Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Summary
Takes care of front desk and maintains all incoming and outgoing mail. Assists Personal Lines CSR with Personal Lines customer service
Essential Duties and Functions: include the following. Other duties may be assigned.
• Answer phones – direct calls/take messages/voice mail.
• Greet and assist/direct customers.
• Open/sort/date-stamp incoming mail – scan mail to appropriate account managers and accounting
• Do labels for outgoing mail
• Prepare all mail for Pickup
• Type letters if needed.
• Filing as time permits - Image Right
• Keep printers, copiers filled with paper/toner.
• FedEx/overnight items.
• Scan and attach for all Departments as needed.
• Supplies – supply order (Accounting Leader okay’s order).
• Deposit – Scan copies of all incoming checks. Mail Checks to BOA Lockbox. Prepare Deposit Logs and provide documentation to Accounting Leader/Assistant.
• Building Maintenance/Contact Landlord, call service techs.
• Perform other specific duties & projects as assigned by the PCL/Accounting Leader or other Team Leaders.
Personal Lines/Commercial Lines Assistant
• Monthly Questionnaires
• Mail Certificates/policies as needed
• Agency Bill Testing
• Daily Download
Competencies
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 1 – 3 years’ experience in a similar position
• Insurance License
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Location: Pryor, OK
Posted: Sept. 8, 2024, 7:34 a.m.
Apply Now Company Website