Administrative Support Specialist ensuring smooth agency operations at Dreher Insurance. Handling client communications, data entry, and administrative tasks in a hybrid work environment.
Responsibilities
Answer and route incoming phone calls to the appropriate personnel
Provide basic assistance to clients via phone, email, or in person (no coverage advisement)
Track and distribute requests, set up prospect/client files and enter data into the Agency Management System (AMS)
Prepare and organize documents and correspondence for agent review, ensuring accuracy
Verify, enter and update client information and policy details in the Agency Management System
Distribute Agency emails and carrier notices to appropriate recipients
Assist with processing certificates of insurance and policy endorsements after approval from a licensed agent
Enter quote details into rating platforms as directed
Work closely with agency producers, account managers and virtual assistants to support daily workflow
Participate in general administrative tasks and assist with agency projects as needed
Requirements
Experience working in an administrative or customer service role (preferred)
High School Diploma/GED (required)
Experience in the insurance industry or corporate office setting (preferred)
Strong organizational skills and the ability to manage multiple tasks efficiently
Excellent written and verbal communication skills (both oral and written)
High attention to detail and accuracy in data entry and document review
Ability to work effectively in a fast-paced environment
Strong problem-solving skills with a persistent approach to resolving issues
High proficiency with Microsoft Office Suite, Google Suite and other administrative software tools
Ability to maintain confidentiality and demonstrate sound professional judgment
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
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