Administrative Assistant

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Description

Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities. 

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!


POSITION SUMMARY

This demanding and fast-paced position will require an individual that has strong interpersonal and organizational skills, the ability to communicate effectively with a variety of personalities, multitask, problem solve and a willingness to adjust from a daily routine when necessary. The individual in this position will have a proactive, forward-thinking approach and a client service mindset. The primary responsibility of the Administrative Assistant is to provide first in class hospitality to internal and external clients, vendors and team members.


A GLIMPSE INTO THE POSITION

  • Acts as ambassador of Relation culture to clients, teams and visitors.
  • Answers telephone calls incoming from Relation clients and contacts and directs to appropriate team member.
  • Manages the reception area to ensure effective telephone and mail communications both internally and externally.
  • Maintains day to day office support functions such as stocking printers, handling sensitive documents and mail, deliveries, and other needs.
  • Performs administrative duties (filing, photocopying and faxing) in an efficient and timely manner.
  • Attends Relation team meetings to take notes and documents meetings as needed.
  • Provides back up support to client support teams, eligibility and enrollment and/or agency management systems as needed.
  • Supports Relation client teams in peer reviewing and assembly of client presentations.
  • Develops presentations by designing format, collecting information, and compiling data. Requests materials from other individuals and ensures consistency in the format. Reviews for errors and edits as necessary.
  • Composes correspondence and/or reports.
  • Performs other duties and special projects as assigned.

Requirements

SKILLS

  • Excellent verbal and written communication skills.
  • Excellent phone etiquette.
  • Outstanding interpersonal skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • Position continually requires demonstrated poise, tact and diplomacy.
  • Proficient in using computers, internet Microsoft Office Suite.
  • Basic knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
  • Basic knowledge of commercial lines of coverage.
  • Must be able to understand written and oral communications and interpret information written within policies.

COMPETENCIES

  • Ability to work independently with limited daily supervision and to work effectively in a team environment.
  • Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
  • Enthusiastic, dependable, highly motivated and detail oriented.
  • Hands-on, open minded, proactive team player.
  • Customer focused, high integrity, excellent work ethic.
  • Excellent customer service skills are a must.
  • Willingness to adhere to all principles of confidentiality.

EDUCATION AND QUALIFICATIONS

  • High School Diploma.
  • Bilingual (English/Spanish) preferred; may be required, depending on location.
  • 2+ years’ customer service experience in a professional office or customer support environment preferred.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 


You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.