Executive Asst.

We are a full service independent insurance agency seeking an Executive Administrative Assistant to help support the office staff with the following duties:

• Answer and direct phone calls
• Take payments that clients call in for departments when possible
• Forward Voicemails that come into the general mailbox if necessary
• Greet customers that come into the office
• Forward faxes that come via email
• Forward certificate request emails to Account Managers that do not have complex special wording or coverage review
• Forward Online quote requests that we receive from our website that come in via email
• Create Form Letters in EPIC system as needed
• Assist with the Office Calendars (Virtual Kitchen Calendar, Conference Room Scheduling, etc)
• Label activities for respective departments
• Pickup mail at Post Office, sort, scan, and distribute accordingly
• Enter apps into Indio for Commercial Lines Department
• Assist with customer insurance change requests
• Notarize bonds and any other docs for customers that come into office
• Assist with copier/printer issues
• Order supplies for office
• Coordinate overnight shipments as needed
• Mail outgoing correspondence as needed
• Print postage for all outgoing mail
• Forward commission statements to Accounting Dept.
• Post payments into EPIC system
• Make weekly bank deposits via remote deposit
• Assist with special projects as needed (spreadsheets, updating accounts in EPIC, etc.)
• Prepare Certificates of Insurance
• Prepare Evidence of Insurance
• Process Small Business download policies
• Assist with entering Producer applications in EPIC system if given all required information and attach information sheet
• Print/Issue Fleet Auto ID Cards

Experience with Microsoft Word, Excel, PowerPoint and Outlook required. Notary License required. Must be able to multi-task in a high-volume environment. Property & Casualty insurance license is a plus.