General responsibilities

The responsibility of the Administrative Support position is to serve as the primary contact for customers and policy owners and assist with work as needed. Specific responsibilities include but will not be limited to:

• Greet visitors and direct them appropriately
• Answer, screen and record telephone calls
• Maintain telephone system and agency directory
• Train new personnel on how to use the phone system
• Process incoming and outgoing mail; deliver outgoing mail to Post Office
• Maintain the reception area
• Make copies, send and distribute faxes and maintain copy and fax machines
• Maintain inventory and order office supplies as needed
• Answer basic policy owner/policy benefit questions
• Act as administrative support for financial representatives/staff as needed
• Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
• Cross-train in other support roles
• Follow mail compliance – policies and procedures
• Deposit client checks
• Remove some phone

Insurance and Investment Administrative Support

• Collect and input client meeting notes
• Maintain compliant electronic client files, complaint files and check and order logs
• Manage underwriting process which includes providing, or collaborating with others to provide:
• Pre-filling applications
• Pre-checking applications for completeness and accuracy
• Submitting applications
• Scheduling requirements and medical exams
• Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
• Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
• Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
• Prepare and manage client communications

Qualifications

It is recommended that the Administrative Support position have the following qualifications:

• Basic computer and Microsoft Office experience
• Multi-line phone experience preferred
• Filing skills
• Customer service experience strongly preferred
• Ability to handle detailed work with high degree of accuracy
• Excellent interpersonal skills
• Experience in problem-solving
• High level of organizational skills
• Excellent written and oral communication skills
• Professional office skills
• Ability to take independent action to make sound decisions
• Ability to multi-task
• Ability to be flexible and open-minded
• Ability to work effectively with people at all levels

Job Type: Full-time

Pay: $48,000.00 - $58,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Bellevue, WA 98004: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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