Part Time-Producer Services Admin
3 weeks ago
Responsibilities:
• Set up and create records for agents, establishing identifying codes in internal systems.
• Regularly update internal systems with crucial data.
• Monitor internal department mailbox and address requests for appointments, codes, and address changes.
• Store contracts and documents in an electronic repository for easy access and organization.
• Provide assistance in projects to support business needs.
• Lend a helping hand to the team as needed.
• Manage the process of appointments or terminations if required.
• Conduct mass data updates to ensure all systems are current and accurate.
• Use Microsoft Office products for data entry and template usage.
• Communicate effectively and work independently to complete assignments in a timely manner.• Proficiency in Microsoft Office Suites including Microsoft Excel, Word, and Outlook
• Experience in data entry and accounting functions
• Strong organizational and communication skills
• Ability to manage calendars and schedule appointments efficiently
• Knowledge about contracts and terminations
• Experience in the insurance industry is a plus
• Proficiency in using 'About Time' software
• Ability to perform ad hoc financial tasks
• Experience with cash management
• Ability to use templates and repository for document management
• Familiarity with consumer electronics
• Onsite presence is required
• Experience in handling mailbox related tasks
• Ability to photocopy and scan documents effectively
• Ability to work part-time.
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