Administrative Assistant

Responsibilities

• Greet and direct in office visitors
• Answer and direct phone calls
• Cook conference rooms; assist in set-up and clean-up of conference rooms for management and/or client meetings including coordination, selection and ordering of food
• Assist with set up of seminars (on and off site) and day of tasks as needed
• Provide administrative support to the Manager and others as requested
• Requesting information from clients
• Create and update client information
• Update agency management system with policies, renewal dates, premium, activities, and documents
• Follow-up on signatures from clients when necessary
• Print and bind of client presentations as needed
• Pulling reports, policies, or information from carrier websites as needed
• Processing and download duties in the agency management system
• Provide office management duties to include but not limited to:
• Review of service contracts on equipment from vendors
• Maintain all office equipment to include copiers, shredders, postage machine, etc.
• Coordinate with vendors if issues occur
• Aid staff in training of equipment when needed
• Research, negotiate and price and purchase of office furniture and supplies
• Get and distribute mail on a daily basis
• Send checks to corporate office
• Order and maintain office supplies (paper, toner, kitchen supplies)
• Process incoming payments on carrier sites and in the agency management system
• Aid the accounting department with payment processing
• Other projects as assigned by management

Requirements

• Excellent verbal and written communication skills
• Good interpersonal and customer service skills
• Exceptional organization skills
• Must be a team player
• Able to work independently
• Able to manage multiple priorities

Qualifications

• Must have a high school diploma or equivalent
• Experience in a similar role is preferred

Skills

• Proficient in Microsoft Office Suite
• Knowledge of insurance industry terminology and processes
• Strong problem-solving and decision-making skills

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs

Pay

The typical base pay range for this role nationwide is $22 to $24 per hour. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Schedule

Flexible schedule to accommodate the needs of the role and the business.

Company

OneDigital is an equal opportunity employer. We believe in hiring the most qualified applicant for the position, regardless of background. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience.