Executive Assistant to the Vice President

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Job Title: Executive Assistant to the Vice President

Mitchell Agency is a full-service insurance brokerage. Comprised of knowledgeable agents who demonstrate a passion for delivering unparalleled service, we will provide a full understanding of terms, conditions and exclusions on your policy and provide in-depth information on risk and hazard exposures in your industry. We offer Property & Casualty and Life, Health & Disability Insurance coverage, along with Surety and provide strategic consulting for Municipalities, Businesses, and Individuals. We are committed to building relationships one policy at a time while protecting what matters most.

The Executive Assistant to the Vice President will be responsible for data entry, customer service and collecting, tracking and reviewing documentation for Life & Health, Property and Casualty Insurance as a support to the Executive Vice President (EVP). Works as a liaison between the EVP and other Agencies and employees. Position will be based out of Saratoga Springs, NY office.

Duties and Responsibilities:

• Customer Services to include answering phones, greeting customers.
• Process and review insurance documentation and ensure all documents are complete.
• Work as a liaison between EVP and Agency personnel to ensure the proper flow of requests.
• Take payments from customers and process through Remote Deposit System.
• Maintain office supply inventory.
• Serve as a back-up for other jobs as necessary
• Gain in-depth and thorough understanding of Life & Health insurance and P&C.
• File and maintain customer insurance files. This information is personal and confidential.
• Travel may be required.

Qualifications/Requirements:

Education: High school diploma required.

Experience: Exceptional Administrative skills are needed, in addition to at least one year of progressive work experience in an Insurance institution, or other like position. Strong computer skills with experience in automated systems required.

Personal requirements: Requires an individual with strong organizational ability who manages time and priorities well. Ability to be precise and accurate. Must communicate effectively, both verbally and in writing. Assertiveness with a tactful, direct approach is necessary. Possess the ability to exercise critical thinking, problem solving and judgment. Must work well independently and as a member of the Mitchell Agency Insurance team. Must maintain strict confidentiality at all times, both in and out of the workplace. Must meet company insurance carriers MVR requirements.

Physical Requirements/Working Conditions:

• Occasional lifting up to ten lbs.
• Must be able to work in a climate controlled, office environment.
• Vision must be good or corrected to normal to perform normal job duties.
• Hearing must be good to have the ability to understand information to perform job duties.
• Ability to read and write in English in order to process paperwork and follow up on any actions necessary.
• Sitting for extended periods of time.

Manual dexterity needed for keyboarding and other repetitive tasks.

Mitchell Insurance Agency is an Equal Opportunity Employer

This job description is not intended to limit the responsibilities on an employee assigned to this position to those duties listed above. The employee is expected to follow any other instructions and perform any other duties requested by the immediate supervisor or company management.