LGEIS Office Assistant

LGE Community Credit Union•Dallas, TX

About The Position

This position is responsible for assisting staff by taking phone calls, checking emails, and directing client inquiries to the appropriate department. Additional duties of the LGEIS Office Assistant will include processing paperwork, reporting, and helping to maintain the highest quality of service possible. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. We are looking for a detail-oriented, friendly, and personable insurance office assistant.

Requirements

High School Diploma
2+ years customer service experience
Proficient in Microsoft Word, Excel, PowerPoint, and general office skills
Must be able to maintain a high level of confidentiality
Ability to multi-task, strong attention to detail, and excellent time management skills
Ability to coordinate and carry out details efficiently
Excellent telephone etiquette
Human relation skills evidenced by both verbal and written communications
Proficient math and analytical skills

Nice To Haves

Property & Casualty Insurance industry experience

Responsibilities

Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction
Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents
Support LGEIS by maintaining carrier information which includes: Statement reconciliation, Policy downloads/reconciliation, Gathering carrier promotional data for campaigns, Maintain vendor/carrier contacts via applicable formats
Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media
Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility
Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations
Maintain Agency Calendar
Distributes mail, packages, or office supplies within CUSO/LGEIS
Proactively seek opportunities to gain and stay abreast of insurance industry knowledge
Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act