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Administrative Assistant

Company: Marshfield Insurance Agency
Location: Marshfield
Posted on: November 25, 2022

Job Description:

Marshfield Insurance Agency Inc. Job description: Administrative Assistant General Description: The Administrative Assistant is part of a team of professionals who manage, serve, and advise clients regarding insurance offerings. The Administrative Assistant's major role is to greet and welcome customers and other visitors in a pleasant and professional manner, either in person or on the phone. The Administrative Assistant notifies the appropriate agency personnel and directs clients as needed. The Administrative Assistant also has a variety of accounting and customer data entry duties. Essential qualifications: Relationship driven, effective communicator with outstanding customer service oriented skills. A professional demeanor must be maintained at all times along with superior ethical standards. The ability to work well with many types of people, external and internal, with a friendly, outgoing and helpful personality. The ability and willingness to solve problems. Proactively initiate and follow through with multiple projects, with frequently changing priorities in a fast paced environment. Results driven, self-directed, detail-oriented and adaptive with ability to efficiently produce quality work output. High school diploma or equivalent is required, higher education including but not limited to professional designations are encouraged. Knowledge of Microsoft Office is helpful. Willing to obtain P&C WI Insurance Agent License after hire (preferred). Duties include: Interact professionally and positively with clients while representing the agency as the first point of contact with client walk-ins or calls. Notify appropriate agency personnel and direct clients as needed. Accept and apply client payments and document within the management system. Distribute correspondence (mail/email/faxes/etc) received throughout the business day. Process daily deposits and balance the daily ledger. Update procedures manual for reception area as needed. Provide support to other members of team, as needed. Update job knowledge by participating in education opportunities. Perform other functions as directed by management. Adhere to guidelines in the employee handbook Maintain a clean, professional reception area. Apply now: Job Type: Full-timeBenefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insuranceSchedule: Day shift No weekendsWork Location: One location

Keywords: Marshfield Insurance Agency, Madison , Administrative Assistant, Administration, Clerical , Marshfield, Wisconsin

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