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Robert Half Operations Clerk in Readington, New Jersey

Description We are offering an opportunity for an Office Manager in Readington Township, New Jersey. The role primarily involves managing operations and administrative tasks in a hybrid workplace setting. The industry focus is on insurance and property casualty management, with a strong emphasis on digital marketing and unique distribution challenges.

Responsibilities:

• Support in the creation of Surplus Lines Agency Bill invoicing, ensuring timely follow-up and research to confirm payments.

• Manage and maintain client information in two agency management systems, ensuring all documents are attached and relevant notes are entered.

• Monitor and track quarterly installments, ensuring each bill is accurately issued and sent on time.

• Oversee the management of the Surplus Lines email box, distributing emails to underwriting account executives or PRS operations.

• Conduct research on agent codes and contact information for all renewals and request new surplus lines codes if needed.

• Review and distribute Group Personal Excess (GPE) mailbox content as appropriate.

• Manage customer service support, ensuring invoices and new client creation are completed within specified timeframes.

• Utilize critical thinking and decision-making skills to handle various tasks and responsibilities.

• Use Microsoft Office Suite for data entry, creation of templates, and managing multiple email boxes in Outlook.

• Apply excellent organizational and time management skills to handle workload effectively. Requirements • Proficiency in Microsoft Word and Microsoft Outlook is necessary

• Experience in customer service and sales roles is preferred

• Ability to perform data entry tasks with high accuracy

• Familiarity with documentation processes and standards

• Prior experience in training personnel or conducting workshops is desirable

• Understanding of operations and policy in an office setting

• Experience in invoice generation and payment processing

• Capable of conducting research and review tasks as required

• Knowledge of insurance procedures and claim administration

• Proficiency in using the 'About Time' software

• Capability to provide workstation support when necessary

• Experience in check processing is a plus

• Familiarity with quarterly financial reporting and ad hoc financial tasks

• Experience handling deposits and property related tasks

• Ability to interpret and create financial notes

• Familiarity with various methods of office management

• Strong time management skills.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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