUIREMENTS, QUALIFICATIONS & SKILLS
  • High school diploma or equivalent required.
  • Prior customer service experience preferred, but not required.
  • Obtain and maintain appropriate licenses, certifications or credentials necessary and applicable to their specific role.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Exceptional oral and written communication skills.
  • Strong organizational and interpersonal skills.
  • Ability to understand and adhere to all requirements related to information security, privacy, and confidentiality at all times.
Physical Requirements
PHYSICAL REQUIREMENTS
  • Must be physically able to work a minimum of 40 hours per week in the office.
  • Must be able to sit for a long period of time, which may include extensive use of personal computers and associated software.
  • Must possess to ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, kneel and ascend or descend stairs.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations on a daily basis.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel accompanied in diverse weather conditions.

Personal Lines - Administrative Assis...
LD&B Insurance and Financial Services

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