Administrative Assistant

• Managing the daily office operations and performing general office administrative, clerical, and operational

tasks

• Executive assistant to the owner

• Assisting & supporting the Adjusters, Sales Team with daily activities to include clerical, administrative and

operational tasks, scheduling, communications, research, follow-up, etc. Facilitate internal communication,

acting as the go-between for different departments.

• Assist in the initial review and documentation of new insurance claims.

• Coordinate with public adjusters, claimants, contractors, etc., to gather necessary documentation and evidence

for claims.

• Create Client contract documents, send for e-signatures, set up client/claim profile in Claim Wizard and

Company Cam.

• Organize and maintain both digital and physical files related to claims and corporate activities in ClaimWizard.

• Ensure data accuracy and compliance with industry regulations and maintain records of public adjuster licensing

and bonds.

• Daily use of Microsoft 365 products, Claim Wizard, Company Cam, Signow.com, Adobe Acrobat, Chrome

Internet Browser

• Receive and organize, scan, upload documents and photos for claim files.

• Research, gather, organize, and create reports.

• Bookkeeping - Maintain a record of financial transactions for claim payments, disbursements, expenses, and

settlements inside Claim Wizard

• Follow up with multiple emails and voicemails. Open and sort mail

• Scheduling and coordinating between multiple parties

• Maintain filing systems, workflows, and office operations

• Answer phones with a smile and represent FCCC at all times with professionalism and poise.

• Act as liaison for communication between clients, insurance companies, vendors, and FCCC

employees/contractors. Provide regular updates to clients as needed

• Receptionist duties by meeting and greeting clients and visitors at the office

• Maintain office including office equipment and office supply procurement

• Light errands like to the bank or to meet a client to pick up or deliver documents and/or checks

• Business Acumen - Knowledge, insight, and understanding of general business concepts, tools, and processes

that are needed for making sound decisions in the context of the company's business.

• Excellent communication and customer service skills, both over the phone and written

• Organized, detailed, process oriented, solution-based critical thinking skills

• Self-motivated and proactive

• Document management: filing, scanning, uploading, and reviewing documents

• Excellent Project Management skills

• Ability to conduct research for special projects, respond timely inquiries, and present written/ oral briefings

• Ability to work with details and time-sensitive issues

• Good decision-making skills and response to high-pressure situations

• Willing and able to learn new processes and workflows

• Able to effectively work independently and in team environment

• Above average Multitasking capabilities: Managing Multiple Priorities - Ability to manage multiple concurrent

objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

• Firm grasp of basic mathematical skills

• Ability to accurately type 40 words per minute