Job Description

Job description:

The Office Administrator will support the success of the agency by ensuring smooth daily operations, providing administrative support to team members, and maintaining excellent service standards for clients and business partners. The Office Administrator will help create an organized, professional, and efficient office environment, contributing to the agency’s overall performance and client satisfaction. Successfully executing role responsibilities will create opportunities to advance into account management, sales or a full-time marketing role based on both performance and preference.

Primary Accountabilities:

• Promote and uphold Conexus Core Values
• Ambassador of "First Impressions"
• Mail Processing & Document Distribution
• Special Projects Support
• External Lead and Referral Intake
• Team Administrative Support

Key Tasks associated with Primary Accountabilities:

1. Promote and uphold the Company Core Values

• Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee
• Consistently model our core values, as they are guiding principles for how we show up for both internal and external clients

2. Ambassador of "First Impressions"

• Greet and assist clients, visitors, and vendors in a professional and friendly manner
• Manage incoming calls, emails, texts; route inquiries to appropriate team members
• Oversee Podium platform activity, including responding to and assigning messages as well as gathering client reviews

3. Mail Processing & Documentation Distribution

• Receive, sort, and distribute incoming mail and packages
• Organize and file client policy documents accurately for team access

4. Special Projects Support (as assigned):

• Assist with marketing initiatives and campaigns
• Support agency management system data cleanup and maintenance
• Conduct research and provide assistance on technology-related projects

5. External Lead and Referral Intake Process

• Manage incoming leads and referrals from external sources, including the agency website, phone calls, and email
• Accurately document and assign leads in alignment with established agency procedures

6. Team Administrative Support

• Perform daily office opening and closing procedures
• Assist with internal event coordination and logistics
• Manage monthly office supply inventory and order fulfillment
• Provide general administrative support across departments as needed

What Success Looks Like…

To be successful in this role, the Office Administrator is expected to demonstrate the following:

• Responsiveness- Respond to phone calls, emails, and other communications promptly, in a professional demeanor and style in alignment with established agency service standards.
• Accuracy- Perform data entry, document management, and client communications with a high degree of attention to detail and precision.
• Team Collaboration- Actively support team members, communicate clearly, and contribute to a positive, respectful, and cooperative work environment.
• Dependability- Maintain reliable attendance, punctuality, and follow through on all assigned tasks and responsibilities with minimal supervision.
• Continuous Learning- Demonstrate a commitment to personal and professional development, including obtaining an insurance license within the first 90 days of employment if not already licensed.

Additional skills, qualifications, education and/or experience required for success at our agency:

• Strong computer software skills (Microsoft Office Suite)
• Strong organizational skills and ability to multi-task
• Familiarity with paperless office concept
• HighSchoolDiploma/GED(required)
• Bilingual in Spanish a plus
• No insurance experience is required

If you begin a career at Conexus Insurance Partners, you will enjoy competitive compensation and the following benefits:

• Insurance: Conexus offers medical, dental, vision, STD, and LTD after a waiting period. The company contributes 100% towards the employee’s monthly premium (employee only, base plan) for the aforementioned insurance programs.
• 401(k): Conexus currently offers a 401(k) plan in which you are eligible to participate after one year of service.
• Paid Time Off: Each employee begins with 15 days per calendar year (the year begins on the date of employee’s date of hire) which will be accrued on a semi-monthly basis. Eligible PTO days granted increase over the course of the employee’s years of service.
• Paid Company Holidays: Our agency observes and is closed on most federal holidays. Each employee is also allotted one Floating Holiday per year.
• Year-End & Quarterly Bonus: Contingent upon role and agency and employee performance after one year of employment.
• Continuing Education & Designations: We encourage all employees to pursue continuing insurance education and designations through paid time off for classes and by offering an education portal and fee reimbursement.
• Paid Quarterly Volunteer Days: We are committed to our community and offer volunteer opportunities with selected nonprofits four times a year
• Personal Paid Volunteer Time: Conexus encourages employees to become involved in their communities, lending their voluntary support to programs that positively impact the quality of life within these communities. Employees may take up to 16 hours of paid time off each calendar year to participate in their chosen volunteer program.

About Us

Conexus Insurance Partners is a 55+ year-old business, firmly rooted in community, whose focus is maximizing client protection through comprehensive insurance solutions, consultative education, ongoing partnership, and process simplification. People first is our passion and leading priority. With this perspective, we are dedicated to caring for and protecting our employees, families, community and clients through ongoing partnership, education, service, and care. We all work together towards 1 year, 3 year and 10-year goals.

We believe in a high level of excellence, from our industry knowledge to our commitment to ongoing learning, to our unparalleled client service. Our expertise and scale ensure that each client feels the support and professionalism of the Conexus experience.

Our clients are success-focused individuals and businesses that have assets to protect and are primarily based in Colorado. If you have experience working with this type of client – or want that experience – this role could be a great fit.

We seek out people who share our core values and strive to create real connections with our clients in a way that makes Conexus feel like an extension of their business. A partner, not a vendor.

You will love it here if:

• You are always learning
• You always do what’s right
• You are generous with your time and talents to provide a helping hand
• You have respect for all people
• You are a collaborative team player
• You look for ways to create fun and build relationships

We train our team and set clear expectations to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable for keeping up to date on your assigned activities.

Our agency runs on an operating system called EOS. That means as a team member of our agency, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

To learn more about our company culture and community involvement, check us out at #ConexusInsurance.

Job Type: Full-time

Benefits:

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

Language:

• Spanish (Preferred)

Work Location: In person

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