Mountain West Insurance & Financial Services, LLC · 5 hours ago
Administrative Assistant
Montrose, CO
Full-time
Onsite
New Grad, Entry Level
$18/hr - $24/hrMountain West Insurance & Financial Services, LLC is dedicated to delivering peace and empowering potential. The Administrative Assistant is responsible for providing a positive initial experience for clients, managing administrative tasks, and ensuring the smooth operation of the office.
Insurance
Responsibilities
Greet and assist clients, both in person and over the phone, ensuring a positive and professional experience
Manage incoming calls, direct inquiries to the appropriate department, and provide accurate information as needed
Perform essential clerical duties vital for the smooth functioning of the agency's office and business, such as delivering messages, handling limited cashier duties, and updating lists and records
Stock supplies as necessary to support the daily operations of the office
Maintain the appearance of the waiting area to ensure a welcoming atmosphere
Coordinate the scheduling of conference rooms for meetings and appointments
Actively participate in and attend various meetings, conferences, and workshops as directed or scheduled
Electronically retrieve insurance notifications, including policies, endorsements, and all other items related to client accounts
Qualification
Required
Proven experience as an administrative assistant or in a similar role
Ability to maintain confidentiality and handle sensitive information
Exceptional customer service and interpersonal skills
Proficient in filing, keyboarding, secretarial, and general office clerical tasks
Efficient use of computer data and office equipment
Proficient in MS Office suite and general office software
Strong organizational and time management skills, with the ability to prioritize tasks effectively
Demonstrated ability to manage multiple projects simultaneously and meet deadlines
Commitment to seeing work projects through to completion
Self-motivated with meticulous attention to detail
Ability to work collaboratively in a team environment as well as independently
Strong interpersonal skills with the ability to handle conflict resolution effectively
Possess strong reasoning and problem-solving skills
Pays attention to detail and maintains a high level of accuracy in tasks
Excellent written and verbal communication skills
Maintain honesty and integrity at all times
Preferred
Knowledge of insurance terminology and processes is a plus
Bilingual Preferred
Benefits
Medical
Dental
Vision
401k with company match
Paid Time Off (PTO)
Company
Mountain West Insurance & Financial Services, LLC
Mountain West Insurance & Financial Services, LLC is an independent agency offering both insurance and financial service solutions in Colorado and over 30 states across the US.
Founded in 1998
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sue Voloshin
CFO
Todd A Hayes
President & Chief Operating Officer
Company data provided by crunchbase