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Personal Lines Administrative Assistant

2 months ago

Honey Brook, United States Seltzer Group Partners LLC Full time
Job DescriptionJob Description

About Us

Founded in 1948, Seltzer Group Partners offers businesses and people the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues.

Personal Lines Administrative Assistant

Position Summary:

A Personal Lines Administrative Assistant role will provide administrative support to several aspects of Personal Insurance accounts while adhering to agency procedures and standards.

Responsibilities:

  • Provide administrative assistance to the Personal Lines department
  • Signed into the Operator workgroup as needed
  • Receive and return calls in a timely, courteous manner, providing customer service effectively and efficiently
  • All customer responses should be prompt, accurate, professional, and courteous
  • Sort daily incoming mail and prepare outgoing mail
  • Monitor and disperse correspondence from company underwriters, incoming agency faxes, voicemails, and customers’ requests from various agency mailboxes
  • Assist customers with billing inquiries, payments, proof of insurance, mortgagee changes, etc.
  • Correspond with the insured and companies to obtain information or inform them of their account status or changes
  • Enter data into computer for use in managing the account
  • Update our agency management system with manual renewals
  • Document and follow-up on all cancellation non-payment notifications
  • Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures
  • Process the Daily Deposits at the end of each workday
  • Maintain a courteous and effective relationship with clients, co-workers, insurance carriers, business contacts and represent the agency in an ethical and professional manner
  • Develop and maintain relationships with clients to retain business
  • Maintain confidentiality of company and client information
  • If not licensed, understand the limits of insurance coverage interactions with clients
  • Any other duties, responsibilities or activities as assigned

Qualifications:

  • High School Diploma required
  • Minimum of 1 year of related administrative assistant or customer service experience; any insurance industry experience a plus
  • Basic knowledge of processes for providing customer service
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Experience with or willingness to learn Applied Epic and additional company software
  • Ability to take direction and work both independently and as part of a team
  • Strong oral and written communication skills
  • Ability to listen and speak effectively to others
  • Ability to manage one's own time
  • Ability to organize, plan and prioritize workload

Physical Demands and Work Environment:

  • This is largely a sedentary role; however, some standing and/or moving around the office is required
  • Visual skills to read and interpret reports and data recording
  • Hearing and speaking skills are required
  • This role operates in a clerical office setting, and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines
  • Fast-paced office environment with significant telephone and interoffice activity

Hours: Monday-Friday, 8:30am-5:00pm

Office Location: 4641 Horseshoe Pike, Honey Brook, PA 19344

Benefits:

  • Competitive Compensation
  • Health, Dental and Vision Insurance
  • Disability Insurance
  • 401(k)
  • Paid Time Off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.