
Insurance Administrative Assistant
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Job Description
SUMMARY: Responsible for providing positive contact experience between public and agency personnel, whether through telephone contact or in person. Create a positive first impression on callers and visitors alike. This position will also be required to obtain their Property and Casualty and/or Life and Health insurance license(s) within six (6) months of hire.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
- Greet visitors, announce to Agency staff member
- Direct/escort visitors to appropriate Agency staff member
- Engage visitors waiting to be seen by Agency staff member
- Oversee reception area
- Direct incoming and interoffice calls to appropriate Agency area/personnel
- Accurately record and deliver messages for Agency staff members
- Supply information to callers
- Perform clerical duties as assigned
- Place telephone system into various modes to ensure acceptable customer service per guidelines
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
- High school diploma or general education degree (GED)
- Minimum one (1) year experience using a multi-line phone system and customer service experience
- Hold Property and Casualty and/or Life and Health insurance license(s) or obtain license(s) within six (6) months of hire.
- Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
- Ability to clearly and effectively communicate both verbally and in writing
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran