Careers

Administrative Assistant

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.

 

PRIMARY RESPONSIBILITY

  • 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.

 

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’ of customer service experience in a professional office or customer support environment preferred

Details

DEPARTMENT

WRB Fresno Service

LOCATION

Fresno, CA

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