Administrative Assistant

Posted 5 Days Ago
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Peoria, AZ, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Provides reception, clerical, and administrative support for agency operations. Responsibilities include tracking insurance licenses, managing continuing education notifications, maintaining producer appointments, coordinating mail and paperwork, supporting events and volunteer opportunities, testing and auditing workflows, updating procedure manuals, assigning training plans, and assisting with general office duties.
Summary Generated by Built In
Job Summary & Responsibilities

This position will assist with a variety of clerical and administrative duties for efficient operation of the agency.
Responsibilities

  • Reception desk support.
  • Track producer and agency insurance licenses.
  • Manage continuing education notifications to licensed employees.
  • Maintain carrier producer appointments.
  • Coordinate mail and paperwork for remote employees.
  • Assist with agency-wide events and organize volunteer opportunities.
  • Assist with testing current workflows/procedures, maintaining the procedure manual, auditing workflows/procedures and assigning training plans as needed.
  • Assist in general office duties as requested and needed.

Bell Bank Culture, Policy and Accountability Standards

  • Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.

Education, Experience, and Other Expectations

  • 0-2 years of relevant experience.

Knowledge, Skills, and Abilities

  • Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
  • Clear and concise oral, written and interpersonal communication skills.
  • Customer service focus presenting a positive, professional image.
  • Ability to handle multiple tasks, set priorities and remain poised under pressure.

Skills Required

  • 0-2 years of relevant experience
  • Proficient computer skills
  • Working knowledge of Microsoft Office products
  • Strong data entry skills
  • Clear and concise oral, written, and interpersonal communication skills
  • Customer service focus and professional presentation
  • Ability to multitask, prioritize, and remain poised under pressure

Bell Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bell Bank and has not been reviewed or approved by Bell Bank.

  • Strong & Reliable Incentives Bonuses and performance incentives are a recurring component of pay, including in some frontline and part-time roles. Variable pay appears to augment base salaries across multiple job families.
  • Equity Value & Accessibility An employee stock ownership plan is highlighted alongside profit sharing, giving employees accessible ownership participation. This structure can add long-term value beyond base pay.
  • Leave & Time Off Breadth Paid vacation and holidays, bereavement leave, and paid volunteer hours are included. Parental leave options (maternity, paternity, adoption) further broaden time-off coverage.

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The Company
HQ: Fargo, ND
977 Employees
Year Founded: 1966

What We Do

People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.

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