Clerical Associate

Job Summary

Personal Risk Management Solutions is a boutique personal insurance brokerage focusing on the unique needs of successful individuals and families. We are seeking an Entry-Level Clerical Associate to join our dynamic team. This role supports senior team members and ensures high-quality customer service.

Job Specific Responsibilities and Duties

• Assist senior team members with administrative duties, including document preparation, proofreading, and data entry
• Maintain organized client filing systems electronically
• Handle incoming and outgoing mail, including email and packages
• Process billing and other service-related requests
• Obtain and create client documents from Insurance Company partners
• Provide customer support by responding to inquiries and resolving issues
• Maintain high levels of customer satisfaction through timely and accurate information provision

Qualifications

• Bachelor’s degree from four-year college or university, or one to two years related experience and/or training
• Previous administrative or customer service experience is a plus but not required
• A people person with a strong client service orientation and attention to detail
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational skills and ability to manage multiple tasks and priorities
• Adaptability to a changing environment
• Excellent written and verbal communication skills
• Professional demeanor with a customer-focused attitude
• Ability to work independently and in a team setting

New York pay range

$50,000 - $55,000 USD