Front Desk Administrative Assistant

The Liberty Company is not your typical insurance brokerage. We offer a forward-thinking, fresh, and award-winning company culture that has fueled exponential growth throughout our organization. If you’re ready to find your JOB- Joy of Being that is- we are eager to speak with you!

We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Employees here can expect a competitive compensation, generous benefit package, PTO/holiday pay, paid training, continued education support, company sponsored stress management programs/activities, opportunities to give back to your local community, and more!

We are looking for our next dynamic Front Desk Administrative Assistant to join our growing team in our Woodland Hills, CA office! At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!

Assists in front desk tasks, backup incoming telephone calls, greet clients and visitors, mail processing and provide various administrative duties for sales, service, accounting and management departments, as necessary.

Essential Duties and Responsibilities:

• Ensure a friendly and attentive approach is practiced at all times.
• Backup the answering of incoming telephone calls in a clear and professional manner.
• Direct callers to the appropriate agency personnel, voicemail box, or take messages and transfer them to the appropriate person(s).
• Provide clients with appropriate telephone numbers for specific insurance companies to report claims, and/or make payments.
• Greet all Clients and/or visitors when they arrive in the Office and direct them to the appropriate party(s).
• Maintain an environment that projects a professional, polished, and service-oriented image to all Clients/Visitors including a clean and presentable lobby/office area at all times.
• Mail processing, ensure mail is directed to the correct departments. Includes sorting, scanning, and uploading of documents.

Administrative Office Support Duties and Responsibilities:

• Process incoming/outgoing mail and faxes, including mail that must be retrieved from carrier websites.
• Manage reception inbox and voicemails.
• Utilize the Agency Management System, as necessary, to assist with workload efforts throughout the office and that customers are routed to the proper personnel.
• Provide Download support by attaching unassigned Policy and Accounting Download Transactions in the Agency Management System.
• Assist with ordering office supplies as needed.
• Prepare/Process Print Requests including ID cards, Certificates of Insurance, and Evidence of Property insurance, and proposals.
• Participates with all departments/personnel on special projects and other duties as needed.
• Process daily remote bank deposits, scanning and posting of incoming payments.

Qualifications

• High school diploma or equivalent.
• 1-2 years of administrative or customer service.
• Experience with Microsoft Office, Windows, Internet and Excel.
• Insurance industry experience a plus.
• Entry level accounting skills a plus.

Schedule:

• In office Monday to Friday 8:30am to 5:00pm PT

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

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Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

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*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role