Administrative Assistant

Job Description:  Administrative Assistant                           Reports to: Company President
 
Position Summary:
Manages billings, receives payments, and deposits for the company. Processes and reviews offerings of personal lines submitted by producers, including: farm owner coverage (farm dwellings, outbuildings, grain systems, and equipment), farm fire, homeowners, dwelling fire, tenants/condominiums, inland marine, mobile homes, builder’s risk, commercial, and liability.  Reviews and takes appropriate action on binders and delinquent reports; also maintains correspondence files. Reviews all correspondence, daily reports, and endorsements. Serves as consultant to production, rating, and claims adjusting as required.
 
Work Relationship and Scope:
Reports directly to the Company President. Works as needed with policy holders and agents.  May also work with Board of Directors at the request of the Company President and/or Chairman of the Board. This position deals with confidential information in the form of policies, policyholder information, agent commissions, and claims.
 
Performance Dimensions:    

• Must maintain the integrity of confidential information.
• Must maintain the quality, accuracy, timeliness, and reliability of all work performed.
• Must promote the teamwork concept.
• Must have customer service skills.

 
Essential Functions:

• Manage all billings.  Advance billings managed and processed thirty days in advance; review all policies for changes, verifying appropriate discounts and surcharges. Print and assemble all bills and declaration pages to agents and mortgagees.  Process endorsement changes and verifications as necessary
• Process new business by verifying agents have complied with the Underwriting Manual in regards to rates and guidelines and enter new policy information into the software system.  Process billing and declaration pages; include all applicable forms for the insured.
• Process endorsements; enter policy changes into software system.  Forward applicable declarations/billing to the insured, agents, etc.
• Process cancellations within the software system and determine necessary refunds to be administered.
• Manage daily deposits to include documentation of entries.

Knowledge, Skills, and Abilities:

• Prefers a General Associate Degree in Business Administration or equivalent field, or five (5) years related experience and/or training; or equivalent combination of education and experience.
• Prefers experience in property & casualty insurance.  Property and Casualty license in the State of Wisconsin is recommended. Requires the ability to practically apply knowledge.
• Proficient with Microsoft Office (Word, Excel, Outlook) and a demonstrated proficiency when utilizing internet software to gather and research information.
• The ability to plan, prioritize, and effectively organize work; work effectively under time deadlines; analyze problems (not just symptoms); propose reasonable solutions; make logical decisions; carry out decisions made; and follow-up with feedback when appropriate.

 
Work Conditions:      
Work is generally performed in an office environment.  Hours of work will generally be during regular business hours and will average at least 36 hours per week.  There will be some variation in work hours due to employee’s schedules, special projects, deadlines, and other concerns.  Occasional travel is required for business and/or education.  Occasional lifting, bending, and standing are required.  Frequent sitting is required.
 
Equipment Used:

• Personal Computer
• Phone
• General office equipment; including copier, fax and scanner

 
This is a permanent full-time position with competitive pay and negotiable benefits, including health and dental insurance.  Office hours are Monday- Thursday, 8:00 am – 4:30 pm and Friday, 8:00 am – 3:00 pm.
 
You can apply for this position by replying to this ad by May 20, 2025 with your resume and cover letter.  Please send to vicki.kearney@merrimaclodimutual.com.