Insurance & Financial Services
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About LBW


Position Description

Position Title: Administrative Assistant

Basic Functions:

Responsible for assisting the Administrative, Accounting and Marketing Dept. Greet visitors, answer and transfer phone calls, sort and deliver mail, utilize Microsoft Office Suite and other I insurance-related software applications. Complete tasks as assigned by other staff members when needed.

Essential Duties & Responsibilities:

  • Process vendor payables and employee expense checks
  • Pull EFT Statements, enter in AMS as a direct bill entry – scan and attach to AMS
  • Code Trust and Operating checks – enter in AMS bank
  • Assist in renewing Benefit/Life clients in AMS
  • Manage office supply inventory (track levels, place orders, maintain storage areas)
  • Order staff luncheons (qtrly staff meetings, management and sales meetings)
  • Maintain monthly MVR log
  • Run monthly expiration reports for Commercial, Personal Lines and Producers
  • Assist Marketing, Accounting, Benefits and Administrative/HR Dept. as needed
  • Open, scan and distribute mail daily
  • Answer incoming phone calls
  • Make labels for outgoing mail and or create certification for mail
  • Restock mini frig in conference room once a week
  • Assist the Commercial Lines Dept. with processing their outgoing certificates of insurance
  • Update the conference room calendar and put names on message board
  • Restock the kitchen supplies on a daily basis
  • Able to prioritize projects and tasks while remaining productive and professional
  • Assume other job responsibilities as assigned

Supervision Received:

  • Supervision by Randy Moberg, Robin Scheid and Sandra Phillips


  • Minimum 3 years in Office Administration
  • Ability to communicate effectively, both verbally and written
  • Detail-oriented
  • Very Proficient in Word/Excel/Outlook
  • Knowledge in data-based Agency Management Systems (AMS360) helpful but not required, will train
  • Computer savvy
  • Dependable
  • Must be well organized
  • Able to multi-task
  • Must demonstrate sound judgment, outstanding decision, problem-solving and analytical skills
  • Can work in a fast-paced environment
  • Consistent, excellent attendance is a must
  • Team Player

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties not described in this job description. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description.

LBW has the right to revise this job description at any time. The job description is not a contract for employment, and either you or LBW may terminate employment at any time, for any reason not disallowed by law.


  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.