Robert Half is hiring: Administrative Assistant in Dallas

We are offering a contract for a permanent position as an Administrative Assistant in the insurance industry, located in Dallas, Texas. In this role, you'll be a key player in assisting the management or underwriting team with service and retention of commercial property and casualty accounts. You'll handle a variety of tasks, from routine to complex, ensuring smooth operations.

Responsibilities:

• Ensure the accurate and efficient processing of customer credit applications.
• Maintain the integrity and completeness of the customer database on the agency management system.
• Handle the verification, invoicing, and processing of insurance policies, endorsements, and/or claims.
• Assist in the management and resolution of accounting, audit, or underwriting questions/issues.
• Manage inbound and outbound calls, providing exceptional customer service.
• Take charge of the processing and revision of draft insurance proposals or quotes.
• Maintain responsibility for the administration of claim reports.
• Oversee the preparation or request of loss summaries and/or detailed insurance summaries.
• Ensure the accurate and complete proofreading of documents.
• Handle mail operations, including opening, date stamping, processing incoming mail, and sorting outgoing mail.
• Keep track of expiration lists and take necessary action.
• Issue binders, policies, and endorsements as needed.
• Maintain and create files in accordance with policy and procedure guidelines.
• Assist with the reconciliation of accounts receivable by account.• Demonstrated proficiency in answering inbound calls and managing inbound/outbound calls.
• Proven experience in providing high-quality customer service.
• Skilled in data entry tasks, including performing data entry as needed.
• Ability to effectively handle email correspondence.
• Advanced knowledge of Microsoft Office Suites, including Excel, Outlook, PowerPoint, and Word.
• Proven ability to schedule appointments efficiently.
• Experience with handling insurance claims and familiarity with insurance company operations.
• Previous experience in an administrative assistance role.
• Ability to perform various clerical duties, including faxing and filing.
• Familiarity with the insurance industry is a plus.