Job Description

SUMMARY: Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the US and continue to grow every month. To fuel that growth we have another exciting opportunity as an Administrative Assistant with Frank H Furman Inc., an Acrisure Agency Partner. The Administrative Assistant provides supportto the Management Team, Producers and Account Managers. The Administrative Assistant is also responsible for coordinating and implementing the required clerical and word processing functions of the office, to generate accurate and timely work product and to assist in the maintenance of files in all phases of activity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Perform typing duties as required, including preparation of proposals and various correspondence
• Database Management (AMS360/Worksmart)
• Data Entry
• Export reports from (AMS360) customer database and edit spreadsheets using Microsoft Excel
• Answering phones and directing calls in a professional manner
• Receptionist duties as required
• Document conversion to Adobe format as required
• Manage and update Adobe Acrobat based web applications
• Prioritize workflow to meet deadlines

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

COMPETENCIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

• High School Diploma or the recognized equivalent is required
• Minimum of 3 years previous clerical/administrative experience in a professional office setting is required
• Minimum 2 years' insurance experience is preferred

COMPUTER SKILLS:

• Proficiency in MS Word, Excel, Outlook, Internet, Adobe Acrobat and PowerPoint;
• Knowledge of customer database programs (Applied/TAM Experience is helpful)
• Minimum 60 wpm typing speed

OTHER QUALIFICATIONS:

• Strong Attention to Detail and Proofreading Skills
• Ability to produce high quality work in a fast paced environment
• Work as a team member to achieve department goals and overall company goals
• Strong multi-tasking, organizational, communication and grammatical skills
• Ability to work independently of continuous supervision and stay focused on the project at hand
• Ability to take direction and/or constructive criticism well
• A positive outlook and desire to learn and grow with the organization

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20lbs.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office
• Open layout, desks with stand-up option
• The noise level in the work environment is usually moderate

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