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Robert Half Part Time-Producer Services Admin in Readington, New Jersey

Description We are offering an opportunity for an organized and detail-oriented individual to join our team as an Office Assistant in Readington Township, New Jersey. The role primarily involves managing and maintaining customer credit records, processing credit applications, and handling customer inquiries. This position will also require monitoring customer credit accounts and taking action on delinquent payments.

Responsibilities:

• Process customer credit applications accurately and in a timely manner

• Maintain up-to-date and accurate customer credit records

• Resolve customer inquiries related to credit applications and records

• Monitor customer credit accounts and take necessary actions to collect overdue payments

• Assist in setting up and creating records for existing producers in internal systems

• Update internal systems with key data regularly

• Monitor internal department mailbox for requests for appointments, codes, and address changes

• Store contracts and other relevant documents in the electronic repository

• Assist in various projects as needed to support business needs

• Process appointments or terminations as necessary

• Perform mass data updates as required. Requirements • Proficiency in Microsoft Office Suites including Excel, Word, and Outlook

• Ability to perform data entry tasks with high accuracy

• Experience with scheduling appointments and managing multiple calendars

• Familiarity with handling contracts and other official documents

• Ability to offer workstation support and troubleshoot basic IT issues

• Knowledge of consumer electronics

• Excellent communication skills, both written and verbal

• Experience in the insurance industry is desirable

• Familiarity with accounting functions

• Proficient in using Power BI, Pivot Table, and VLOOKUP functions in Excel

• Knowledge of cash management practices

• Ability to perform ad hoc financial analyses

• Experience with documentation and creating templates

• Familiarity with About Time and Respository software

• Ability to manage a mailbox effectively

• Comfortable working onsite

• Familiarity with termination processes in an office setting

• Ability to work independently and as part of a team.

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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