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Operations Assistant (Insurance)
Bravera Insurance is hiring for an Operations Assistant in Bismarck, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
This position is responsible for routing incoming phone calls, greeting & directing customers to the appropriate staff and assisting the Internal Operations Department. .
MEASURES OF SUCCESS:
- Answer our incoming calls promptly with minimal dropped calls.
- Faxes and contact emails are delivered to internal staff on a timely basis with minimal errors.
- Provide our customers with a positive experience.
DUTIES AND RESPONSIBILITIES:
- This position is primarily responsible for presenting a positive and professional image of Bravera Insurance to customers and staff at all times.
- Responsible to route incoming phone calls to the appropriate person and will deliver accurate phone messages. Must understand all features of the phone system and assist staff members in utilizing options.
- Greet all customers, visitors and guests and direct to the appropriate staff member.
- Responsible for receiving, sorting, and distributing all incoming Bravera Insurance mail. Responsible for receiving, sorting, and distributing all incoming e-mails received through corporate e-mail account and faxes.
- Retrieves agency documents (renewals, endorsements, etc) from carrier websites according to carrier specific instructions.
- Collects and prepares all outgoing mail for carriers and remote locations.
- Prepares receipt of payment from carrier website for customer payments that are brought into the office.
- Completes agency bank deposits as needed.
- Process claims suspense items and updates Epic with claim payment and status updates.
- Will assist with administrative tasks as requested including correspondence, special projects, mail merges, filing, copying, collating, and running and compiling a variety of reports, manuals, statements, etc., including those of a highly confidential nature. This also includes working the Insurance Contact mail making sure that mail is distributed in a timely manner. Registering and updating the roster for CE courses, updating weekly onboarding reports and monthly Personal Lines monthly renewal reports, along with keeping up to date company contacts and termination appointments. Assisting with projects given by AM’s/Producers.
- Responsible for maintaining an orderly and efficient front office area and conference room, including monitoring office supplies and compiling an order, as needed.
- Maintain a neat, attractive reception area.
- Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
- The employee will adhere to all insurance rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
- Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider.
- Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES):
- High school diploma or equivalent
- Associate degree in business or related filed or other secondary education preferred.
- Present a positive and professional image of Bravera to customers and staff at all times.
- PC Proficiency in a windows environment required, including Word, Excel and Outlook.
- Must have exceptional telephone etiquette, good organizational skills, and be thorough, patient, and detail oriented.
- Ability to work in a fast-paced environment with ever-changing priorities.
- Proficiency in keyboarding.
- Ability to provide top notch customer service to all internal and external customers.
Location: Bismarck, ND
Benefits:
To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values
- Give and earn trust. We support and empower one another to earn trust through accountable performance.
- Learn, teach and mentor. We are a learning organization that invests in growth and development.
- Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.
Want to learn more about careers with Bravera? Go to bravera.bank/careers.
#ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).
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