Administrative Assistant, Commercial

Unison Risk Advisors•Cockeysville, MD

10d

About The Position

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.

Requirements

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.
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.

Nice To Haves

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

Responsibilities

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 agency’s 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