U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com.

USRBP is hiring an Assistant to the Agency General Manager for our Partner Firm, SF&C, located in Owings Mills, MD.

Job Purpose

The Assistant to the Agency General Manager position supports the Agency and Agent sales process. This positions’ main responsibilities are to provide direct support to the Agency General Manager and Agents on a timely basis. Additionally, this position provides general departmental support as needed.

Essential Functions and Responsibilities

Agency Manager direct support:

• Organizes and reviews necessary weekly paperwork
• Supports Manager with carrier related issues
• Respond to Manager’s clients calls and emails as needed

Provides assistance to agents, including:

• Being available to assist agents needing immediate client information
• Marketing reports
• Status reports
• Copies of policy documents in Dex Dox (imaging system)
• Paperwork review/corrections

Other departmental support:

• Maintaining agent licensing files for current agents
• Assisting new agents licensing with insurance carriers
• Stocking brochures, applications, necessary forms, and fliers in the appropriate bins in the agent area
• Designing flyers for agent sales contests
• Distributing monthly carrier commission reports
• Printing and distributing monthly termination reports provided by Customer Service
• Tallying agent’s monthly production numbers
• Mailing retired agent’s commission checks
• Reporting monthly production numbers to Accounting (LBT, Transamerica CI)
• Assist with the setup of agent meetings

Qualifications

To perform this job satisfactorily, the individual must be able to perform each essential duty satisfactorily. The requirements contained in this job description are representative of the knowledge, skills and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and work experience

• 1-3 years in customer-facing environment, insurance industry preferred

Competencies

• Microsoft Excel and other Microsoft Office applications proficiency required
• Must be able to prioritize and effectively manage multiple priorities under deadlines without losing accuracy
• Excellent oral and written communications skill to effectively relay information to internal and external teammates, agents, clients
• Must be well-organized and detail-oriented while adhering to scheduled duties and deadlines.
• Team player with the ability to get along with others at all levels of the company, with good listening skills and professional behavior.
• Punctuality, reliability, and consideration for team, and how your role effects the group.