Administrative Assistant - Hybrid Brookfield, WI

Charles TaylorBrookfield, WI
Hybrid

About The Position

Charles Taylor is a global provider of professional services to the insurance industry and is seeking an experienced Administrative Assistant to join their Brookfield, WI team. This is a hybrid role requiring in-office presence on select days. The Administrative Assistant position is responsible for supporting the underwriting department.

Requirements

  • Proficient in entire Microsoft Office suite, including mid to advanced level Excel working knowledge
  • Customer service orientation
  • High degree of accuracy
  • Time Management skills and ability to prioritize job tasks to meet deadlines
  • Strong Organizational skills
  • Ability and willingness to work with other team members to assist with projects as needed
  • Exhibits strong attention to detail and understand its importance to the business
  • Ability to adapt to changing technologies and learn functionality of new equipment and systems
  • Flexibility and willingness to adapt to changes within the various workflow processes of the dept.
  • Ability to establish and maintain effective working relationships with others
  • High School Education
  • 1-3 years of administrative experience, commercial insurance experience a plus

Nice To Haves

  • commercial insurance experience a plus

Responsibilities

  • Reports on Workers Compensation Unit Stats to the State of WI
  • Workers Compensation policy reporting to WCRB
  • Issues Certificate of Insurance for various policyholders and maintains program schedules
  • Reviews spreadsheets and requests renewal information as needed
  • Policy Issuance, endorsements and various reporting functions
  • Review of proposals and policies for account managers
  • Assisting with and preparing various reports and templates
  • Maintains appropriate electronic copies of all files and correspondence related to the coverages for multiple programs, per the necessary record retention period
  • Preparing and maintaining client information and reports as needed within the Underwriting System (Origami)
  • Performs other duties as assigned by your Supervisor.

Benefits

  • medical
  • dental
  • vision
  • disability
  • life insurance
  • 401(K) with match
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