Case Design Administrative Assistant
Job Title: Brokers Central – Case Design Administrative Assistant Location: 400 Rella Blvd Montebello, NY 10901 Brokers Central is a leading independent wholesale distributor of insurance, linking a network of financial services professionals with products manufactured by more than 30 highly rated insurance companies. Essential Job Functions:- Answer client help desk phone calls and assist caller with on-line life insurance quoting systems and/or transfer incoming calls to appropriate department personnel based on request to assist them promptly and professionally.
- Transmit information received from Regional Specialists, Internal Specialists, and Financial Advisors onto illustration request form for department processing.
- Monitor and prioritize incoming requests to insure smooth movement of workflow through the department and ensure the customer deadlines are met
- Maintain up-to-date library of carrier forms and marketing materials
- Access carrier websites for various elements of information such and forms, applications, marketing materials, product guidelines, etc.
- Input data efficiently and accurately into company database system.
- Organize and maintain department files
- General copy and faxing
- Filing and other general administrative functions as assigned
- Provide administrative support for manager and department team leaders as needed.
- Additional administrative functions as needed for department, as requested.
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to type a minimum of 35wpm accurately
- Proficient use of Standard office equipment
- Demonstrated ability to communicate effectively orally and in writing, thorough knowledge of generally accepted office practices, procedures and equipment plus strong English usage, grammar and vocabulary and spelling skills
- Ability to organize and coordinate work and operate with minimal direction
- Ability to establish and maintain cooperative working relationship with outside contacts and co-workers
- Ability to demonstrate teamwork and prioritize workflow for self and others
- Must be detailed oriented and able to multi task