- Receive phone calls, and direct them to the correct representative
- Greet guests
- Prepare binders and proposal booklets for Account Assistants and Managers
- Prepare tabs for binders and proposal booklets
- Keep track of all office and kitchen supplies, and reorder when necessary
- Receive and distribute faxes
- Stamp and send out mail
- Open and distribute mail
- Print, create a cover letter for, and mail invoices
- Run MVRs
- Fold and mail COIs
- Special projects as requested by all employees
- Organize Auto ID cards and mail out
- Help organize breakfasts/ luncheons for client meetings
- Organize and order for company meals, vendors and client
- Assigns incoming policies to customers for Accounting Transactions.
- Documents and tracks all commercial policies' "Notice of Cancellations".
- Manages daily deposits and applies money to customers.
- Applies and reconciles commission income to Life & Health policies.
- Pulls Aged Account Receivable report every two weeks to notify agents, as well as the COO and Office Manager
- Bills all commercial Captive policies and tracks payment on FET Spreadsheet.
- Creates and sends Quarterly Captive FET report.
- Renewing policies – checking and updating info in AMS - if we have the insured copy mail it out.
- Deposit incoming checks daily
- Direct Billings for Commercial Lines department
- Bachelor's Degree preferred.
- Administrative experience required.
- Proficient with MS Office including Excel, Word and PowerPoint.
- Team-oriented with ability to lead when necessary and take direction well.
- Good written and oral communication skills.
- Confidence in business and social settings.
- Organized, efficient, and detail oriented.
- Ability to multi-task and delegate or handle responsibilities with minimal supervision.
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Executive Assistant/Receptionist - Delaware County, United States - Juno Search Partners - Open Positions
Description
Job Description
Job DescriptionOur client, an insurance firm in Delaware County, is seeking an Executive Assistant/Receptionist to join their growing teamWe are seeking a high-energy & very motivated individual to join a dynamic work environment and who will assist in the relentless pursuit of the company's growth.
This role is onsite 5 days/week.
Duties include, but are not limited to: