BPI is hiring for an Administrative Support role

Box Professional Insurance (BPI) is a company that serves financial advisors (RIAs) across the United States with their business insurance needs. The Administrative Support position handles the administrative and communication aspects of the insurance sales process. This full-time position comes with full benefits, including dental, vision, health insurance and paid leave. Please read through our website www.boxproinsurance.com so you can see what we do, then email a cover letter and resume to chad.ramberg@boxproinsurance.com with the subject line “Job Posting.”

Benefits

Dental insurance

Vision insurance

Disability insurance

Health insurance

Paid time off 

Qualifications

Bachelor’s Degree required

Office experience (1 year minimum)

Microsoft Office and Salesforce experience (preferred)

Background in finance or insurance preferred

Available to work 40 hours/week M-F in a small office setting in-person in NE Portland 

Can pass a criminal background check.

Primary Responsibilities and Duties

Prepares, completes, submits and follows up with insurance applications.

Prepares binders, certificates, policies, endorsements and other documents; verifies their accuracy.

Maintains and updates electronic files.

Submits renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producer(s).

Handles incoming email and mail prospects, follows up promptly and professionally

Updates the database and provides good documentation of the entire sales and client process.

Schedules appointments and handles the president’s calendar.

Characteristics

Pride yourself on accuracy, efficiency and organizational skills.

Is comfortable using technology to find solutions that will improve efficiency and accuracy in the office.

Self-motivated self-starter who can look around and see what needs to be done.

Must have a willingness to learn new things and an upbeat, can-do attitude.

Communicates professionally and proactively, has strong verbal and written communication skills, and can interpret complex written information.

Enjoys being part of a team and is willing to share ideas to improve team communication, systems and processes.

Is honest, thoughtful, reflective and kind.

Is punctual, dependable and reliable.

Has an eagle-eye for detail.

This description is not intended as a contract and is subject to change and revision as needs arise.

To Apply

Please email a cover letter and resume to chad.ramberg@boxproinsurance.com with the subject line “Job Posting” by April 1, 2021.