Operations Assistant

JOB SUMMARY

The Operations Assistant enhances process efficiency and optimizes resources within our

organization. Operations Assistants are responsible for working directly with the operations team, proactively assisting with functions including customer service, sales, data entry, and general administrative support.

This position’s main impact will be to consistently deliver on SLAs within our division. Additionally, this position will contribute to strategic preparedness for both planned and unplanned increases in workload from key clients. This position reports to the assigned department manager or team lead.

KEY RESPONSIBILITIES

• Perform general administrative duties such as data entry, responding to emails, and handling correspondence.
• Answer phones and provide general customer service as needed
• Create tasks in systems and assign to operations personnel managing cases and assignments
• Upload documentation and enter data/notes into 3^rd party and company-owned systems
• Handle data entry projects as assigned
• Input Itel analysis reports into the appropriate assignments.
• Contact (phone, email, SMS) homeowners and insurance personnel to request information or provide assignment details
• Forward incoming emails and calls to appropriate individuals
• Input incoming/outgoing emails and notes into Salesforce
• Maintain a highly positive attitude in all interfaces.
• Support the needs of other team members as assigned

ROLE QUALIFICATIONS

EDUCATION & EXPERIENCE

REQUIRED

• Two (2) years experience in a similar operational role
• High School degree
• Strong ability to manage multiple priorities while maintaining attention to detail.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent problem-solving and decision-making skills.
• Excellent written and verbal communication
• Flexible work schedule (20-30 hours / week)

PREFERRED

• Bachelor’s degree.
• Experience in the insurance industry.
• Proficiency in Salesforce CRM

KEY COMPETENCIES

• Results-Oriented: ability to plan, schedule and organize professional schedule to achieve strategic goals within or ahead of established time frames
• Adaptability to Change: ability to be flexible and supportive, react swiftly to and able to positively and proactively assimilate change in rapid growth environment
• Interpersonal Communication: ability to choose a communication behavior that is both appropriate and effective for a given situation; the ability to understand and manage your own emotions, as well as recognize and influence the emotions of others
• Team Orientation and Collaboration: ability to successfully build and maintain collaborative relationships to work effectively together as a team through shared responsibility, respect, and empathy to complete a shared goal for a common good
• Accountability: ability to act with a clear sense of ownership; takes personal responsibility for decisions, actions, deliverables, and failures; establishes clear responsibilities and processes for monitoring work and measuring results; embraces experimentation, creativity, and positive change

• Cultural Competence: ability to understand and respect values, attitudes, beliefs, and mores of the member that differ across cultures, and to consider and respond appropriately to these differences in planning, implementing, and evaluating health programs and interventions.

WORKING CONDITIONS/EQUIPMENT USE

• Work is performed indoors in a typical office environment - not substantially exposed to adverse environmental conditions.
• Must be able to lift up to fifteen (15) pounds
• Frequent use of office machines to include telephone, computer, and printer