Job Description

POSITION SUMMARY:

The role of the Office Part-Time Service Manager is to provide a wide variety of duties to support the office Account Manager and other general administration of the office.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

• Manage the front reception desk, lobby, and handle incoming calls
• Greet all guests immediately and professionally
• Sort, organize, scan, and electronically distribute incoming mail
• Consistently monitor and maintain facility areas ensuring that they are stocked, neat and orderly
• Organize your day to effectively complete the assigned duties as evidenced by feedback from department staff
• Understand the functionality of the Epic systems as it relates to your job duties
• Ability to cover teammate responsibilities in the event of an absence
• Provide support to the account management and production teams
• Process insurance policies for the account manager
• Organize data for the account manager
• Accurately prepare information to ensure quality control of data in the agency management system; meet with team to discuss and share updates and information
• Generate billing documents for clients, as necessary
• Provide endorsements, certificates, or changes to various clients\' insurance policies
• Answer billing or general customer service questions as presented by client, as needed
• Maintain confidentiality of client and company information
• Perform other duties as assigned appropriate to the position

EDUCATION & EXPERIENCE

• High School diploma or GED required
• College level business courses helpful
• Insurance industry experience preferred
• P&C insurance license required, or the ability to obtain within 90 days of employment
• Proficient in Microsoft Word, Excel, Outlook, and able to learn and utilize other computer applications

SKILLS & COMPETENCIES

• Excellent organizational, planning, and problem-solving skills \xe2\x80\x93 must be able to manage projects and time independently
• Ability to meet defined deadlines
• Strong attention to detail and accuracy
• Strong and proficient data entry skills
• Ability to concisely answer questions
• Collaborative team player
• Excellent verbal and written communication skills
• Ability to manage multiple assignments and projects
• Self-motivated individual who thrives in a fast-paced, changing environment
• Ability to work with leaders of the organization, treats external and internal clients professionally
• Strong work ethic and commitment to professionalism and confidentiality

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

PI227216592

First MainStreet Insurance, L.C.