Work setting

• Insurance

Responsibilities

Tasks

• Direct and control daily operations
• Open and distribute mail and other materials
• Plan and organize daily operations
• Supervise other workers
• Establish and implement policies and procedures
• Train other workers
• Schedule and confirm appointments
• Manage contracts
• Answer telephone and relay telephone calls and messages
• Answer electronic enquiries
• Compile data, statistics and other information
• Order office supplies and maintain inventory
• Set up and maintain manual and computerized information filing systems
• Provide customer service
• Maintain and manage digital database
• Perform basic bookkeeping tasks
• Consult with clients after sale to provide ongoing support

Experience and specialization

Computer and technology knowledge

• Google Docs
• MS Excel
• MS Outlook
• MS PowerPoint
• MS Windows
• MS Word
• MS Office
• Electronic mail

Additional information

Work conditions and physical capabilities

• Ability to work independently
• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Repetitive tasks
• Large caseload
• Large workload
• Work with minimal supervision