Administrative Assistant – Reception – Customer Service – #5086 – A
Erion Insurance
Welcome, Greet and Communicate with clients regularly, by the way of in-person, phone and email, as reception to the office. Manage a variety of administrative tasks, including the opening and closing of the office, along with stationary review, filling and ordering and scanning, attaching and re-naming documents to our Brokerage Management System. You will additionally, receive and re-distribute correspondence to the office, which arrives via mail, courier, e-mail and phone message. The role has the potential for further expansion into a Technical Service Representative, who would receive instructions from the Insurance Broker staff of the office and then, in turn process the instructions into a variety of systems in order to facilitate policy changes, as directed by the licensed Insurance Brokers employed by Erion Insurance Group.
Customer Service & Reception
- Welcome and Greet clients and connect their needs with the staff in the office or outside resources at the insurance companies we work with.
- Maintain professional demeanor when handling complaints, problem solving, and interpreting/resolving conflicts with clients and the general public.
- Problem solve with other employees regarding client’s needs
- Follow up on accounts receivables and receive payments.
- Use standard approaches, protocols and techniques to manage relationships
Administrative Duties
- Open the office and ensure that it appears organized and welcoming.
- Ensure that all the office and systems are well stocked with stationary
- Disseminate information to staff, management, and clients to fluid communication
- Enter and maintain information in our Brokerage Management System database (using The Agency Manager (TAM) database)
- Review, update and provide input to Management on tasks and job duties
- Assess the accuracy of information being used and quality of own output. Take action to organize things in order to reduce uncertainty or variance, and improve quality accuracy and/or clarity.
Decision Making Duties
- Contribute expertise and judgement to decision making processes at the administrative level.
- Create and supervise execution of action plans to address goals and ideas within the focused role and the broader operation, as it relates to the Office Administration
Core Competencies
DEVELOPING OTHERS & COACHING – HELPFUL
The genuine intention to care for the long-term learning and development for all our companions. Recognizes efforts, interests, and a strong desire to explore collective opportunities to learn, share and support.
CONFLICT MANAGEMENT & RESOLUTION – CALMING
Erion team members handle and resolve conflicts sensibly and fairly. Our companions recognize differences of opinion and address them in open conversations. Builds trust and facilitates the development of win-win solutions by inviting everyone to express their points of view.
ORGANIZING, PLANNING AND RESOURCING - ENERGETIC
The ability to prioritize tasks, coordinate actions and allocate adequate resources to achieve goals. erioners manage time effectively and efficiently to plan for current and future requirements to the best of their ability.
DIRECTION, ACCOUNTABILITY, CLARITY - GUIDED
Develops direction with specific, clear and measurable goals. erioners take responsibility and accountability for completing tasks successfully. Our companions have great pride in owning and living our Erion family’s mission, vision, values and strategic objectives.
PERSISTENCE & TENACITY {GRIT} – DEVOTED
Maintains consistent performance in challenging situations and persists in efforts to achieve key milestones until the desired objectives are attained. Erion team members are able to persevere and keep accomplishing goals in the face of adversity.
