Administrative Assistant

Mountain West Insurance & Financial Services•Montrose, CO

11d•$18 - $24

About The Position

Delivering Peace, Empowering your Potential, and Fortifying the Future. As an administrative assistant it is your responsibility to excel in the role of providing a positive initial experience for clients visiting the office or making direct calls to any of the Mountain West branch offices. Proficiently execute administrative tasks through effective verbal and written communication. Skillfully handle phone calls, mail, faxes, supplies, bills, and inquiries. Additionally, adeptly prepare and compile a range of insurance-related documents in accordance with agency procedures and functions, utilizing various electronic systems.

Requirements

Office Skills: Proficient in filing, keyboarding, secretarial, and general office clerical tasks.
Computer Proficiency: Efficient use of computer data and office equipment. Proficient in MS Office suite and general office software.
Organizational Skills: Strong organizational and time management skills, with the ability to prioritize tasks effectively.
Project Management: Demonstrated ability to manage multiple projects simultaneously and meet deadlines.
Commitment and Follow-through: Commitment to seeing work projects through to completion.
Self-Motivation: Self-motivated with meticulous attention to detail.
Team Collaboration: Ability to work collaboratively in a team environment as well as independently.
Interpersonal and Conflict Resolution Skills: Strong interpersonal skills with the ability to handle conflict resolution effectively.
Reasoning Skills: Possess strong reasoning and problem-solving skills.
Accuracy and Attention to Detail: Pays attention to detail and maintains a high level of accuracy in tasks.
Communication Skills: Excellent written and verbal communication skills.
Integrity: Maintain honesty and integrity at all times.
Proven experience as an administrative assistant or in a similar role.
Ability to maintain confidentiality and handle sensitive information.
Exceptional customer service and interpersonal skills.

Nice To Haves

Insurance Knowledge: Knowledge of insurance terminology and processes is a plus.
Bilingual Preferred

Responsibilities

Greet and assist clients, both in person and over the phone, ensuring a positive and professional experience.
Manage incoming calls, direct inquiries to the appropriate department, and provide accurate information as needed.
Perform essential clerical duties vital for the smooth functioning of the agency's office and business, such as delivering messages, handling limited cashier duties, and updating lists and records.
Stock supplies as necessary to support the daily operations of the office.
Maintain the appearance of the waiting area to ensure a welcoming atmosphere.
Coordinate the scheduling of conference rooms for meetings and appointments.
Actively participate in and attend various meetings, conferences, and workshops as directed or scheduled.
Electronically retrieve insurance notifications, including policies, endorsements, and all other items related to client accounts.