Administrative Clerk – Mail & Receivables

Foundation Risk Partners; Santa Rosa (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

Foundation Risk Partners in Santa Rosa, CA is seeking an Administrative Clerk - Mail & Receivables to join the George Petersen Insurance team. The role handles daily mail, assists staff with mailing requests, Accounts Receivables, and backs up the Front Desk.

You will sort mail, prepare outgoing mail, scan and route items to Account Managers, process checks and vendor invoices, maintain the mailroom, and support visitors. Prior insurance experience is a plus.

Qualifications

• Possess computer skills and a strong work ethic.
• Dependability is absolutely essential. Ability to multi-task and follow department procedures.
• Be a team player, detail oriented and organized.
• Demonstrates strong customer service skills and maintains a professional presence in a front-office environment.
• High degree of confidentiality required.

Responsibilities

• Receives and sorts the daily mail, prioritizing and separating items for Accounting, HR and personal mail received for employees.
• Properly prepares and ensures all daily outgoing mail is ready to go in a timely manner.
• Accurately locates and scans mail to the correct Account Manager, determining if copies need to be sent to outer offices, provided to in-office Account Managers or filed.
• Maintain documents stored for shredding as described in the department procedures.
• Process & track incoming checks.
• Log, scan and deposit checks.
• Process Vendor Invoices.
• Provide back up for the Front Desk.
• Ascertains the needs of visitors to the mailroom, assisting accordingly.
• Prepare UPS, FedEx and overnight packages for pick-up.
• Keep current on changes in postage prices and packaging requirements.
• Maintain the Check Binder and handle checks as is outlined in the department procedures.
• Provide general maintenance and basic troubleshooting of mailroom equipment.
• Keep mailroom supplies well-stocked and organized.
• Maintain a clean and well-organized mailroom.
• Perform other general and job-related duties and projects.

Skills

Computer skills

Dependability

Team player

Customer service

Confidentiality

Education

Prior insurance experience a plus

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Administrative Clerk - Mail & Receivables to their George Petersen Insurance team in Santa Rosa Metro Region.

Job Summary:

This position is responsible for processing the daily mail, accurately providing copies to staff, assisting staff with their mailing requests and inquiries, Accounts Receivables and backup for Front Desk.

Essential Functions:

• Receives and sorts the daily mail, prioritizing and separating items for Accounting, HR and personal mail received for employees.
• Properly prepares and ensures all daily outgoing mail is ready to go in a timely manner.
• Accurately locates and scans mail to the correct Account Manager, determining if copies need to be sent to outer offices, provided to in-office Account Managers or filed.
• Maintain documents stored for shredding as described in the department procedures.
• Process & track incoming checks.
• Log, scan and deposit checks.
• Process Vendor Invoices.
• Provide back up for the Front Desk.
• Ascertains the needs of visitors to the mailroom, assisting accordingly.
• Prepare UPS, FedEx and overnight packages for pick-up.
• Keep current on changes in postage prices and packaging requirements.
• Maintain the Check Binder and handle checks as is outlined in the department procedures.
• Provide general maintenance and basic troubleshooting of mailroom equipment.
• Keep mailroom supplies well-stocked and organized.
• Maintain a clean and well-organized mailroom.
• Perform other general and job-related duties and projects.

Competencies & Qualifications:

• Possess computer skills and a strong work ethic.
• Dependability is absolutely essential. Ability to multi-task and follow department procedures.
• Be a team player, detail oriented and organized.
• Demonstrates strong customer service skills and maintains a professional presence in a front-office environment.
• High degree of confidentiality required.

Education & Experience:

• Prior insurance experience a plus

Pay Transparency Range

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

$20—$22 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!