Administrative Assistant, Commercial

Job Summary
The Administrative Assistant provides essential support to insurance teams by handling day-to-day administrative tasks that ensure smooth office operations. This role supports Risk Advisors Client Managers and leadership by improving efficiency and client service. The AA ensures internal colleagues needs are met efficiently and accurately while maintaining compliance with industry regulations.

Essential Functions
Provide a high level of service and support to both internal and external clients effectively managing the expectations of colleagues and clients
Maintain electronic and paper files and records attributed to RCM&D committees Executive Board and vendors in accordance with agency policies and procedures
Work within the agencys management system Applied Epic
Work directly with carriers to obtain policies endorsements audits and cancellations
Comply with E&O Plus legal and regulatory requirements as applicable
Create insurance claims guides; review and interpret insurance endorsements
Manage correspondence schedule meetings maintain client records prepare documents and assist with data entry
Assist in the preparation and/or review of reports and proposals
Backup to receptionist which includes accurately identifying calls and directing to appropriate person; providing information about the agency and/or departments; welcomes and directs visitors
Handle both incoming and outgoing mail and faxes (electronic and paper) appropriately
Manage client certificate of insurance files
Order and maintain supplies for Commercial Lines department
Assist in special or one-time projects as assigned
Additional job duties as assigned

Minimum Education/Abilities/Skills
High school diploma or GED
3 to 5 years of administrative experience preferred
Maintain a client centric focus; is highly responsive to internal and external stakeholders needs and can manage/meet/exceed expectations.
Proficient with Microsoft Office Suite
Knowledge of office equipment (computer binding equipment telephone fax machine copier and calculator)
Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
Ability to learn third party computer programs/websites.
Possess the following skills:
Strong oral and written communication
Organization and time management
Strong attention to detail
Demonstrate accountability work well under pressure and meet deadlines and deliverables.
Projects confidence in interactions with colleagues and clients.

Additional Qualifications
Obtain and maintain appropriate jurisdictional licenses
Experience with Applied EPIC desired but not required
1 to 2 years of college experience is preferred.
Ability to lift 5 to 25 pounds
Ability to sit for long periods of time
Walking bending sitting reaching and stretching in all directions
Repetitive hand movement such as keyboarding writing and operating calculator

RCM&D a Unison Risk Advisors company and founding member of Assurex Global is an equal opportunity employer and will consider all applications without regard to race sex age color religion national origin veteran status disability sexual orientation gender identity genetic information or any characteristic protected by law.