Administrative Assistant

2 months ago

St Petersburg, United States Bankers Financial Full time

Founded in 1976, Bankers Insurance Group has grown from a small local company to a diverse corporation known for its innovative insurance products and superior customer service. Bankers Insurance offers a variety of property and casualty products and services. The company writes personal and commercial coverage, including homeowners, flood, excess flood, business owners, and specialized products. New products are currently in development to meet evolving personal and business insurance needs. Insurance and financial services remain at the core of our business, and we are proud of our more than 45+ year track record of expertise and service. We recognize the changes taking place in our domestic and global economy, as well as our society. We strive to respond to those changes with a spirit of understanding, growth, innovation, and entrepreneurship, developing new products, services, and partnerships
Our Core values include:

Collaboration: working together is critical to achieving organizational goals.

Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.

Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.

Social Responsibility: we place charity and volunteer work at the core of our organization.

Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and 'doing the right thing.'

Company Value Statements

In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:

  • Acting with the highest level of honesty, trust, character, and transparency.
  • Making a unified effort to achieve the goals of the organization and embracing accountability for exceptional performance every day.
  • Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.
  • Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value.
  • Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.
Summary/Objective

This position primarily provides administrative support to the Bankers Insurance Group's CFO/Chief Actuary, VP of Commercial Lines, Specialty Insurance, Claims, and Director of Distribution. Deals with a diverse group of external callers as well as internal contacts at all levels of the organization. Under minimal supervision, plans, prioritizes, and organizes diverse workloads; recommends and implements changes in office practices or procedures.

Essential Functions
  • Expense Management, including gathering receipts, coding/reviewing/forwarding for approval of all invoices, researching late pays and unknown payees, reconciling and advising approvers of any red flag issues, and preparing expense reports and check requests.
  • Calendar Management, including monitoring/maintaining a calendar; adjusting for conflicts as appropriate; reviewing upcoming events to prepare accordingly; updating the conference calendar.
  • Meeting Planning, including research/secure venue; coordinate with IT/Facilities for set-up; arrange for catering, accommodations, and other incidentals; coordinate visits by consultants/reinsurers/agents.
  • Travel Planning, including registration, air, hotel, ground transportation, etc.
  • Task Management, including ordering supplies; submitting IT/Facilities tickets; ordering promo/logo items; fulfilling marketing requests from agents; coordinating moves; educating regarding procedures; maintaining call tree as part of serving as back-up for disaster recovery; converting documents; printing/distribute emergency cards; review plan quarterly and update as needed; ISO administration, add/delete users/products as needed; maintain organization chart; set up new hires with CC, FAA, IT, Facilities.
  • Event Management, serving as back-up to executive administrative assistants in such duties as maintaining a schedule of events; planning/coordinating meetings for future events; reserving booths; managing hospitality and other events from start to finish; purchasing gift cards; and sending promo items.
  • Office Management duties include communication management, ordering supplies, coordinating events, submitting tickets to IT and Facilities, acknowledgment of Deliveries (AOD) follow-up maintaining department supplies, and miscellaneous projects.
  • Report preparation: KPI reporting updates and spreadsheets, compiling documents requested for the insurance operation team, and providing general administrative support.
  • Customer Service, including mailing materials requested by clients, and handling calls from clients.


Additional Duties and Opportunities:

  1. Training Participation:
  • Participate in a structured training program, including classroom training, on-the-job learning, and mentorship opportunities.
  • Gain an understanding of the company's insurance operations, policies, and procedures.
  • Familiarize yourself with the company's systems, software, and underwriting tools.
  1. Application Review:
  • Assist in reviewing insurance applications submitted by clients and agents.
  • Learn to evaluate the completeness and accuracy of application information.
  • Analyze risk factors, such as applicant's history, type of insurance, and other relevant data.
  1. Documentation:
  • Assist in maintaining accurate and organized records.
  • Learn to document underwriting decisions and reasons for approval or rejection.
  1. Professional Development:
  • Stay updated on industry trends and changes in regulations.
  • Continuously improve your knowledge of insurance products and underwriting best practices.
  • Prepare for professional certification exams, if required by the company.
Required Education and Experience
  • Three years experience as an administrative assistant.
  • Proficiency with Word, Excel, Outlook, and PowerPoint.
  • Excellent organizational, communication, customer service, and time management skills.
  • Professionalism, discretion.
  • Bachelor's degree in a relevant field, such as finance, business, or economics (or equivalent work experience).
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail.
    Effective communication skills, both written and verbal.
Preferred Competencies
  • Ability to conduct research, prepare statistical reports, and produce deliverables in a timely fashion.
  • Ability to multitask effectively and efficiently.
  • Ability to work in a team and adapt to a fast-paced work environment.
  • Willingness to learn and grow within the underwriting profession.
  • Basic knowledge of insurance principles is a plus but not required.
  • Ability to manage stressful situations successfully.
  • Ability to collaborate effectively.
  • Ability to manage sensitive information confidentially.


The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

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