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About the Role
Personal Risk Management Solutions is seeking a motivated and detail-oriented Entry-Level Clerical Associate to provide comprehensive support to senior team members and ensure a high level of customer service. This role is integral to our service team and offers an excellent opportunity to start a career in the insurance industry.
Responsibilities
- Assist senior team members with administrative duties, including preparing and proofreading documents, reports, and correspondence.
- Maintain organized client filing systems electronically.
- Handle incoming and outgoing mail, including email and packages.
- Perform data entry and maintain accurate records.
- Assist clients, trusted advisors, and vendors in a professional and friendly manner.
- Respond to customer inquiries via phone and email, resolving issues or directing them to appropriate personnel.
- Process billing and other service-related requests.
- Obtain and create client documents from Insurance Company partners.
- Maintain a high level of customer satisfaction by providing timely and accurate information.
Requirements
- Bachelor’s degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
- Previous administrative or customer service experience is a plus but not required.
- A “people person” with superior client service orientation and attention to detail.
- Strong organizational skills with the ability to manage multiple tasks and priorities.
- Adaptability to a changing environment.
- Professional demeanor with a customer-focused attitude.
- Ability to work independently in a fast-paced environment, as well as part of a team.
Skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent written and verbal communication skills
Location
- Midtown, NY
Work Type
- Full-Time
Experience Level
- Entry-Level
Education Level
- Bachelor's degree
Salary/Compensations
- $50,000—$55,000 USD
About the Company
- Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families.
Equal Opportunity
- Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.