Apply on Employer Site

Unison Risk Advisors · 4 weeks ago

Administrative Assistant, Commercial

Cockeysville, Maryland, United States

Full-time

Hybrid

Mid Level

3+ years exp

Unison Risk Advisors is a company that provides essential support to insurance teams through their Administrative Assistant role. The Administrative Assistant is responsible for managing day-to-day administrative tasks, ensuring smooth office operations, and supporting Risk Advisors and Client Managers to improve efficiency and client service.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Provide a high level of service and support to both internal and external clients, effectively managing the expectations of colleagues and clients

Maintain electronic and paper files and records attributed to RCM&D, committees, Executive Board and vendors in accordance with agency policies and procedures

Work within the agency’s management system, Applied Epic

Work directly with carriers to obtain policies, endorsements, audits and cancellations

Comply with E&O Plus, legal, and regulatory requirements as applicable

Create insurance claims guides; review and interpret insurance endorsements

Manage correspondence, schedule meetings, maintain client records, prepare documents, and assist with data entry

Assist in the preparation and/or review of reports and proposals

Backup to receptionist which includes accurately identifying calls and directing to appropriate person; providing information about the agency and/or departments; welcomes and directs visitors

Handle both incoming and outgoing mail and faxes (electronic and paper) appropriately

Manage client certificate of insurance files

Order and maintain supplies for Commercial Lines department

Assist in special or one-time projects as assigned

Additional job duties as assigned