Administrative Assistant Job at FrankCrum in Clearwater

Overview

FrankCrum is a Top Workplace! FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decisions on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage. Since our beginning in 2008, our agency has maintained steady growth, stability, and success.

We are happy to announce an Administrative Assistant on site position filled with many exciting opportunities. In this role, you will promote sales and client retention through excellent customer service by assisting in various special projects in the Policy Services and Customer Support departments.

Responsibilities

• Answer incoming calls (primary person) and transfer to the appropriate person in the department or assist the client if the inquiries are not complex.
• Categorize emails in the shared Outlook inbox properly and timely.
• Review requests from the InsurLink program and set up clients for the program, and/or answer questions.
• Review PEO new cases and, if it’s a client of FCIA, assign the service person to assist.
• Download documents from various carriers’ websites and email them to FCIA for the team to address.
• Review all incoming mail and take appropriate actions with stamping and scanning as necessary.
• Process return mail by following the agency’s procedures.
• Process certificates associated with Only and Automatic.
• Quote online with various carriers and email to the assigned employee to address with the client.
• Run monthly expiration reports and add calendar appointments to each servicer’s calendar per procedures to follow up on upcoming renewals.
• Send DocuSign for Crum & Forster renewals.
• Contact current clients to follow up on paying FCIA for additional premium endorsements and audits (agency bill policies).
• Contact AFCO to request quotes to add Additional Premium associated with audits and endorsements to current contracts per procedures.
• Enter data into the FCIA system.
• Performs other duties as assigned.

Qualifications

The Attributes We Seek: Keys to success in this position include having one (1) year of clerical or administrative experience and a high school diploma or equivalent.

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is zero-dollar paycheck cost for employee's coverage and $295 a month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement
• PTO cash out
• Tickets at Work
• Access to the Corporate America Family Credit Union
• Employee and client referral bonus programs
• Paid volunteer time
• Disaster Relief Fund for employees

What’s Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981, is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency—all based in Clearwater, Florida. This “family of employer solutions” employs more than 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity), employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also hosts monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through input from its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row. FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic!

If you want to play this role to positively impact our clients’ day-to-day business, then apply now!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.