Accounting, Administrative Skills, Calendar Management, Communication Skills, Conference Management, Continuous Improvement, Customer Relations, Customer Support/Service, Data Entry, Detail Oriented, Develop and Maintain Customers, Document Management, Establish Priorities, Financial Services, Insurance, Logistics, Mail Processing, Microsoft Office, Multitasking, Operational Support, Organizational Skills, Presentation/Verbal Skills, Risk, Sales Presentation, Team Player, Time Management, Writing Skills
A leading insurance and financial services organization is seeking an Administrative Assistant to support daily office operations, client service activities, and administrative functions. This role is ideal for a highly organized professional who enjoys variety in their day, thrives in a fast-paced environment, and takes pride in keeping a team running smoothly.
Prior administrative, office support, or customer service experience is preferred.
The Job:
- Serve as the first point of contact for office visitors and incoming phone calls.
- Coordinate conference room scheduling, meetings, and event logistics.
- Support client service teams with administrative tasks, document management, and data entry.
- Maintain and update client and policy information within agency management systems.
- Process incoming payments and assist with accounting-related administrative functions.
- Manage office supplies, mail distribution, and vendor coordination.
- Prepare client presentations, reports, and other materials as needed.
- Assist with special projects and day-to-day office operations.
The Company:
- Industry Leader: Join a nationally recognized organization that helps businesses and individuals navigate risk and protect what matters most.
- Collaborative Environment: Work alongside experienced professionals who value teamwork, service, and continuous improvement.
- Meaningful Work: Play an important role in supporting clients and helping businesses thrive.
- Professional Growth: Opportunity to develop new skills and build a long-term career within a growing organization.
- Comprehensive Benefits: Competitive compensation, strong health and retirement benefits, paid time off, and ongoing learning and development opportunities.
What We're Looking For:
- Strong verbal and written communication skills.
- Excellent organizational and multitasking abilities.
- Customer-focused mindset with a professional demeanor.
- Ability to prioritize competing deadlines and work independently.
- Strong attention to detail and ability to maintain confidentiality.
- Proficiency with Microsoft Office and other business technology tools.
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
M
Martin Grant Associates, Inc.