Job description

The Administrative & Processing Specialist acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests.

PRIMARY RESPONSIBILITIES:

• Greets and accommodates incoming clients.
• Answers incoming phone calls and directs clients to the appropriate team member for assistance.
• Processes customer payments and handles billing questions.
• Prepares evidence of insurance, insurance certificates, auto identification cards and other coverage related documents
• Records data into appropriate insurance company and firm software programs
• Process and complete endorsements on carrier websites
• Reviews underwriting memo’s and takes appropriate action to address
• Assists Advisors with applications and trailing documents as needed
• Completes special projects as assigned
• Assists in set up of events as needed
• Looks for opportunities to improve the firm, business segment and processes

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• A current 4-40 license as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the organization functions, or be willing and able to obtain the license within 90 days of starting in the role.
• One to two years’ experience in the insurance industry a plus
• Basic understanding of insurance coverages, preferred
• Strong analytical, research and problem-solving skills
• High attention to detail
• Ability to work with time constraints
• Strong verbal and written communications skills
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Moderate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Job Type: Full-time

Pay: $19.23 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

License/Certification:

• 4-40 (Preferred)

Work Location: One location

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