LGEIS Office Assistant

Who we are:

In 1951, seven Lockheed Georgia employees dreamed of a better way to bank and LGE Community Credit Union was born. Today we serve communities in Northwest Georgia as a not-for-profit financial institution. Unlike a bank, whose profits go to its shareholders, our profits go to our members in the form of better rates and lower fees. We are guided by a strong commitment to provide a better financial future for our members.

For the eighth year in a row, LGE has been recognized by the Atlanta Journal-Constitution as a Top Workplace (2013-2020).

Who you are:

• Required: High School Diploma
• Required: 2 years customer service experience
• Required: Proficient in Microsoft Word, Excel, PowerPoint, and general office skills
• Preferred: Property & Casualty Insurance industry experience
• Must be able to maintain a high level of confidentiality
• Ability to multi-task, strong attention to detail, and excellent time management skills
• Ability to coordinate and carry out details efficiently
• Excellent telephone etiquette
• Human relation skills evidenced by both verbal and written communications
• Proficient math and analytical skills

What you'll do:

This position is responsible for assisting staff by taking phone calls, checking emails, and directing client inquiries to the appropriate department. Additional duties of the LGEIS Office Assistant will include processing paperwork, reporting, and helping to maintain the highest quality of service possible. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. We are looking for a detail-oriented, friendly, and personable insurance office assistant.

Essential Functions:

• Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction
• Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents
• Regularly update staff and leadership concerning referrals and leads for the purpose of monthly payout incentives
• Support LGEIS by maintaining carrier information which includes:
  • Statement reconciliation
  • Policy downloads/reconciliation
  • Gathering carrier promotional data for campaigns
  • Maintain vendor/carrier contacts via applicable formats
• Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media
• Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility
• Maintain and assist agents/staff with continuing education courses, hours, and licensing
• Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations
• Distributes mail, packages, or office supplies within CUSO/LGEIS
• Proactively seek opportunities to gain and stay abreast of insurance industry knowledge
• Maintain familiarity with and follow all policies, procedures, and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Asset Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act