Administrative Assistant
Forth Insurance
Your Career. Your Story. Let's Write the Next Chapter Together. At Forth Insurance, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Job Description Responsible for creating a positive first impression by warmly greeting visitors and efficiently managing and routing incoming communications (phone calls, mail, faxes, and deliveries) with professionalism, accuracy, and discretion. Monitors switchboard and answers, assesses, and directs incoming calls to appropriate personnel. Greets visitors, evaluates needs, and contacts appropriate personnel to assist. Accepts, processes and promptly distributes incoming deliveries (i.e. FedEx, UPS, Mail, etc.). Prepares all FedEx labels for shipping. Opens, sorts, stamps and prepares incoming mail for inner office distribution. Accepts, weighs, applies postage and prepares outgoing mail for pickup by courier. Monitors mail equipment for proper postage and supplies and notifies accounting or courier as needed. Working knowledge of the agency's management system client locator and attachment routing. Monitors and distributes incoming faxes through agency management system fax router. Separates and scans documents to various personnel through use of barcodes in agency management system. Opens, stamps, and logs all checks received. Maintains monthly check log and submits to accounting at the end of each day. Assures front office/reception area is clean, free of clutter, broken, frayed, or damaged furniture, fixtures or other materials. Provides a professional and cordial environment at all times. Backs up courier for post office mail pickups and drop offs. Maintains and updates Front Office Procedures Manual and ensures all backup personnel are trained. Supervisory Responsibilities This job has no supervisory responsibilities. Skills - To perform the job successfully, an individual should demonstrate the following skills: Computer Skills To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel. Ability to use basic office machines. Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bancorp. Other Skills and Abilities Excellent grammar and verbal skills. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Qualification for this role is based primarily on demonstrated capability in client service, administrative support, attention to detail, organization, and a willingness to learn. Certificates, Licenses, Registrations Property and Casualty or Life and Health insurance license (as applicable) obtained within the first six months of employment. Physical Demands While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position operates in a professional insurance environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is typically performed in a corporate office setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives. Expect a fast-paced, supportive atmosphere where your ideas are heard, and your contributions make an impact. This role may occasionally require travel. Our Hiring Process The following pre-employment screenings will be completed after a conditional offer of employment has been accepted: Criminal Background check Credit check Fingerprint check Drug Screen OFAC check Reference check Employment verification Education verification Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Forth Insurance
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