Overview

The Agency Administrative Assistant manages a variety of general office activities by performing duties and providing support to various teams for agencies and regions. In this role, you will be assisting the agency's VP of Operations and Agency CFO with daily tasks. This is a great opportunity to put forth your operations and accounting skills to assist our department leaders! 

The Ideal Candidate

• If you are a team player who enjoys every day being different and a variety of tasks, this is a great role for you.
• You are adaptable and can work up, down and across at a company.
• Communication and organizational support skills are two of your greatest strengths.

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Manage Insurance carriers’ downloads.
• Manage AP Electronic Signature application and DocuSign.
• Provide training to regional users.
• Create and provide usage activity reports for Accounting.
• Manage monthly Dynamic CRM data entry and provide reports for as requested.
• Manage bank deposits and posting to internal systems.
• Manage rentention of monthly deposit documents.
• Review daily banking transactions
• Review & post direct bill incoming commissions.
• Manage Accounts Payable/vendor payments.
• Assist with month end closing.
• AMS & Company website(s) user admin as needed.
• Collaborate with agency VP of Operations.
• Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

• Associate's degree and 2 years related experience and/or training; or equivalent combination of education and experience. 
• Comfortbale with posting transactions 
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations and effectively present and answer questions.
• Tech savvy; ability to navigate multiple systems including Microsoft Office Suite and Contract Management Systems.
• Strong organization and communication skills.
• Diligence and attention to detail.

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the