Administrative Assistant

Administrative Assistant

Under the direction of the Assistant Vice President, Personal Lines Manager, performs a wide variety of administrative functions to aid and support the Greylock Insurance Agency, employees and customers in conformance with established Credit Union policies and procedures.

Key Job Requirements :

• Performs any functions within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.
• Maintains and controls certain confidential records of the insurance agency, including organizational charts, succession plans, and staff lists. Prepares materials and maintains records for sales and processor meetings.
• Provides administrative support to the SVP and AVP of Personal Lines including, but not limited to assisting with documents, record-keeping, material distribution, receiving and placing telephone calls, screening and resolving inquiries, scheduling coverage and training, making travel arrangements, communicating and preparing materials for training, events and other meetings. Facilitates communication.
• Provides professional and proficient service in greeting visitors, answering phone, and directing or assisting with in-person or electronic inquiries, directing employees, vendors and visitors to appropriate staff and / or departments. Takes initiative and acts independently regarding employee communication issues, meeting planning and assigning staff for participation in any function. Drafts responses to employees, applicants and vendors as needed.
• Provides administrative support for record keeping, agency incentive, registration forms, scheduling and reimbursement of all licensing, continuing education credits and designation for agency staff.

Related Responsibilities :

Position Requirements :