Address
Form of workEssential Functions and Responsibilities:
Clerical Support
Responsibility or Duty:
Quality Assurance
Responsibility or Duty:
- Assist internal clients with clerical support.
- Provide administrative support to all departments of the agency.
- Assist with formation and distribution of client communications.
Clerical Support
Responsibility or Duty:
- Create client binders (hard copy and electronic) for new and renewal Property & Casualty commercial and personal policies.
- Create client binders (hard copy and electronic) for Employee Benefits client meetings.
- Assist in creating employee benefits booklets and brochures.
- Assist Employee Benefits with small group online quoting.
- Assist in creating and assembling presentation materials for employer and employee presentations.
- Assist in preparing custom spreadsheets or data illustrations.
- Assist with preparation and organization of meeting materials including agendas, handouts, overheads, etc.
- Assist with creating and updating EPIC form letters and proposal documents/setups.
- Assist with creating data files utilizing EPIC reports.
- Process mass mailing projects.
- Utilize software effectively and efficiently.
- Provide back-up support for the Receptionist during planned and/or unplanned PTO or schedule conflicts.
- Assist with creating, assembling and copying projects as needed.
- Enter activities in EPIC per projects completed.
- Use Adobe Pro to update, create or convert various document types.
- Distribute Epic reports to internal clients.
- Pull client reports from carrier websites.
- Distribute reports to external clients.
- Data entry.
- Distribute newsletters to Clients.
- Train new admin hires in admin-specific tasks.
Quality Assurance
Responsibility or Duty:
- Organize and prioritize workflow based on job request forms received.
- Comply with EPIC procedures as it relates to correspondence, documents, and data entry.
- Participate in meetings and assist in the development of new procedures and updates of existing procedures to help streamline workflow.
- Knowledge of and compliance with agency policies, standards, and procedures.
- Maintain professional skills through professional development and training opportunities,
understanding of automation, and professional clerical and communication skills.
