Office Support
The First Group
Total years of experience :10 years, 11 Months
• Reporting to Office Manager
• Receiving Internal Department Calls
• Assisting in Office Pantry Work
• Keeping Stocks Inventory Records
•Coordinating with maintenance personnel for the repairs of any devices and damages in workplace.
•Helping the associate, staff, or other management staff in doing their responsibilities.
•Monitoring the use of devices and supplies within the workplace.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills,
and receive technical assistance in developing new accounts.
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions
or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the
completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance
program.
• Inspect property, examining its general condition, type of construction, age, and other characteristics,
to decide if it is a good insurance risk.
• Install bookkeeping systems and resolve system problems.
• Interview prospective clients to obtain data about their financial resources and needs, the physical
condition of the person or property to be insured, and to discuss any existing coverage.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Plan and oversee incorporation of insurance program into bookkeeping system of company.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of
prospective clients.
• Select company that offers type of coverage requested by client to underwrite policy.
• To maintain the office in a professional atmosphere
• To maintain the cleanliness and orderliness of the offices.
• To arrange all the paper work and document of the office.
• Provide support for printing, sorting, binding and scanning of documents.
• Perform a variety of support tasks in the office that may be highly confidential and sensitive.
• Observe and apply confidentiality in all matters related to work.