Clerical Assistant/ Back Office Assistant

Well established and growing insurance agency is looking for an Clerical Assistant/ Back Office Assistant. The Assistant should be a positive and energetic person that enjoys being part of a team, and ready to get their hands on all levels of tasks throughout the day in all departments including front desk if needed. The candidate must be detail oriented, enjoy performing data entry tasks accurately and adhering to deadlines; and have experience working in an insurance agency. Experience with Applied EPIC preferred.

Responsibilities include but not limited to:

· Performs various administrative support duties, such a reviewing incoming documents, entering information into computer management system; processing documents electronically.

· Reconciliation of entries into the accounting system(s) including direct billed & agency billed statements, broker statements and payables to assert the accuracy of transactions

· Invoice both direct billed and agency billed policies, endorsements, audits, etc

· Sorting, screening and processing incoming mail and phone calls.

· Answering inquiries and resolving routine administrative problems.

· Setting up new accounts and processing changes to existing accounts.

· Providing accurate and timely service to Brokers

· Handle requests for Loss Runs

· Endorsement processing

· Any related additional duties assigned by management

Required Skills/Abilities:

· Excellent verbal and written communication skills.

· Excellent interpersonal and customer service skills.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines.

· Ability to prioritize tasks and to delegate them when appropriate.

· Ability to function well in a high-paced and at times stressful environment.

· Proficient with Microsoft Office Suite or related software.

Knowledge of insurance terminology a plus

Job Type: Full-time

Pay: From $40,000.00 per year