What are the responsibilities and job description for the Administrative Assistant position at Greylock Insurance Agency?
Position Title: Administrative Assistant Department: Greylock Insurance
Agency Work Arrangement: In-office We are guided by our IDEA
principles - Inclusion, Diversity, Equity, and Accessibility - to
support a workforce that reflects our community. Our principles support
Greylock\'s mission and our goals of building a diverse workforce -
reflecting multiple identities - and supporting the diverse communities
we serve. We strive to ensure that the spaces in which we work and
community members we engage are inclusive. To be employed by Greylock
Federal Credit Union employees must reside in one of the following
states: Massachusetts, New York, Vermont, or Connecticut. Review of the
candidate pool for each opportunity with Greylock Federal Credit Union
will begin on the fourteenth day of posting. Under the direction of the
Assistant Vice President, Personal Lines Manager, performs a wide
variety of administrative functions to aid and support to the Greylock
Insurance Agency, employees and customers in conformance with
established Credit Union policies and procedures. Key Job
Requirements: - Performs any functions, within scope of authority and
expertise to provide the highest level of service and responsiveness to
the customers served by the Insurance Agency while performing all duties
in accordance with prescribed regulatory compliance guidelines and
Credit Union policies and procedures. - Maintains and controls certain
confidential records of the insurance agency, including organizational
charts, succession plans, and staff lists. Prepares materials and
maintains records for sales and processor meetings. - Provides
administrative support to the SVP and AVP of Personal Lines including,
but not limited to assisting with documents, record-keeping, material
distribution, receiving and placing telephone calls, screening and
resolving inquiries, scheduling coverage and training, making travel
arrangements, communicating and preparing materials for training, events
and other meetings. Facilitates communication. - Provides professional
and proficient service in greeting visitors, answering phone, and
directing or assisting with in-person or electronic inquiries, directing
employees, vendors and visitors to appropriate staff and/or departments.
Takes initiative and acts independently regarding employee communication
issues, meeting planning and assigning staff for participation in any
function. Drafts responses to employees, applicants and vendors as
needed. - Provides administrative support for record keeping, agency
incentive, registration forms, scheduling and reimbursement of all
licensing, continuing education credits and designation for agency
staff. Related Responsibilities: - Promotes the Credit Union and
Insurance Agency wherever and whenever possible. Encouraged to actively
represent the Credit Union and Insurance Agency in local civic,
community and professional organizations. - Assist Processing and
Systems Manager and VP of Commercial Lines as needed. - Assists with
mailings such as renewal postcards and prospecting letters. The above is
a description of the ordinary duties of the position. It should be
expected that from time-to-time other duties, both related and unrelated
to the above, may be assigned and, therefore, required. Position
Requirements: - Associate\'s degree or its equivalent in administrative
coursework, training or work experience. - Two-plus years in a related
position. - Proven to maintain high standards of performance, integrity
and confidentiality. - Excellent customer service, communication,
problem-solving and organizational skills. - Proven ability to compose
grammatically correct correspondence. - Ability to use various types of
office equipment, including mastery of personal computer, including high
proficiency in use of Word, Outlook, PowerPoint and Excel software.
Agency Work Arrangement: In-office We are guided by our IDEA
principles - Inclusion, Diversity, Equity, and Accessibility - to
support a workforce that reflects our community. Our principles support
Greylock\'s mission and our goals of building a diverse workforce -
reflecting multiple identities - and supporting the diverse communities
we serve. We strive to ensure that the spaces in which we work and
community members we engage are inclusive. To be employed by Greylock
Federal Credit Union employees must reside in one of the following
states: Massachusetts, New York, Vermont, or Connecticut. Review of the
candidate pool for each opportunity with Greylock Federal Credit Union
will begin on the fourteenth day of posting. Under the direction of the
Assistant Vice President, Personal Lines Manager, performs a wide
variety of administrative functions to aid and support to the Greylock
Insurance Agency, employees and customers in conformance with
established Credit Union policies and procedures. Key Job
Requirements: - Performs any functions, within scope of authority and
expertise to provide the highest level of service and responsiveness to
the customers served by the Insurance Agency while performing all duties
in accordance with prescribed regulatory compliance guidelines and
Credit Union policies and procedures. - Maintains and controls certain
confidential records of the insurance agency, including organizational
charts, succession plans, and staff lists. Prepares materials and
maintains records for sales and processor meetings. - Provides
administrative support to the SVP and AVP of Personal Lines including,
but not limited to assisting with documents, record-keeping, material
distribution, receiving and placing telephone calls, screening and
resolving inquiries, scheduling coverage and training, making travel
arrangements, communicating and preparing materials for training, events
and other meetings. Facilitates communication. - Provides professional
and proficient service in greeting visitors, answering phone, and
directing or assisting with in-person or electronic inquiries, directing
employees, vendors and visitors to appropriate staff and/or departments.
Takes initiative and acts independently regarding employee communication
issues, meeting planning and assigning staff for participation in any
function. Drafts responses to employees, applicants and vendors as
needed. - Provides administrative support for record keeping, agency
incentive, registration forms, scheduling and reimbursement of all
licensing, continuing education credits and designation for agency
staff. Related Responsibilities: - Promotes the Credit Union and
Insurance Agency wherever and whenever possible. Encouraged to actively
represent the Credit Union and Insurance Agency in local civic,
community and professional organizations. - Assist Processing and
Systems Manager and VP of Commercial Lines as needed. - Assists with
mailings such as renewal postcards and prospecting letters. The above is
a description of the ordinary duties of the position. It should be
expected that from time-to-time other duties, both related and unrelated
to the above, may be assigned and, therefore, required. Position
Requirements: - Associate\'s degree or its equivalent in administrative
coursework, training or work experience. - Two-plus years in a related
position. - Proven to maintain high standards of performance, integrity
and confidentiality. - Excellent customer service, communication,
problem-solving and organizational skills. - Proven ability to compose
grammatically correct correspondence. - Ability to use various types of
office equipment, including mastery of personal computer, including high
proficiency in use of Word, Outlook, PowerPoint and Excel software.