Administrative Account Assistant

HUB International•St. Helena, CA

2d•$20 - $22

About The Position

The Administrative Account Assistant provides administrative support to ensure the efficient day-to-day operation of the office; performs routine clerical and administrative functions and provides back‐up as needed for all administrative functions. This role offers an excellent opportunity for someone looking to launch or grow their career in the insurance industry.

Requirements

High School Diploma / GED required
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, designing forms, and workplace terminology.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
1-2 years of relevant experience

Responsibilities

Provides administrative support for all departments such as, printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail distribution and mail-outs.
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents.
Orders, receives and maintains office supplies and proactively ensures office supplies are available when needed.
Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
Answers telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
Helps with data entry, reports, numbers, etc. as assigned.
Assist in on- and off-site preparation for conferences, meetings, or special events; including coordinating travel, catering needs, event materials, room preparation and/or clean up.
Schedule and confirm appointments for clients, customers, or supervisors.
Prepare and process bank deposits.
Accesses carrier websites, pull documents and distributes to service staff for processing.
Open, read, route, and distribute incoming mail, including scanning and coding/indexing when necessary.
Process outgoing mail as needed.
May assist in virtual and in-person event planning to support employee engagement initiatives and management committee meetings.
Performs other duties and projects as assigned.