Position Summary:
Handle all incoming phone calls, greet visitors, and perform various clerical duties assigned to the position in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
- Meet quality measurement goals by delivering high quality service in answering incoming phone calls on multi-line phone system.
- Log in all visitors and guests information for building access via Workspeed on the Internet.
- Continually check and distribute all incoming faxes throughout the day.
- Receive and distribute mail throughout the office.
- Data entry into production system. Log in all incoming policies and clear submissions. Set up initial marketing folders for various broker teams, as requested.
- Request loss runs from carrier in a professional and timely manner to assist teams and agents.
Other Responsibilities:
- Perform other work-related duties as assigned.
- Work closely with the SC Manager in identifying other projects where skills, experience and knowledge can be utilized.
Education, Experience and Skills Required:
- 1-3 years office experience, preferred
- Strong preference for insurance, commercial property/casualty & surplus line experience
- Exceptional organization, follow-up, communication, and interpersonal skills
- Exhibit good listening skills and a willingness to help and support others
- Advanced skill level in PC software (Word, Excel and other software, as required)
- Ability to be flexible in work schedule as needed
- Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions