What are the responsibilities and job description for the Administrative Assistant - Commercial position at RCM&D?
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
Job Summary
The Administrative Assistant provides essential support to insurance teams by handling day-to- day administrative tasks that ensure smooth office operations. This role supports Risk Advisors, Client Managers and leadership by improving efficiency and client service. The AA ensures internal colleagues’ needs are met efficiently and accurately while maintaining compliance with industry regulations.
Essential Functions
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
Job Summary
The Administrative Assistant provides essential support to insurance teams by handling day-to- day administrative tasks that ensure smooth office operations. This role supports Risk Advisors, Client Managers and leadership by improving efficiency and client service. The AA ensures internal colleagues’ needs are met efficiently and accurately while maintaining compliance with industry regulations.
Essential Functions
- Provide a high level of service and support to both internal and external clients, effectively managing the expectations of colleagues and clients
- Prepare and ensure delivery of certificates of insurance, account summaries, FR19s, auto identification cards, batch and print hard copies of certificates and CoreLogic valuation reports
- Maintain electronic and paper files and records attributed to RCM&D, committees, Executive Board and vendors in accordance with agency policies and procedures
- Work within the agency’s management system, Applied Epic
- Comply with E&O Plus, legal, and regulatory requirements as applicable
- Create insurance claims guides; review and interpret insurance endorsements
- Manage correspondence, schedule meetings, maintain client records, prepare documents, and assist with data entry
- Assist in the preparation and/or review of reports and proposals
- Backup to receptionist which includes accurately identifying calls and directing to appropriate person; providing information about the agency and/or departments; welcomes and directs visitors
- Handle both incoming and outgoing mail and faxes (electronic and paper) appropriately
- Manage client certificate of insurance files
- Order and maintain supplies for Commercial Lines department
- Assist in special or one-time projects as assigned
- Additional job duties as assigned
- High school diploma or GED
- 3 to 5 years of administrative experience preferred
- Hold P&C license or obtain within 3 months of hire date.
- Maintain a client centric focus; is highly responsive to internal and external stakeholders’ needs and can manage/meet/exceed expectations.
- Proficient with Microsoft Office Suite
- Knowledge of office equipment (computer, binding equipment, telephone, fax machine, copier and calculator)
- Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
- Ability to learn third party computer programs/websites.
- Possess the following skills:
- Strong oral and written communication
- Organization and time management
- Strong attention to detail
- Demonstrate accountability, work well under pressure, and meet deadlines and deliverables.
- Projects confidence in interactions with colleagues and clients.
- Experience with Applied EPIC desired but not required
- 1 to 2 years of college experience is preferred.
- Ability to lift 5 to 25 pounds
- Ability to sit for long periods of time
- Walking, bending, sitting, reaching, and stretching in all directions
- Repetitive hand movement, such as keyboarding, writing, and operating calculator
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.