Administrative Assistant

Administrative Assistant

We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive. To be employed by Greylock Federal Credit Union employees must reside in one of the following states : Massachusetts, New York, Vermont, or Connecticut. Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting.

Key Job Requirements

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

• 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

Promotes the Credit Union and Insurance Agency wherever and whenever possible. Encouraged to actively represent the Credit Union and Insurance Agency in local civic, community and professional organizations.

Position Requirements

Associates degree or its equivalent in administrative coursework, training or work experience. Two-plus years in a related position. Proven to maintain high standards of performance, integrity and confidentiality. Excellent customer service, communication, problem-solving and organizational skills. Proven ability to compose grammatically correct correspondence. Ability to use various types of office equipment, including mastery of personal computer, including high proficiency in use of Word, Outlook, PowerPoint and Excel software.