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Agency Management Technician in Lansing, MI at AF Group

Date Posted: 6/24/2018

Job Snapshot

Job Description



SUMMARY:



Primarily responsible for coordinating, verifying and performing data entry and agency management support duties. Contacts include other enterprise staff and agency contacts.

PRIMARY RESPONSIBILITIES:






  • Verifies and updates agency and customer contact information in systems
  • Obtains and verifies agency changes with agency staff
  • Maintains agency files and electronic documentation
  • Maintains individual and agency license and appointment records and processes appointments using online system for multiple states
  • Generates and distributes contracts
  • Assists in preparation for internal and external audits of agency records
  • Processes agency mergers, acquisitions and transfer of producers including investigation, system updates and documentation
  • Notifies team members of agency changes
  • Responds to customer and staff inquires via email and telephone.
  • Composes, edits and mails general, technical, and specialized correspondence and other documents.
  • Compiles information and reports as requested or scheduled.
  • Informs manager or other appropriate staff of issues as necessary.
  • Develops and maintains various reports.
  • Makes photocopies and uses other office equipment as necessary.
  • Maintains confidentiality.





    EMPLOYMENT QUALIFICATIONS:



    A. EDUCATION REQUIRED:

    High school diploma or G.E.D.

    B. EXPERIENCE REQUIRED

    Minimum of three years general office experience with a minimum of two years in an administrative, data entry or customer service position coordinating travel, exchanging information and answering basic inquiries.

    C. SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED


  • Ability to work independently.Excellent oral and written communication skills.
  • Ability to comprehend consequences of various situations and to make appropriate individuals aware of these to facilitate decision making.
  • Excellent organizational skills and ability to prioritize work.
  • Ability to manage multiple priorities and meet established deadlines.
  • Knowledge of word processing and spreadsheet software with ability of 50 wpm
  • Basic knowledge of computers.
  • Ability to perform mathematical calculations.
  • Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format.
  • Ability to meet established deadlines.
  • Ability to manage multiple priorities while maintaining proper relations between field staff, managers, agency relations, and customers.



    WORKING CONDITIONS:



    Work is performed in an office setting with no unusual hazards.

    REQUIRED TESTING:

    Intermediate Word, Intermediate Excel, Basic Windows. Typing 50wpm, Proofreading, Reading Comprehension and Math.

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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