Administrative Assistant
Frank Winston Crum Insurance, Clearwater, FL, United States
The Role You'll Play
Answers incoming calls (primary person) and transfers to appropriate person in the department or assist the client if the inquiries are not complex.
Categorizes emails in the shared Outlook inbox properly and timely.
Reviews requests from the InsurLink program and sets up clients for the program, and/or answer questions.
Reviews PEO new cases and if it’s a client of FCIA, assign the service person to assist.
Downloads documents from various carriers’ websites and emails them to FCIA for the Team to address.
Reviews all incoming mail and takes appropriate actions with stamping and scanning as necessary.
Processes return mail by following our agency’s procedures.
Processes certificates associated with Only and Automatic.
Quotes online with various carriers and email to assigned employee to address with the client.
Runs monthly expiration report and adds the calendar appointment to each Servicer’s calendar per our procedures to follow-up on upcoming renewals.
Sends DocuSigns for Crum & Forster renewals.
Contacts current clients to follow-up on paying FCIA for the additional premium endorsements and audits (agency bill policies).
Contacts AFCO to request quotes to add Additional Premium associated with audits and endorsement to current contracts per our procedures.
Enters data into the FCIA system.
Performs other duties as assigned.
Attributes We Seek
Keys to success in this position include having one year of clerical or administrative experience and a high school diploma or equivalent.
Competitive Benefits
Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education BenefitProgram at the IRS Maximum allowance
PTO cash out
Tickets at Work
Alero Financial and its robust credit union benefits program
Employee and client referral bonus programs
Disaster Relief Fund for employees
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy‑related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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Answers incoming calls (primary person) and transfers to appropriate person in the department or assist the client if the inquiries are not complex.
Categorizes emails in the shared Outlook inbox properly and timely.
Reviews requests from the InsurLink program and sets up clients for the program, and/or answer questions.
Reviews PEO new cases and if it’s a client of FCIA, assign the service person to assist.
Downloads documents from various carriers’ websites and emails them to FCIA for the Team to address.
Reviews all incoming mail and takes appropriate actions with stamping and scanning as necessary.
Processes return mail by following our agency’s procedures.
Processes certificates associated with Only and Automatic.
Quotes online with various carriers and email to assigned employee to address with the client.
Runs monthly expiration report and adds the calendar appointment to each Servicer’s calendar per our procedures to follow-up on upcoming renewals.
Sends DocuSigns for Crum & Forster renewals.
Contacts current clients to follow-up on paying FCIA for the additional premium endorsements and audits (agency bill policies).
Contacts AFCO to request quotes to add Additional Premium associated with audits and endorsement to current contracts per our procedures.
Enters data into the FCIA system.
Performs other duties as assigned.
Attributes We Seek
Keys to success in this position include having one year of clerical or administrative experience and a high school diploma or equivalent.
Competitive Benefits
Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education BenefitProgram at the IRS Maximum allowance
PTO cash out
Tickets at Work
Alero Financial and its robust credit union benefits program
Employee and client referral bonus programs
Disaster Relief Fund for employees
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy‑related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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