Systems Administrator Administrative Assistant

Benefits

• Competitive salary
• Opportunity for advancement
• Training & development

The Systems Administrator / Administrative Assistant will be responsible for data entry, IT installation and troubleshooting, and customer service. You will assist producers and CSRs by managing the agency management systems (AMS
360) (Commercial/Personal Lines/Life and Benefits Accounts).

• Customer Services: answer phones and greet customers.
• Manage AMS
  360 to ensure all reporting is accurate and that all policies are entered from Agency Zoom.
• Manage Agency Zoom to ensure that producers enter in all their premium sales into the system.
• Manage Quick Books to ensure that the Agency’s bank reconciliations are done on a monthly basis.
• Manage the accounts, notes, and passwords in the Bitwarden password storage system on a daily basis.
• Enter the producers’ policy premiums into AMS
  360 to generate their commission reports on a monthly basis.
• Enter in the producers’ commission policies into AMS
  360 on a daily basis before commissions.
• Maintain IVANS downloads in AMS
  360, and authorize the downloads every day.
• Process and review insurance documentation, and ensure all documents are complete.
• Take payments from customers, and process them through the ePay portal, the BILL portal, or the specific payment portal that their policy dictates.
• Serve as a backup for other jobs as necessary.
• Help producers and CSRs with any questions they have regarding AMS
  360 and Agency Zoom.
• File and maintain customer insurance files. This information is personal and confidential.
• Apply and renew any Insurance Licenses the producers and CSRs have in both their resident and non-resident states.
• Handle both the search process and the onboarding process for new insurance carriers.
• Complete and submit applications and related documentation to appropriate insurance markets.
• Identify and develop insurance prospects and appropriate markets.
• Create and maintain client or prospect lists.
• Schedule staff meetings for the entire agency in Microsoft Outlook on a monthly basis.
• Schedule onboarding meetings with insurance carriers on behalf of the entire agency in Microsoft Outlook.
• Prepare, request, and send binders to insureds.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Retention and Continuous Marketing: explain coverages and exclusions and document explanations in AMS
  360 for future reference.
• Work with clients to ensure limit and coverage adequacy.
• Provide needed information and clarifications about clients to company personnel, and document system by transaction date.
• Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.
• Assist producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
• Review appropriate policy change requests and other account activity.
• Document automated file as appropriate. Use each client contact as an opportunity for coverage review and marketing of needs covered.
• Recommend and help insureds carry out loss control programs, independently and with company loss control staff.
• Contact insureds to assist in collecting past due premiums or audit amounts.
• Retain assigned percentage of accounts at each renewal.
• Continue to develop relationships with the insured.
• Accept and handle any duties/prospects as assigned by agency management.

• Participate in sales meetings.
• Identify training needs with assistance from managers. Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly.
• Read and interpret technical manuals and insurance information from carriers, vendors, publishers, etc.
• Organize staff events.
• Order food and catering for events.
• Maintain office supply inventory.
• Install new office hardware such as monitors, printers, computers, phone systems, Bluetooth accessories (like keyboards), etc.
• Fix hardware and software issues for any computers or printers that malfunction.
• Mail out checks to insurance carriers, banks, or clients that we need to pay.
• Mail out important documents to insurance carriers and clients…