Clerical Associate

Position: Clerical Associate

Employment Status: Full-Time, Exempt

Office Location: Midtown, NY

Job Summary:

Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking a motivated and detail-oriented Entry-Level Clerical Associate to join our dynamic team. This role is essential in providing comprehensive support to senior team members and ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.

As a Clerical Associate, you will be responsible for a variety of administrative tasks and customer support duties. You will play a crucial role in maintaining smooth office operations and ensuring that senior team members can focus on their core responsibilities. This is an excellent opportunity for someone looking to start their career in the insurance industry and gain valuable experience in a supportive and collaborative environment.

Job Specific Responsibilities and Duties:

Administrative Support:

• Assist senior team members with all administrative duties - prepare and proofread 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

Customer Support:

• Assist clients, trusted advisors and vendors in a professional and friendly manner
• Respond to customer inquiries via phone, email, and resolve issues or direct 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

Qualifications:

• Bachelor’s degree (B.A.) from four year college or university; or one to two years related experience and/or training; or equivalent combination and experience educational requirement; and any preferred level of education
• Previous administrative or customer service experience is a plus but not required
• A “people person” with superior client service orientation and attention to detail
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational skills with the ability to manage multiple tasks and priorities
• Adaptability to a changing environment
• Excellent written and verbal communication skills
• Professional demeanor with a customer-focused attitude
• Ability to work independently in a fast-paced environment, as well as part of a team

The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retain and reserve any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.