Administrative Assistant

Financial services company is seeking an organized and proactive Administrative Assistant to join our organization. You will support our staff with clerical duties including running quotes preparing proposals mailing correspondence to our clients answering phones data entry and organizing electronic files. The focus of this position is on producing high quality detailed work based on established standards guidelines and procedures. We prefer candidates who have some administrative support experience but we are willing to train the right person.

This is a full-time position in our office in Houston TX.

Administrative Assistant Duties and Responsibilities

• Support multiple members of our case management team with clerical tasks
• Must have the ability to multi-task and meet changing deadlines
• Answer phones in a professional manner and direct calls to appropriate persons or take detailed messages
• Type out paper and electronic correspondence and prepare outgoing mail and packages
• Monitor and maintain office equipment and supplies
• Sort and distribute incoming mail.

Administrative Assistant Requirements and Qualifications

• High school diploma or equivalent
• 1 years of experience as an administrative assistant a plus

Superb written and verbal communication skills Proficient with Microsoft Suite and common office equipment

• Excellent customer service and communication skills
• Self-starter who works well independently and in a structured environment with high pressure situations
• Strong time-management skills and multitasking ability

If you have the above qualifications desire to become a valued technical expert and can deliver quality work on a consistent basis please forward your information:Jennifer White Executive Vice President Sage Settlement Consulting Phone: Fax: 11044 Research Blvd Suite B-415 Austin TX 78759

Requirements

Responsibilities:

• Primary back-up for receptionist when out of the office or away from desk
• Submit premium checks to the life companies
  • Receive premium checks incorporate office
  • Advise Case Manager of premium receipt
  • Scan copy of premium check
  • Prepare premium transmittal letter (Commission Invoice Premium Remittance Form etc. if applicable)
  • Prepare overnight shipping package
  • Upload premium check transmittal letter and shipping confirmation
  • Confirm premium received matches input in system and update if necessary
  • Enter premium received date
• Process age rating requests
  • Review medicals provided by clients
  • Submit medical records to the life companies
  • Collect all age ratings from life companies
  • Enter age ratings in Salesforce
  • Save to file on the server
  • Send email to the case manager when all rated ages are received.
  • Monitor faxes for future RAs that may come in at later date and advise the Case Manager and note any reference to a co-broker if included on an updated RA
• File set-up/Open cases in Salesforce at the direction of the Case Managers
• Upload documents and updating case info in Salesforce
• Follow-up on documentation at the direction of Case Managers
• Submit documents to the life companies at the direction of the Case Managers
• Review and prepare policies for delivery to client
• Close Files in Salesforce ensuring Policy Numbers Beneficiary Designations etc. are listed and that premium copy document copies etc. are uploaded
• Run and review quotes at the direction of Case Managers
• Assist with drafting documents at the direction of Case Managers only when necessary
• Process Change of Address Beneficiary Direct Deposit etc. requests and obtain confirmation of update being processed by Life Company
• Regularly reach out to Case Managers to offer assistance
• Shop quotes with the life company software and request daily rates at the direction of the Case Managers
• Enter co-broker office information in Salesforce at the direction of the Case Managers
• Other tasks necessary to maintain Case Management Department

Required Experience:

Junior IC