Insurance Administrative Assistant

The Farmers National Bank Of CanfieldCortland, OH
73d

About The Position

SUMMARY: Responsible for providing positive contact experience between public and agency personnel, whether through telephone contact or in person. Create a positive first impression on callers and visitors alike. This position will also be required to obtain their Property and Casualty and/or Life and Health insurance license(s) within six (6) months of hire. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Greet visitors, announce to Agency staff member Direct/escort visitors to appropriate Agency staff member Engage visitors waiting to be seen by Agency staff member Oversee reception area Direct incoming and interoffice calls to appropriate Agency area/personnel Accurately record and deliver messages for Agency staff members Supply information to callers Perform clerical duties as assigned Place telephone system into various modes to ensure acceptable customer service per guidelines Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position

Requirements

  • High school diploma or general education degree (GED)
  • Minimum one (1) year experience using a multi-line phone system and customer service experience
  • Hold Property and Casualty and/or Life and Health insurance license(s) or obtain license(s) within six (6) months of hire.
  • Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
  • Ability to clearly and effectively communicate both verbally and in writing
  • E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
  • Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Responsibilities

  • Greet visitors, announce to Agency staff member
  • Direct/escort visitors to appropriate Agency staff member
  • Engage visitors waiting to be seen by Agency staff member
  • Oversee reception area
  • Direct incoming and interoffice calls to appropriate Agency area/personnel
  • Accurately record and deliver messages for Agency staff members
  • Supply information to callers
  • Perform clerical duties as assigned
  • Place telephone system into various modes to ensure acceptable customer service per guidelines
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
  • Maintain compliance with all appropriate rules and regulations.
  • Regular, predictable attendance is an essential requirement of this position
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