Executive Assistant
Harding & Jacob Insurance, one of the top independent insurance agencies in Northeast Ohio, is seeking an executive assistant for its Independence, Ohio office. This is a great opportunity for individuals looking to join an energetic, team-oriented work environment. The ideal candidate possesses excellent organizational skills, verbal and written communication skills, computer skills, and has a desire to have a positive impact on our organization.
Job Purpose
To provide advanced administrative support to the Vice President of our Property & Casualty Insurance division. Also, to process insurance transactions and perform other related support duties as requested. Opportunity for advancement within the firm with on-the-job training, professional training seminars and completion of state license requirements.
Essential Duties and Responsibilities
- Monitor phone calls on a daily basis and route service calls to the correct Customer Service Staff
- Schedule and confirm appointments
- Schedule and confirm annual review with customers
- Create insurance proposals prior to appointments and prepare all necessary company paperwork
- Track renewal dates
- Conduct verbal and written correspondence with customers
- Create e-mail marketing and social media campaigns
- Research cross-selling opportunities
- Update customer accounts in the Agency Management System (TAM)
- Monitor insurance claims and conduct follow-up on status of claims
- Follow-up with customers on receivables and premium due
- Review inspection reports and process updates
Qualifications and Criteria
- Associate’s degree from a four-year college or university preferred
- Basic understanding of the insurance industry, its products and services
- Detail oriented and good organizational and time management skills
- Computer and data entry skills, including knowledge of Microsoft Office Suite, LinkedIn and other social media platforms
Personal Characteristics
- A motivated, goal-driven and confident personality
- A professional demeanor
- Highly organized
- Dependable and collaborative
- Effective interpersonal and communication skills
Interested?
Email us your resumé and cover letter by clicking here.