Insurance Services Agency Admin

Will be responsible for auditing and reporting on monthly sales bonus as well as submission to HR. Processes policy downloads, as well as removing duplicates and correcting premium entry if needed. Will coordinate with agents to get credentials from every carrier at new hire and on an “as needed” basis. Employee will add missing coverages back to policies if proper documentation is not received within 30 days of effective date. Will monitor and notify all agents of impending license renewals , track completion of continuing education credits, and renew licenses in a timely manner, while maintaining detailed receipts of each transaction. Each day will submit daily Allstate remittance. Works inbound and outbound mail. Assists with new agent welcome & onboarding. Provides ad hoc reports from agency systems upon request. Special projects as needed. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values. Qualifications High school diploma or equivalent. Minimum of three (3) years of administrative experience in a financial institution. Understanding of insurance services terminology. Advanced knowledge of Microsoft Office software: (Word, Excel, PowerPoint, Outlook, and Access). Advanced knowledge of grammar and attention to detail. Excellent written/verbal communication skills relative to business correspondence and office management. Able to work flexible hours in a high volume, fast-paced environment handling a wide variety of multiple tasks with multiple interruptions while remaining organized and calm. Excellent organization, critical deadline monitoring, and ability to prioritize and expedite requests. Demonstrated self-motivation by managing own work schedule while keeping pace with priorities of the Insurance Services team.