Administrative Associate (Seitz Insurance)

Marsh McLennan Agency-Northwest•Sidney, MT
•Onsite

About The Position

Seitz Insurance is now part of the Marsh Agency family! You’ll be in the center of the action at Seitz Insurance, a Marsh Agency, providing premier support to both our clients and colleagues. Our administrative associates are the first point of contact for our customers. Your job is to set the bar for great customer service with exceptional communication, integrity and respect. You’ll be an integral team member that helps process key communications and helps the team achieve profit center and company goals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be an Marsh Agency professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities. From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

Requirements

  • Client service advocate.
  • Passionate about delivering an exceptional level of customer service and support.
  • Understand business and people.
  • Good with people, even on the tough days.
  • Good customer service is just part of who you are, and you love making people happy.
  • Team player.
  • Maintain positive relationships with your colleagues.
  • Dependable to pay attention to details, make deadlines, be accurate and complete when interacting with clients, colleagues and carriers.
  • Love to learn.
  • Earnest about improving and pursuing professional development.
  • Can adapt to industry changes and client needs.
  • Ready for a meaningful change.
  • Embrace core values: accountability, balance, excellence, integrity, respect and humanity.

Nice To Haves

  • Throw all stereotypes of “insurance” out the window and love your job.
  • Excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Responsibilities

  • Frontline communications: answering phones, directing calls, and greeting walk-in clients.
  • Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
  • Update customer information: keep accurate, up-to-date records on customers in our agency management system.
  • Process communications: daily incoming and outgoing mail, including overnight mailings; handle incoming checks; provide early- and late-capture scanning; and deliver faxes to employees.
  • Office organization: order office-related supplies. Keep common areas clean and well organized, including the reception area, conference rooms, work rooms, file/mail room, supply areas, etc.
  • Maintain office equipment (phones, voice mail, copy/scan machines, etc.): keep machines filled with paper and toner, troubleshoot, call for repairs if necessary, and help others as needed.
  • Orientations: handle new colleague office orientations, as requested.
  • Follow organization policies and procedures and established workflows.
  • Perform additional duties as needed.

Benefits

  • Mentorship
  • Training
  • Resources
  • Development
  • Competitive compensation package
  • Honor all local and state salary thresholds
  • Performance-based incentives
  • Annual profit sharing
  • Paid paternity/maternity leave
  • Medical leave
  • 401K savings
  • Other wellbeing programs
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