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Executive Assistant/Receptionist

4 months ago

Delaware County, United States Juno Search Partners Full time

Our client, an insurance firm in Delaware County, is seeking an Executive Assistant/Receptionist to join their growing team

We are seeking a high-energy & very motivated individual to join a dynamic work environment and who will assist in the relentless pursuit of the company's growth.

This role is onsite 5 days/week.

Duties include, but are not limited to:

* Receive phone calls, and direct them to the correct representative
* Greet guests
* Prepare binders and proposal booklets for Account Assistants and Managers
* Prepare tabs for binders and proposal booklets
* Keep track of all office and kitchen supplies, and reorder when necessary
* Receive and distribute faxes
* Stamp and send out mail
* Open and distribute mail
* Print, create a cover letter for, and mail invoices
* Run MVRs
* Fold and mail COIs
* Special projects as requested by all employees
* Organize Auto ID cards and mail out
* Help organize breakfasts/ luncheons for client meetings
* Organize and order for company meals, vendors and client
* Assigns incoming policies to customers for Accounting Transactions.
* Documents and tracks all commercial policies' "Notice of Cancellations".
* Manages daily deposits and applies money to customers.
* Applies and reconciles commission income to Life & Health policies.
* Pulls Aged Account Receivable report every two weeks to notify agents, as well as the COO and Office Manager
* Bills all commercial Captive policies and tracks payment on FET Spreadsheet.
* Creates and sends Quarterly Captive FET report.
* Renewing policies - checking and updating info in AMS - if we have the insured copy mail it out.
* Deposit incoming checks daily
* Direct Billings for Commercial Lines department
*

Qualifications:

* Bachelor's Degree preferred.
* Administrative experience required.
* Proficient with MS Office including Excel, Word and PowerPoint.
* Team-oriented with ability to lead when necessary and take direction well.
* Good written and oral communication skills.
* Confidence in business and social settings.
* Organized, efficient, and detail oriented.
* Ability to multi-task and delegate or handle responsibilities with minimal supervision.

Juno is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It's expected that all employees are aware of this policy and that they create an environment that's sensitive and respectful to all individuals.