Job Description
Job Description
We are looking for a dependable Administrative Assistant to support office operations in Cedar Rapids, Iowa. This is a fully onsite role and is well suited for someone who works accurately, manages repetitive tasks effectively, and provides timely service to customers. The role focuses on identifying insurance-related products, retrieving the correct records or media, and maintaining documentation in line with retention standards. Success in this position requires strong organization, steady follow-through, and the ability to learn established business practices quickly.
Responsibilities:
• Review policy numbers to determine the correct annuity, life, health, membership, or related insurance product classification.
• Locate and obtain the appropriate files, documents, or media needed to complete customer requests accurately and efficiently.
• Maintain records in accordance with retention guidelines and ensure documentation is handled properly throughout its lifecycle.
• Manage a steady volume of standardized clerical work by following defined procedures and completing routine tasks with consistency.
• Organize daily assignments based on urgency and service expectations so customer needs are addressed within required timeframes.
• Build productive working relationships with both internal teams and external customers to support smooth request handling.
• Apply learned business rules and operational practices to complete work correctly and minimize errors.
• Contribute to departmental performance by meeting or surpassing established service level targets.
• Previous experience in customer service, clerical support, or general office administration.
• Ability to follow established procedures and complete repetitive, process-driven tasks with accuracy.
• Familiarity with handling records, documentation, or retained files in an office environment.
• Strong organizational skills with the ability to prioritize workload and manage multiple requests effectively.
• Capacity to learn policy-related guidelines, business practices, and product identification methods.
• Clear communication skills and the ability to work professionally with internal and external customers.
• Basic understanding of service level expectations and the importance of timely task completion.