Role: Under general supervision and collaboration with other employees, performs clerical duties involving work of a routine nature to assist the Producer and Office Manager.
Essential Duties and Responsibilities:
? Answer telephone calls and transfer to appropriate party.
? Receive/greet clients or customers coming into establishment.
? Maintain customer waiting room area.
? Assists with maintaining all applications and forms (pre-packaged for immediate use) as directed
? Provides contracts, forms, marketing materials, and other documentation to clients
? Binding of materials -- single or multiple -- as needed.
? Enter new client information in database and keep it current, send out new client letter, and add client to birthday card program and newsletter list.
? Answer a variety of inquiries from clients about their accounts and send out appropriate paperwork when necessary or requested by client.
? Maintain and keep updated company phone list.
? Operate general office equipment.
? Other office or administrative duties as assigned.
? Cleaning the waiting area, kitchen, conference rooms and bathrooms.
? Completes special projects as needed individually and collaboratively (mass and targeted mailings, client events, etc.)
? Other duties may be assigned and cross training is expected.
Qualifications:
? High school diploma or equivalent. Some college course work desired.
? Minimum two years of general office experience/administrative experience. Preferably in the financial industry
? Minimum two years of customer service experience, preferable in a sales, insurance, or financial services
environment.
? Excellent customer service and phone skills.
? Professional communication skills both verbal and written.
? Computer literate to include intermediate knowledge of Microsoft Office.
? Must be organized and detail oriented.
? Able to work independently or as part of a team, prioritize, and multitask.
? Good at following and creating efficient processes.
? Able to be confident and comfortable building relationships in person or over the phone.
? Must be able to pass a background check including but not limited to fingerprinting and credit check.
Benefits:
? Based on experience and length of employment; include Health Insurance, 401K and vacation time.
Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
? Physical demands: While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, feel objects, and type on keyboard; reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision, depth perception, and the ability to adjust focus.
? Work environment: The noise level in the work environment is usually moderate, due to the current "open" nature of the office. Efforts should be made to minimize noise and conversation which may be distracting to other employees. post id: 4320140481
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