This job consists of the confidential handling of correspondence, telephone calls, records, and files to provide support to officers and/or directors by performing clerical work. This role will be responsible for invoice management, including processing, tracking, and ensuring timely payments and reconciliations. Ideal candidates are able to juggle multiple projects at once, have strong skills in Microsoft Excel, and can exercise discretion and independent judgment with respect to supporting the management and general business operations of the Company. Work is performed under general supervision.

Responsibilities

• Handle incoming telephone calls by providing information to callers or directing them to the appropriate party; may also place outbound calls as needed.
• Read and route incoming mail.
• Schedule meetings and appointments as requested.
• Compose necessary and requested pieces of company communication.
• Assist management in organizing and coordinating projects, including travel arrangements, seminar participation, and special event attendance.
• File correspondence and maintain manuals, records and reports.

• Participate in budget establishment, determine an accurate accrual for accounting, reconcile monthly reports, and assist with budget tracking in applicable systems
• Produce project costs reports, analyze metrics for anomalies by using historical comparisons, and make reasonableness recommendations on plans
• Conduct audits of annual user permissions and security privileges

• Assist with other duties as assigned within the department or elsewhere upon request.

• High school diploma or equivalent work experience

• Minimum 3 years’ work experience in an office clerical position or similar role
• Proficient in the use of word processing, presentation development software, spreadsheets, internet browsers, e-mail tools, and business applications in a networked environment
• Intermediate to advance in the use of spreadsheet including pivot tables, formulas, graphs, and charts
• Advance ability to interact and communicate effectively with people at all levels within the organization including executive leaders
• Perform with a high degree of discretion dealing with and maintaining the privacy of confidential information.
• Strong oral and written communication skills with sound telephone etiquette
• Ability to read and interpret documents such as instructions and policy and procedure manuals

Concord Group employees are eligible for a comprehensive total compensation package including but not limited to medical, vison, dental, life, and disability insurance. We offer a generous Paid Time Off Program that includes vacation, personal, sick time and holiday pay. Invest in your future with our competitive 401(k) plan with company match!

About Us

As a leading regional provider of property and casualty insurance, The Concord Group helps protect the families and small businesses that enable our communities to thrive. Our positive work environment, competitive benefits, and rapid growth make The Concord Group a great place to build your career.

The Concord Group is an Equal Opportunity Employer. The Concord Group participates in E-Verify.