POSITION SUMMARY:

The Administrative Assistant is responsible for day-to-day administrative tasks including managing and directing inbound phone calls, faxes, and mail. Greets all agency visitors and assists walk-in customers. Has the ability to defuse negative situations with professionalism and maturity. Supports account management team as needed.

PRINCIPAL ACCOUNTABILITIES:

• Communicates over the telephone and in-person in a courteous and pleasant manner, projecting confidence with a positive tone.
• Scan, index, and assign mail into agency management system.
• Assist account managers and producers with assigned projects and administrative tasks.
• Greets all agency visitors and assists walk-in customers as needed.
• Enter required data into agency management system supporting in the processing binders of insurance, preparing marketing materials, and other related tasks.
• Handles / defuses challenging situations with professionalism and judgment.
• Accepts insurance payments from insured and packages for agency personnel.
• Maintains fax queue by forwarding to proper personnel in a timely fashion.
• Manages agency’s voice mail system.
• Identifies trends and reports items to appropriate management.
• Maintain lobby area.

JOB REQUIREMENTS:

EDUCATION:

College Degree preferred, high school diploma with 4 years equivalent Customer Service experience accepted.

EXPERIENCE:

Minimum of one-year work experience in an office environment with customer contact.

SKILLS:

• Ability to communicate over the telephone using the English language in a clear, courteous manner with a positive tone.
• Familiar with window-based PC applications including Office 365
• Capable of analyzing information presented and making decisions based on company guidelines.
• Excellent verbal and written communication.
• Ability to multi-task.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Quincy, MA 02169