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Offices located in Wisconsin: Madison, Milwaukee, Green Bay, Kenosha, Fond Du Lac, Wausau, and Eau Claire Office located in Illinois: Rockford

Essential Functions and Responsibilities:

• Greet and announce all M3 guests.


• Receive and route all incoming calls, faxes and special deliveries to the appropriate M3 employee.


• Assist the administration department with clerical support as needed.


• Support with planning and coordination of agency workshops, trade shows, and seminars.


• Assist in formation and distribution of client communications.


• Assist with office management including: technology and equipment, office supplies, reserving office resources (rooms, vehicles, etc.), and maintaining kitchen space.

Reception/Office Support

Responsibility or Duty:

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  Receive and route incoming calls using a computer based phone system.
  


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  Greet and announce visitors.
  


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  Receive and distribute incoming mail and faxes, and handle outgoing mail and shipments.
  


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  Maintain the office lobby and adjacent conference rooms in an orderly manner.
  


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  Update and maintain receptionist procedures and communicate changes to back-up personnel.
  


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  Maintain a positive relationship with all M3 employees, as well as outside vendors and clients.
  


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  Maintain a high level of confidentiality with privileged M3 employee and client information.
  


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  Represent M3 in a professional and positive manner.
  


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  Assist with preparation of mass mailing projects.
  


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  Ensure office resources are managed including technology, equipment needs, and office supplies.
  


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  Provide help to employees with reserving office resources and maintaining kitchen space.
  

Clerical Support

Responsibility or Duty:

• Create client binders (hard copy and electronic) for new and renewal Property & Casualty commercial and personal policies.


• Create client binders (hard copy and electronic) for Employee Benefits client meetings.


• Assist in creating employee benefits booklets and brochures.


• Create, assemble, copy, and fax projects as needed.


• Assist in creating and assembling presentation materials for employer and employee presentations.


• Assist in preparing custom spreadsheets or data illustrations.


• Assist with preparation and organization of meeting materials including agendas, handouts, overheads, etc.


• Assist with creating and updating EPIC form letters and proposal documents/setups.


• Assist with creating data files utilizing EPIC reports.


• Assist with creating and updating EPIC form letters and proposal documents/setups.


• Enter activities in EPIC per projects completed.


• Use Adobe Pro to update, create or convert various document types.


• Distribute Epic reports to internal clients.


• Pull client reports from carrier websites.


• Distribute reports to external clients.


• Data entry.


• Work with Events department to support agency workshops and seminars.


• Utilize software effectively and efficiently.


• Complete ad hoc projects as assigned.

Quality Assurance

Responsibility or Duty:

• Organize and prioritize workflow based on job request forms received.


• Comply with EPIC procedures as it relates to correspondence, documents, and data entry.


• Participate in meetings and assist in the development of new procedures and updates of existing procedures to help streamline workflow.


• Knowledge of and compliance with agency policies, standards, and procedures.


• Maintain professional skills through professional development and training opportunities, understanding of automation, and professional clerical and communication skills.

Required

Required

Preferred