Part-Time Office Manager

Level One Personnel•Columbia, MD

26d•Onsite

About The Position

This position is an administrative assistance / office manager for an independent insurance agency. The role is part-time, 24 hours per week, with the potential to develop into full-time. The schedule is flexible during weekdays. The primary responsibilities include performing general secretarial tasks, managing records and files, handling communications, and other duties as assigned.

Requirements

One year of general office experience.
Must be able to type at a productive rate of speed.
High school diploma or equivalent.
Completion of paid insurance licensing course followed by obtaining MD property & casualty insurance license within first 60 days (if not already licensed)
Experience with web-based and Apple applications
Knowledge and skill in all aspects of word processing, PDF, and spreadsheet programs
Ability to type and prepare correspondence
Must be highly detail-oriented and organized
Ability to maintain efficient office procedures and a system for keeping track of requested actions and reports
Ability to maintain confidentiality
Ability to perform general clerical duties
Knowledge of business English, spelling, punctuation and grammar, and office procedures
Ability to be able to monitor and meet deadlines
Ability to communicate clearly and concisely, both orally and in writing, with colleagues, customers, insurance companies and 3rd parties
Ability to coordinate daily activities or schedule
Ability to be flexible and adaptable in a variety of situations and remain calm under trying circumstances
Ability to work with frequent interruptions and perform multiple tasks simultaneously

Nice To Haves

Graduation from an accredited university or college with a minimum of an Associate’s Degree preferred.
Active property & casualty insurance license in the state of MD
Experience with SalesForce

Responsibilities

Performs general secretarial tasks including, but not limited to, typing, maintaining records, logs and databases; scanning documents, managing electronic files, distributing mail, etc.
Answers telephone communications, forwards to appropriate individuals and / or records messages
Communicates in a positive and effective manner with staff, customers and other 3rd parties
Greets onsite visitors and responds to general customer inquiries
Sorts and distributes mail to the appropriate individual
Answers the telephone, assists customers, forwards to the appropriate individual, and documents written and oral messages
Compiles and maintains data, customer / insurance policy records within agency’s management system
Runs daily, weekly and monthly reports
Sets up action items / tasks for appropriate individuals
Processes, distributes and stores certificates of insurance
Provides customer outreach for payment and documentation assistance / reminders
Operates computer and other office equipment
Inventories, receives, and issues supplies