Production Assistant

At Grimes Insurance & Iron Insurance Partners, a Production Assistant is an integral part of our Personal Lines Production Team. This role performs a wide range of duties to support the team and contribute to the growth of the agency by providing exceptional service to our clients. The ideal Production Assistant enjoys interacting with clients through email, phone conversations, and in-person office visits. They provide administrative support to the entire Personal Lines team while building strong, lasting relationships with both clients and fellow team members. Through professionalism, attention to detail, and a commitment to service, the Production Assistant helps deliver the high level of support and customer experience that defines Iron Insurance Partners.

Duties/Responsibilities:

As Production Assistant, you will be the first point of contact for our office. You will welcome guests and greet people who visit the business. You will also coordinate front-desk activities, including distribution of correspondence and redirecting phone calls. To be successful as Production Assistant, you should have a pleasant personality and ensure the front desk welcomes guests positively and executes all administrative tasks to the highest quality standards.

• Answering, screening and forwarding incoming phone calls.
• Receiving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately.
• Posting daily deposits for checks.
• Mail distribution and drop off including: USPS, UPS, FEDEX, etc.
• Order office supplies and kitchen supplies and maintaining inventory.
• Manage office opening and closing procedures.
• Adhere to all standard operating procedures.
• Maintain company and employee confidentiality.
• Other tasks as assigned.

As personal lines Production Assistant, you'll support the entire personal lines production team.

• Process Personal Lines policy changes; mortgagee, loss payee, auto changes, etc. and issue certs, ID cards and EPI's as requested by Personal Lines team.
• Prepare Stewardship folders, postcards, other miscellaneous mail and administrative tasks
• Quote processing on carrier sites
• Review pre-month end reports for confirmation of accurate and timely renewal of all policies
• Function efficiently in all systems and adhere to consistent execution of all production processes
• Review and resolved discrepancy memos
• Other tasks as assigned by CSA team members.