Job Description

Administrative Assistant – III
Job Number: 21-15040
 
Find your next opportunity in the Financial Services Industry. Eclaro is looking for an Administrative Assistant – III for our client in Jersey City, NJ
 
Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US.  If you’re up to the challenge, then take a chance at this rewarding opportunity!
 
Responsibilities:
  • Scan post sale correspondence into a proprietary program
  • Index scanned correspondence in the proprietary program
  • Scan incoming mail correspondence into electronic form for distribution to Service team
  • Reconcile discrepancies with Accounting
  • Reconcile and process premium checks for deposit
  • Retrieve medical records and save in the new business electronic folder
  • Review Structured Settlement documents in detail with the Document Review Team
  • Review "Cases to be Mailed Report and order data pages/contracts for Team
  • Respond to service issues to include: Address change, Direct deposit and Change of Beneficiary
  • Update broker database with new and updated contact information
  • Maintain an Excel spread sheet of brokers preference to policy distribution method
  • Prepare air bill on UPS Campus Ship
  • Assemble policies ready for distribution
  • Log Returned Mail into Access system
  • Gatekeep shared Outlook Email Inbox
  • File "cancelled files in storage
  • Prepare boxes and reconcile record files to be shipped to Home Office
  • Distribute incoming mail to Team for Processing
  • Provide phone coverage for Managing Director
  • Assist with Project work for team & management
  • Ability to multitask projects in a high-volume environment
  • Experience with Microsoft Excel and Access is preferred
 
If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro
 
If interested, you may contact:
Deo Dizon
Deo.Dizon@eclaro.com
(201) 942-3064
 
Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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