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Form of workSupports the lines of business at First Commonwealth Insurance Agency with various administrative tasks as directed. Primary responsibilities include entering policy information for new customers and updating data for existing customers into our Agency Management System. Establishes strong working relationships with management and insurance carriers to complete various tasks. Assists managers with policy renewals, pulling auto ID cards, MVR's, certificates of insurance and data entry. Coordinates the completion of sponsorships, donations, work requests, special assignments, etc. Maintains current knowledge of agency insurance products and their benefits. Identifies and suggests solutions to customers as opportunities are presented and refers customer to appropriate agency contact as needed. Completes supportive tasks including but not limited to: overseeing agency emails and faxes; processing mail; depositing checks; printing, binding and mailing documents; ordering supplies: reserving training rooms: ordering and coordinating meals; electronic filing: answering the phone, etc. This role requires the maintenance of files and records for each client.
Essential Job Responsibilities__________________________________
1. Supports all agency lines with various administrative tasks such as but not limited to: renewing policies; retrieving and mailing Auto ID Cards; pulling Certificates of Insurance and mailing to the appropriate contact; looking up MVR reports, etc.
2. Enters policy information for new customers and updates data for existing customers into our Agency Management System
3. Establishes relationships with account managers and insurance carriers to work to complete various tasks.
4. Assists all lines of business with data entry needs
5. Oversees Agency emails and faxes and routes to appropriate employees or organizations.
6. Completes sponsorship and donation requests and other special assignments as directed.
7. Processes inbound mail and routes to appropriate team members; works with Accounting to ensure checks received in the mail are deposited in a timely manner; prints, binds and mails documents employees need sent to clients.
8. Orders supplies for the office and individual employees; ensures items are mailed to the correct recipient as necessary.
9. Reserves training rooms, orders meals and coordinates delivery and set up.
10. Maintains current knowledge of agency insurance products and their benefits; identifies and suggests these products and services to customers as opportunities arise; refers customer to proper person and department as necessary.
11. Other duties as assigned.
Bona Fide Occupational Qualifications___________________________
1. A High School diploma or equivalent required.
2. Two (2) years related experience required.
3. Exceptional time management, multitasking skills and attention to detail are critical, as is the ability to meet deadlines while working in a fast paced environment.
4. Proficient reading, writing and grammar skills along with applicable knowledge of Microsoft Office software are required. Must have excellent written and verbal communication skills.
5. A valid driver's license with the ability to travel is required.
6. Experience with Applied Epic, Employee Navigator and Form Fire are a plus but not necessary.
7. Must be able to work onsite as needed.
