Agency Mail Triage - Operations Assistant

Robert Half

Full-time

Hybrid

Administrative and Support Services

About the position

The Agency Mail Triage - Operations Assistant role at Robert Half involves managing incoming mail, responding to inquiries, and maintaining operational efficiency within the insurance industry. This long-term contract position offers a hybrid working arrangement and requires strong organizational skills and the ability to work independently in a fast-paced environment.

Responsibilities

• Review, analyze, and prioritize incoming mail effectively, ensuring a streamlined workflow.
• Utilize Microsoft Office Suite to maintain accurate records and perform administrative tasks.
• Respond to and forward mail to the appropriate area for handling, ensuring effective communication.
• Demonstrate excellent organizational and time management skills to manage multiple tasks and meet deadlines.
• Work independently in a fast-paced team environment, adjusting to changing priorities as needed.
• Leverage digital marketing skills to promote insurance products and services.
• Collaborate with the sales team to drive the growth of the company's insurance products.
• Utilize insurance knowledge to provide support in claim administration and underwriting processes.
• Use triage skills to prioritize tasks and ensure efficient operations.
• Communicate effectively, both orally and in writing, to interact with team members and clients.

Requirements

• Proven experience in Sales and Training roles
• Extensive knowledge of Operations and Review processes
• Familiarity with Insurance industry, particularly with Life Insurance and Underwriting
• Proficiency in using Microsoft Office Suites and Cisco Webex Meetings
• Ability to perform Ad Hoc Financial tasks
• Experience in Claim Administration and Property management
• Good understanding of receipt methods and digital marketing strategies
• Excellent time management skills and ability to handle paper documentation efficiently
• Knowledge of consumer electronics and ability to work in a team
• Experience in triage operations in agency mail handling
• Understanding of Distributor management and ability to bring innovative ideas to improve operations
• Excellent written communication skills
• Ability to work onsite when required
• Familiarity with the software 'About Time' for time management purposes.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan