Office Assistant - Bradford

Burns Burns Associates Inc; Bradford (PA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Burns and Burns Insurance seeks an Office Assistant to service a designated client group, support agents, and process policy changes. The role focuses on delivering excellent customer service and accurate document handling in a busy office environment.

The position emphasizes independent work within a team, periodic client calls, and collaboration with administrative staff to ensure timely processing and customer satisfaction.

Qualifications

• Education: High school diploma or equivalent.
• Experience: Insurance & notary experience a plus.
• Excellent customer service and communication skills.
• Strong computer skills and proficiency with standard office software.
• Ability to work in a team and independently as needed.

Responsibilities

• Serve a designated group of customers and handle policy changes and endorsements.
• Support Producers and Senior Account Executives and coordinate document processing.
• Foster new-business opportunities through responsive customer communication.
• Review policies to determine additional coverages prior to renewal.
• Conduct periodic service calls and document customer interactions with insurers.

Skills

Customer service

Communication

Microsoft Office

Phone etiquette

Education

High school diploma

Tools

MS Office

Job description

Job Description

THERE IS NO CEILING TO YOUR SUCCESS!

We are looking to better our company by hiring motivated workers who care about our customers. With a family-oriented office environment, Burns and Burns Insurance is searching for a qualified candidate who is ready and willing to learn how to best serve our clients. The Office Assistant is responsible for servicing a designated group of customers, providing support to Customer Service Representatives, Producers and/or Senior Account Executives as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

PRIMARY RESPONSIBILITIES AND DUTIES

• Service a designated group of customers, manage and process customer requests including changes to policies, review billings, account reviews, and endorsements.
• Coordinates processing of the necessary documents with the Administrative Assistant.
• Provides support to producers and/or Senior Account Executives: should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty.
• Reviews assigned policies to determine if additional coverages should be solicited prior to renewal
• Conducts periodic service calls for designated customers.
• Documents all conversations with customers and/or insurers relative to exposures and coverages.

SECONDARY RESPONSIBILITIES AND DUTIES:

• Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Able to work independently with minimal supervision while working in a team environment.
• May be expected to attend industry-specific seminars and training, as needed.
• Other duties, as assigned.

Requirements

• Education:High school diploma
• Experience:Insurance & notary experience a plus.
• Excellent customer service skills.
• Performs duties by complying with agency’s established procedures.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills