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Administrative Assistant

Burlington, WI 53105-

Post Date: 06/08/2018 Job ID: 10280 Industry: Administrative
Job Summary: The Administrative assistant performs the essential functions of the position, which include answering all incoming calls, various duties to support the Personal Lines and Commercial Lines Account Managers, and other job duties at the direction of management.


  • Greet, screen and route all phone calls and visitors to appropriate personnel within the Agency.

  • Wait on walk-in customers, accepting payments and giving receipts. Direct to proper CSR when customer has questions/changes on their policies.

  • Balance Petty cash weekly.

  • Maintain office supplies by checking inventory and order items monthly.

  • Responsible for locking cash drawer each evening.

  • Switch phones over to Auto-attendant.

  • Run Close Day

  • Runs Company download .

  • Prepares files and policies for mailing or delivery as necessary.
  • Binds proposals and prepares renewal policies for delivery.
  • Completes scanning for Account Managers.
  • Merge letters from the agency management system for specific clients. Generate memos, emails and reports when appropriate.
  • Attaches correspondence to the client record in the agency management system.
  • Assists with certificates of insurance, binders and evidence of property insurance as necessary.
  • Forwards fax s for agency.
  • Send out Thank you notes to new customers.
  • Add KP duty schedule to Public Calendar and kitchen calendar.
  • Add all holidays to Public Calendar, make holiday office closure signs for entrance and add holiday message to phones.
  • Program phone changes.
  • Shop for Groceries and soda for office.
  • Water plants.
  • Assist the Benefits department during their busy season.
  • Perform other functions at the request of management.

Knowledge, Skills and Abilities:
  • Minimum of High School education.
  • Effective communication skills, organizational skills, and ability to respond to requests effectively and efficiently.
  • Understanding of agency operations.
  • Understanding of agency workflow procedures, underwriting, sales and service processes.
  • Ability to carry out detailed written or verbal instructions with multiple concrete and abstract variables.
  • Ability to perform 70% sedentary work, exerting up to 20 pounds of force occasionally, and exert negligible force, frequently or consistently, to move objects, including the human body. May be asked to exert up to 30 pounds of force periodically, as needed.
  • Field of vision must be adequate to observe up and down or right to left while eyes are fixed on a given point.
  • Ability to process written and other materials visually.
  • Physical efforts required include fingering, repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects under 10 pounds frequently, and climbing occasionally.
  • Requires ability to receive detailed information through oral communication, perceiving the nature of sounds with no less than a 40 dB loss at 500 Hz, and 2000 Hz without correction.

Working Conditions:
  • High-pressured, fast-paced environment with significant disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
  • This job description is intended to describe the level of work required by the person performing the work of the position and physical requirements normal to the position. Principal duties outlined are the essential responsibilities; other duties may be assigned, as needs arise or as required to support principal duties.
This description is not intended as a contract and is subject to change and revision, as needs arise. Any written contractual agreements will supersede this job description. All requirements may be modified reasonably to accommodate physically or mentally challenged staff members
Halpin Staffing Services provides great jobs with desirable employers in Southeast Wisconsin and Northeast Illinois. Find your next position in accounting, finance, engineering, HR, marketing/sales, administration or light and heavy industry. We’ve got flexible scheduling options and competitive benefits available! Apply today or visit us at halpinpersonnel.com!

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