Administrative Assistant in Dallas, Texas

Description 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. Requirements • 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. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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