Client Services & Administrative Specialist

PayneWest Insurance

Sidney (MT)

On-site

USD 36,000 - 48,000

Full time

5 days ago
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Benefits offered by this job

Competitive pay
Salary thresholds honored locally
Performance-based incentives
Profit sharing
Benefits package (paid leave, medical,
401K savings
Wellbeing programs

Job summary

Seitz Insurance, now part of the Marsh McLennan Agency family, seeks an administrative associate to deliver premier client service and support. You will be the first point of contact, handling calls, greeting clients, maintaining records, and coordinating daily office operations with integrity and teamwork.

The role emphasizes accuracy, responsiveness, and professional conduct, contributing to team goals while upholding the company values of accountability, balance, excellence, integrity,

Qualifications

  • Frontline communications: answer phones, direct calls and greet walk-in clients.
  • Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
  • Update customer information: keep accurate, up-to-date records on customers in our agency management system.
  • Process communications: daily incoming and outgoing mail, including overnight mailings; handle incoming checks; provide early- and late-capture scanning; and deliver faxes to employees.
  • Office organization: order office-related supplies. Keep commonareas clean and well organized, including the reception area, conference rooms, work rooms, file/mail room, supply areas, etc.
  • Maintain office equipment (phones, voice mail, copy/scan machines, etc.): keep machines filled with paper and toner,troubleshoot, call for repairs if necessary, and help others as needed.
  • Orientations: handle new colleague office orientations, as requested.
  • Plus: you’ll follow organization policies and procedures and established workflows. Perform additional duties as needed.

Responsibilities

  • Serve as frontline contact for clients and colleagues.
  • Ensure accurate record-keeping in the agency management system.
  • Coordinate mail, payments, and document deliveries.
  • Maintain a tidy, organized office and reception area.
  • Assist with orientations and onboarding of new staff.

Job description

Seitz Insurance, now part of the Marsh McLennan Agency family, seeks an administrative associate to deliver premier client service and support. You will be the first point of contact, handling calls, greeting clients, maintaining records, and coordinating daily office operations with integrity and teamwork.

The role emphasizes accuracy, responsiveness, and professional conduct, contributing to team goals while upholding the company values of accountability, balance, excellence, integrity,

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