AssuredPartners

Administrative Assistant

Job ID
2021-8245
# of Openings
1
Category
Administrative
Office Location
5601 Granite Parkway
Location : Location
US-TX-Plano

Overview

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

Summary:

Provide administrative support to a producer and to the office, through managing email, answering phones, and processing mail. 

 

Responsibilities

Essential Duties and Responsibilities:

    • Provides support to producer (sales person) by managing email and phone, scheduling meetings, notifying producer of upcoming renewals, and providing other producer assistance as requested

     

    • Answers, announces, transfers and directs callers using Ring-Central phone system and Agency Management System if and as needed for the office

     

    • Processes daily bank deposits through electronic scanner

     

    • Processes daily shipping via on-line system, mail meter, and/or other delivery method.

     

    • Opens, routes, and delivers incoming mail, answers correspondence, scans mail, and prepares outgoing mail.

     

    • Composes and drafts routing correspondence and emails.

     

    • Performs routing copy and bind projects.

     

    • Prepares meeting rooms, stocks office supplies, and/or runs company errands as needed.

     

    • Coordinates orders, plans events for internal and external venues.  

     

    • Assists with business travel arrangements

     

    • Works with departmental heads and CEO for special assignments and projects.

     

    • Other duties may be assigned.

Qualifications

Minimum Qualifications, Education and/or Experience:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  • Two (2) year Associates Degree; or three (3) to five (5) years of related experience and/or training; or equivalent combination of education and experience preferred.
  • LANGUAGE SKILLS:

    Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.

     

    PHONE SKILLS:

    To perform this job successfully, an individual should be able to speak, read, write, listen and communicate in a pleasant and professional demeanor.  Ability to sense, interpret, evaluate, and ask questions to effectively transfer the caller to the appropriate person, is required.

     

    COMPUTER SKILLS:

    To perform this job successfully, an individual should have a working knowledge of word processing, spreadsheet presentation and Internet software.

      

    REASONING ABILITY:

    Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

      

    WORK ENVIRONMENT:

    The noise level in the work environment is usually that of a typical office.  

     

    PHYSICAL DEMANDS:

    While performing the duties of this job, the employee is occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms and stoop, kneel, crouch or crawl.  The employee must infrequently lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision and ability to adjust focus.  

     

    MATHEMATICAL SKILLS:

    Ability to add, subtract, multiply, and divide

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