Administrative Assistant

bellbank; Peoria (AZ); On-site; USD 36,000 - 52,000; Full time

Job summary

Bell Bank is seeking an administrative assistant to support clerical and office operations for the agency. The role includes reception duties, tracking licenses, managing continuing education notifications, and maintaining carrier appointments.

You will coordinate mail for remote staff, assist with events, and help test workflows, update procedures, and assign training plans. Strong Microsoft Office, data entry, and customer service are essential.

Qualifications

• 0-2 years of relevant experience.
• 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.

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.

Skills

Microsoft Office

Data entry

Customer service

Communication skills

Multitasking

Tools

Microsoft Office

Job description

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 them 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.