Office Administrator

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com.

USRBP is hiring an Office Administrator for our Partner Firm, SF&C, located in Owings Mills, MD.

Job Purpose

The Reception / Office Administrator / Agent & Client Support position serves as the first point of contact for our company as well as providing administrative support to staff and agents. This positions’ main responsibility is to answer the phones and redirect calls in a pleasant manner and on a timely basis. Additionally, this position manages the company office supplies, stationery and printer ink. This position is also responsible for specific agent and client support duties as needed.

Essential Functions and Responsibilities

• Manages front desk. This includes:
• Maintain a pleasant and helpful demeanor.
• Answer phones and direct callers to the appropriate person or group.
• Listen to voicemails at the start of day and direct them to appropriate person or group.
• Address maintenance issues as needed by emailing or calling building maintenance.
• Maintain accurate cell phone/contact information for agents and other employees.
• Manages company office supplies. This includes:
• Order as needed.
• Check inventory weekly.
• Order special requests.
• Maintain a neat and orderly supply room.
• Maintain relationship with our office supplies vendor.
• Manages and orders company stationery (envelopes and letterhead)
• Check inventory monthly.
• Maintain a neat and orderly inventory.
• Keeps accurate records of staff printers to always ensure adequate ink supplies.
• Mails out refund checks to clients for SF&C.
• Verify that the address on the check matches the address in our premium administration system.
• Record the check information in our system and mail the check.
• Prepares the weekly FedEx labels for Customer Service.
• Reviews insurance carrier specific endorsements,
• compare the information on the endorsement with the information in our system. Record any discrepancies and then give them to Account Administration staff.
• Performs a level of quality control for new business account information by checking SS#’s, names and addresses in our document management system.
• Prepares and sends Dental/Vision packets to specific groups as directed by Customer Service.
• Sends out claim forms packets to clients as directed by Customer Service.
• Helps agents, including:
• Marketing reports
• Status reports
• Copies of policy documents in our document management system.

Qualifications

To perform this job satisfactorily, the individual must be able to perform each essential duty satisfactorily. The requirements contained in this job description are representative of the knowledge, skills and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and work experience

• 1-3 years in customer-facing environment, insurance industry preferred.

Competencies

• Microsoft Excel and other Microsoft Office applications proficiency required.
• Must be able to prioritize and effectively manage multiple priorities under deadlines without losing accuracy.
• Excellent oral and written communications skills to effectively relay information to internal and external teammates, agents, clients.
• Must be well-organized and detail-oriented while adhering to scheduled duties and deadlines.
• Collaborator with the ability to have a good relationship with others at all levels of the company, with good listening skills and professional behavior.
• Punctuality, reliability, and consideration for team, and how your role affects the group.

Challenges for this position.

Learning and navigating the company organization, and the flow of business between client, agents and insurance carriers requires a ramp up learning curve, particularly learning new business process over time.

Job Type: Full-time

Pay: Up to $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer support: 3 years (Required)
• Insurance: 3 years (Preferred)
• Microsoft Office: 2 years (Required)

Ability to Commute:

• Owings Mills, MD 21117 (Required)

Ability to Relocate:

• Owings Mills, MD 21117: Relocate before starting work (Required)

Work Location: Hybrid remote in Owings Mills, MD 21117