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Katalyst Systems Impact · 1 day ago

Insurance Office Administrative Assistant

Cedar Rapids, Iowa, United States

Full-time

Onsite

Mid Level

3+ years exp

Skogman Companies is partnering with Katalyst Systems Impact to find a hands-on Insurance Office Administrative Assistant to join their growing insurance agency in Cedar Rapids, IA. This position serves as the first point of contact for clients and plays a key role in providing administrative, operational, and customer service support to the team.

ConsultingCorporate TrainingEducationTraining

Responsibilities

Greet clients and serve as the first point of contact for the agency

Answer phone calls, emails, and other correspondence

Document and track client communications

Send daily cancellation notices

Provide customer service support for Commercial Lines and Personal Lines as needed

Maintain a working knowledge of all agency procedures and workflows

Coordinate office activities to ensure efficiency and compliance with company policies

Track office supply inventory and place orders as needed

Assist colleagues and leadership with special projects and administrative needs

Track education, training, and development records to support staff licensing and compliance

Support required agency audits and documentation

Maintain accurate records related to internal processes and procedures

Assist accounting with commission processing and related administrative tasks

Manage company downloads and download reporting

Become proficient in multiple agency software platforms

Prioritize workload and adapt to shifting deadlines and daily needs

Demonstrate a strong commitment to learning and understanding the insurance industry

Qualification

Insurance experienceApplied Epic (AMS360)Customer service skillsOrganizational skillsMicrosoft WordMicrosoft ExcelMicrosoft OutlookMulti-taskingCommunication skillsAttention to detail