Office Assistant

Description

We're searching for a diligent office assistant to provide administrative support. You'll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through community events and print and digital mediums. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. Send us your resume today to become part of the team!

Responsibilities

SUPPORT

• Handle case notes, process correspondence and maintain client case Files
• File new statements, account forms, and other insurance / investment-related materials
• Maintain financial representative's calendar and a scheduled follow-up appointment
• Answer telephone calls and direct them as appropriate
• Process client / prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailings
• Maintain supplies of current insurance / investment-related marketing materials
• Input data, print proposals, and gather information at the direction of financial representative in preparation for client / prospect meeting
• Contact clients to set up follow-up meetings with representative
• Contact clients to confirm receipt of forms or request a return of completed forms
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
• Prepare / print letters of instruction for client's signature
• Prepare policies for delivery
• Send client birthday cards and schedule birthday / age change appointments for representative
• Generate lead letters and implement marketing programs

Client Service Support

Qualifications