Administrative Assistant

Job Title:         Administrative Assistant

Entity:             W.R. Hall Insurance Group

Effective Date: 10.01.2025

Department:    Support/Reception

Revised: 10.01.2025

Reports To:     Management

SUMMARY

The primary purpose of your job position is to be an Administrative Assistant which will service all aspects of our business with regards to greeting, engaging, servicing, and directing our customers. This position will always strive for Excellence in customer service and satisfaction. Effectively and professionally communicate with customers, team members, producers, and clients. The Administrative Assistant will be consumer oriented. You will be in constant contact with our customers, Account Managers, and our agents. This can be a full or part time position.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support and service a wide range of accounts, including mail processing, directing customers to the correct Account Manager or Agent, prepare policies, and other varying responsibilities as required.
• Maintain appropriate licenses and complete required continuing education.
• Liaison between clients and Account Managers/Agents.
• Keeping track of office supplies/ordering office supplies. 
• Mail, phone, fax, email inquiries.
• Proficient in all problem solving, integration software’s.
• Set priorities and manages workflows to ensure efficient, timely and accurate processing of

cancellations/reinstatements, mail and other responsibilities.

• Follows procedures of agency as outlined in Standard Operating Policy guidelines.
• Provides a positive attitude toward all co-workers, company representatives, clients, visitors and

management.

• This is not an exhaustive list of duties and/or responsibilities.

Expected Areas of Competence

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Able to read, write, speak and understand the English language.
• Ability to make independent decisions if/when necessary.
• Ability to deal tactfully with various personalities both internal and external.
• Ability to work under pressure
• Ability to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies and procedures, etc., that are necessary for providing excellent customer service, computer and data processing techniques.
• Able to understand and carry out oral instructions
• Ability to seek out new methods and principles and be willing to incorporate them into existing practices.
• Have working knowledge of computers, data entry, output, etc.

·        Must possess exceptional communication and interpersonal skills

·        Proficiency in Microsoft Word, Excel, Outlook, etc.

Education and/or Experience

·        High School Diploma

·        Previous data entry experience is a plus

·        Any experience with insurance software/programs is a plus

CORPORATE RESPONSIBILITY

Will comply with all aspects of W.R. Hall Insurance Group, LLC to include the immediate reporting of any known or suspected illegal or unethical behaviors or criminal conduct.