Job Description

This position will assist with a variety of clerical and administrative duties for efficient operation of the agency.

Primary Duties:

• Reception desk support.
• Track producer and agency insurance licenses.
• Manage continuing education notifications to licensed employees.
• Maintain carrier producer appointments.
• Coordinate mail and paperwork for remote employees.
• Assist with agency-wide events and organize volunteer opportunities.
• Assist with testing current workflows/procedures, maintaining the procedure manual, auditing workflows/procedures and assigning training plans as needed.
• Assist in general office duties as requested and needed.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.