Administrative Assistant- in fast pace Insurance Office, challenging but fun place to work.
ADMINISTRATIVE ASSISTANT (Former Employee) – Sandy, UT – October 1, 2013
Typical day-Administrative Assistant --Receptionist/Front office greeting clients. Schedule meeting room for appointments.
Obtaining incoming mail, logging and distributing. Preparing outgoing mail-ground and UPS. Assessing office supplies, ordering when needed. Creating excel reports for agents, expense reports, check log reports, and check destruction. Process inbound checks using the MIDAS system.
Scrub New Applications from agents for completeness. Effective communication to all agents on outstanding information for their applications via, phone, email and standard mail.
Work with underwriters to process applications in timely manner.
(Life Ins, Health Ins, Long Term Care Ins, Disability, Annuity, Mutual Funds and sourced out applications to other Insurance Companies).
Creating files and ongoing filing. Making copies for agents, faxing and scanning documents.
Locking up office at end of day.
i loved learning about the insurance industry.
seeing so many agents leave company due to hard market to make money.