Administrative Assistant

Administrative Assistant

Administrative Assistant is a supportive role in our office. The responsibilities include managing and distributing information among co‑workers, answering phones, and setting up tasks for office functions to be completed.

• Answer and direct phone calls
• Write and distribute mail and email correspondence, letters, faxes and forms
• Help maintain the online filing system in our agency management system
• Provide general support to visitors and guests to the office
• Act as a point of contact for new and existing customers
• Handle admin requests and queries from management
• Organize and schedule calls, appointments and job functions for sales and service reps
• Provide assistance to the sales and service teams by managing general administrative duties

Ultimately, the Admin Assistant should ensure the efficient and smooth day‑to‑day operations from sales to service operations and be the liaison between the two.

Successful Administrative Assistance are effective communicators who speak clearly and are personable when welcoming new clients in person or on the phone. They use proper grammar and put people at ease when they’re on the phone or speaking one‑on‑one in person.

A successful admin will want to use the position to gain a promotion, obtain an insurance license and further their career in the company.