Under direct supervision, performs general administrative tasks usually for an assistant vice president or a non-officer manager. Types reports and correspondence and performs other clerical duties or tasks as required. Provides internal clerical support to the various insurance groups with the company.
Essential Functions
- Provides general word processing support to the unit.
- Prepares reports and correspondence by transcribing notes and taking dictation.
- Maintains correspondence and data files.
- May perform clerical tasks, i.e., filing as needed
- Answers routine inquiries.
- Makes copies of correspondence or other printed materials.
- Prepares outgoing mail and correspondence, including e-mail and faxes.
- May order and maintain supplies, and arrange for equipment maintenance.
- Complies with Client professional standards to ensure quality service to all clients.
- Other duties as assigned or required.
- Assists insurance qualified teams by performing miscellaneous clerical functions including but not limited to photocopying, faxing, scanning, word processing and filing.
- Sends out and keeps record of routine correspondence
- Handles routine inquires and transactions concerning policies and invoices.
- May prepare and issue invoices. Identifies and resolves problems.
- Maintains frequent contact and correspondence with the other company offices.
- Maintains the renewal control files and/or billing.
- May handle the mail service and file system setup/maintenance.
Scope
Miscellaneous
1 year experience or recent post-secondary school graduate or equivalent work experience. Demonstrates proficiency in the use of email, word processing and spreadsheet software, preferably MS Office applications. Ability to follow instructions and complete tasks within assigned time frames and with acceptable levels of accuracy.
Disclaimer
This job summary has been designed to indicate the general nature and level of work performed by colleagues within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of colleagues assigned to this job.