Job Description
Job Description
We are looking for a dedicated Administrative Assistant to join our team in Morristown, New Jersey. In this role, you will play a pivotal part in supporting daily operations, ensuring smooth communication with clients, and managing essential administrative tasks. This position offers potential to take on advanced responsibilities upon obtaining a Property and Casualty Insurance License. Must be comfortable working in a small office environment. The is an on-site position.
Responsibilities:
• Handle client communications with professionalism and efficiency, addressing inquiries and concerns promptly.
• Manage and organize the Outlook calendar to coordinate meetings and appointments.
• Prepare and organize files and materials required for meetings.
• Deliver outstanding customer service by responding to client needs and maintaining high satisfaction levels.
• Assist in completing applications and forms accurately and within deadlines.
• Process premium billing and financing tasks with precision.
• Issue Certificates of Insurance and ensure timely distribution.
• Once licensed, prepare and submit Personal Lines (PL) insurance applications.
• Order & maintain office supplies.
• Proven experience as an Administrative Assistant in a detail-oriented environment.
• Proficiency in Microsoft Office tools, including Outlook, Word, Excel, and PowerPoint.
• Familiarity with Life, Disability, or Liability Insurance is advantageous.
• Strong attention to detail and organizational skills.
• Ability to handle multiple tasks and prioritize effectively.
• Must possess or be willing to obtain a Property and Casualty Insurance License.
• Excellent communication skills, both verbal and written.
• Experience with administrative tasks such as data entry, receptionist duties, and e-filing.