Administrative Assistant

This position will assist with a variety of clerical and administrative duties for efficient operation of the agency.

Responsibilities

• Reception desk support.
• Track producer and agency insurance licenses.
• Manage continuing education notifications to licensed employees.
• Maintain carrier producer appointments.
• Coordinate mail and paperwork for remote employees.
• Assist with agency-wide events and organize volunteer opportunities.
• Assist with testing current workflows/procedures, maintaining the procedure manual, auditing workflows/procedures and assigning training plans as needed.
• Assist in general office duties as requested and needed.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• 0-2 years of relevant experience.

Knowledge, Skills, and Abilities

• Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.