Job Summary

• Perform client data entry into the agency management system for updated applications and utilize Indio for renewal and other processes.
• Issue or oversee the issuance of certificates of insurance, evidence of property insurance, automobile ID cards, and process endorsements and audits.
• Handle routine phone calls, provide coverage for Client Managers, and assist with special projects, word processing, and Excel tasks as instructed.

Matching Summary

Salary

Base: $60,000 - $65,000 USD; Bonus/Equity: Annual Performance Bonus, Stock Purchase; Benefits: Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development

Skills & Requirements

Key Requirements

• Minimum 1 year office or administrative experience
• Strong written and verbal communication skills
• Ability to manage time, prioritize, and work independently

Work Rights