Administrative Assistant

Frank Winston Crum Insurance • Clearwater, FL

1d • Onsite

About The Position

The FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success. We are happy to announce a Administrative Assistant full time on site position filled with many exciting opportunities! In this role, you will have the opportunity to promote sales and client retention through excellent customer service by assisting in various special projects in the Policy Services and Customer Support departments.

Requirements

• one (1) year of clerical or administrative experience
• high school diploma or equivalent

Responsibilities

• Answers incoming calls (primary person) and transfers to appropriate person in the department or assist the client if the inquiries are not complex.
• Categorizes emails in the shared Outlook inbox properly and timely.
• Reviews requests from the InsurLink program and sets up clients for the program, and/or answer questions.
• Reviews PEO new cases and if it’s a client of FCIA, assign the service person to assist.
• Downloads documents from various carriers’ websites and emails them to FCIA for the Team to address.
• Reviews all incoming mail and takes appropriate actions with stamping and scanning as necessary.
• Processes return mail by following our agency’s procedures.
• Processes certificates associated with Only and Automatic.
• Quotes online with various carriers and email to assigned employee to address with the client.
• Runs monthly expiration report and adds the calendar appointment to each Servicer’s calendar per our procedures to follow-up on upcoming renewals.
• Sends DocuSigns for Crum & Forster renewals.
• Contacts current clients to follow-up on paying FCIA for the additional premium endorsements and audits (agency bill policies).
• Contacts AFCO to request quotes to add Additional Premium associated with audits and endorsement to current contracts per our procedures.
• Enters data into the FCIA system.
• Performs other duties as assigned.

Benefits

• Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education Benefit Program at the IRS Maximum allowance
• PTO cash out
• Tickets at Work
• Alero Financial and its robust credit union benefits program
• Employee and client referral bonus programs
• Disaster Relief Fund for employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED