Administrative Assistant - Hybrid Brookfield, WI

Position Summary

The Administrative Assistant position is responsible for supporting the underwriting department.

Essential Functions

• Reports on Workers Compensation Unit Stats to the State of WI
• Workers Compensation policy reporting to WCRB
• Issues Certificate of Insurance for various policyholders and maintains program schedules
• Reviews spreadsheets and requests renewal information as needed
• Policy Issuance, endorsements and various reporting functions
• Review of proposals and policies for account managers
• Affixing assistance with and preparing various reports and templates
• Maintains appropriate electronic copies of all files and correspondence related to the coverages for multiple programs, per the necessary record retention period
• Prepares and maintains client information and reports as needed within the Underwriting System (Origami)
• Performs other duties as assigned by your Supervisor.

Knowledge, Skills and Abilities Required

• Proficient in entire Microsoft Office suite, including mid to advanced level Excel working knowledge
• Customer service orientation
• High degree of accuracy
• Time Management skills and ability to prioritize job tasks to meet deadlines
• Strong Organizational skills
• Ability and willingness to work with other team members to assist with projects as needed
• Exhibits strong attention to detail and understand its importance to the business
• Ability to adapt to changing technologies and learn functionality of new equipment and systems
• Flexibility and willingness to adapt to changes within the various workflow processes of the dept.
• Ability to establish and maintain effective working relationships with others

Qualifications

• High School Education
• 1-3 years of administrative experience, commercial insurance experience a plus

Benefits

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, disability, life insurance and 401(K) with match.

Pay

Commensurate with experience

Schedule

Hybrid role requiring in-office presence on select days.

Benefits

Medical, dental, vision, disability, life insurance and 401(K) with match.