Administrative Assistant

Forth Insurance•Opelousas, LA
•Onsite

About The Position

The Administrative Assistant creates a positive first impression by greeting visitors and professionally, accurately, and discreetly managing incoming communications, including phone calls, mail, faxes, and deliveries. The role supports front-office operations, routes communications and documents to appropriate personnel, processes incoming and outgoing mail and shipments, and maintains check logs and front-office procedures. It requires strong client-service skills, attention to detail, organization, and a willingness to learn. The position has no supervisory responsibilities and is based in a professional insurance environment, typically in a corporate office. The role may occasionally require travel.

Requirements

  • High school diploma or GED, or one to three months of related experience and/or training, or an equivalent combination of education and experience.
  • Demonstrated capability in client service and administrative support, attention to detail, organization, and willingness to learn.
  • Knowledge of computer applications including the Internet, Outlook, Microsoft Word, and Microsoft Excel.
  • Ability to use basic office machines.
  • Ability and judgment to interact and communicate appropriately with employees, customers, and supervisors, and to serve internal and external customers professionally.
  • Excellent grammar and verbal skills.
  • Obtain a Property and Casualty or Life and Health insurance license, as applicable, within the first six months of employment.

Responsibilities

  • Monitor the switchboard; answer, assess, and direct incoming calls to appropriate personnel.
  • Greet visitors, evaluate their needs, and contact appropriate personnel to assist them.
  • Accept, process, and promptly distribute incoming deliveries, including FedEx, UPS, and mail.
  • Prepare FedEx shipping labels.
  • Open, sort, stamp, and prepare incoming mail for internal distribution.
  • Accept, weigh, apply postage to, and prepare outgoing mail for courier pickup.
  • Monitor mail equipment for proper postage and supplies, and notify accounting or the courier as needed.
  • Use the agency management system’s client locator and attachment-routing functions.
  • Monitor and distribute incoming faxes through the agency management system fax router.
  • Separate and scan documents to personnel using barcodes in the agency management system.
  • Open, stamp, and log received checks; maintain the monthly check log and submit it to accounting at the end of each day.
  • Keep the front office and reception area clean and free of clutter or damaged furnishings and materials.
  • Maintain a professional and cordial environment.
  • Back up the courier for post-office mail pickups and drop-offs.
  • Maintain and update the Front Office Procedures Manual and ensure backup personnel are trained.

Benefits

  • Competitive total rewards package, including benefits and compensation tailored to skills, experience, and education.
  • Dream Manager program.
  • One-on-one guidance from a nationally certified health and wellness coach.
  • Free access to certified financial professionals.
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