Administrative Office/Clerical Assistant

Insurance Partners Agency LLC•Greentown, OH

2d•Onsite

About The Position

We are seeking a motivated Clerical Assistant who is a strong team player to join our organization. Prior insurance experience is not required. This role involves learning daily operations by organizing and managing client communications, becoming familiar with client files, and supporting staff with day-to-day business activities. Responsibilities will increase as the candidate gains an understanding of our processes, with opportunities to work closely with Agents on specialized documents and tasks as assigned by company leadership.

Requirements

High School diploma or GED
Must be proficient in Microsoft Office and Outlook, with the ability to learn new systems and technologies
Basic typing, spelling, and grammar skills, with attention to detail
Strong communication and customer service skills, with a friendly and professional demeanor
Ability to multitask, prioritize tasks, and stay organized in a fast-paced environment
Reliable team player with a positive attitude and willingness to assist where needed
Comfortable learning new systems, procedures, and the basics of insurance and operations
Able to use stairs frequently and lift up to 30 lbs as needed
Interest in continued learning and professional growth

Nice To Haves

Pilot or ACFT Mechanic preferred. but not required.
Active P&C License preferred. but not required

Responsibilities

Build & Maintain Strong Relationships
Answering phones, emailing and distributing documents
Typing forms, correspondence, memos, and other materials
Sorting, filing, and maintaining filing systems for efficient recordkeeping and easy retrieval.
Completing assignments and projects according to instructions from supervisors.
Develop trusted partnerships with clients, underwriters, and producers
Support Producers & Drive Growth
Provide technical expertise to assist Producers with new business opportunities
Participate in servicing renewal accounts and exploring coverage enhancements
Review existing policies to identify upgrade or rounding opportunities
Deliver Exceptional Account Service
Policy Maintenance, checking accuracy of policies, binders and Endorsements
Conduct regular service calls and respond to client inquiries
Ensure Accuracy & Compliance
Maintain accurate, real-time updated client files in agency management system to prevent E&O exposure
Other duties and projects as assigned