Clerical Associate
Company: Personal Risk Management Solutions
Location: New York City
Posted on: February 19, 2026
|
|
|
Job Description:
Job Description Job Description Position: Clerical Associate
Employment Status: Full-Time, Exempt Office Location: Midtown, NY
Job Summary: Personal Risk Management Solutions is a boutique
personal insurance brokerage focused on the unique needs of
successful individuals and families. We are currently seeking a
motivated and detail-oriented Entry-Level Clerical Associate to
join our dynamic team. This role is essential in providing
comprehensive support to senior team members and ensuring a high
level of customer service and is an integral part of our service
team, which is well known for being among the best in the business.
As a Clerical Associate, you will be responsible for a variety of
administrative tasks and customer support duties. You will play a
crucial role in maintaining smooth office operations and ensuring
that senior team members can focus on their core responsibilities.
This is an excellent opportunity for someone looking to start their
career in the insurance industry and gain valuable experience in a
supportive and collaborative environment. Job Specific
Responsibilities and Duties: Administrative Support: Assist senior
team members with all administrative duties - prepare and proofread
documents, reports, and correspondence Maintain organized client
filing systems electronically Handle incoming and outgoing mail,
including email and packages Perform data entry and maintain
accurate records Customer Support: Assist clients, trusted advisors
and vendors in a professional and friendly manner Respond to
customer inquiries via phone, email, and resolve issues or direct
them to appropriate personnel Process billing and other
service-related requests Obtain and create client documents from
Insurance Company partners Maintain a high level of customer
satisfaction by providing timely and accurate information
Qualifications: Bachelor's degree (B.A.) from four year college or
university; or one to two years related experience and/or training;
or equivalent combination and experience educational requirement;
and any preferred level of education Previous administrative or
customer service experience is a plus but not required A "people
person" with superior client service orientation and attention to
detail Proficiency in Microsoft Office Suite (Word, Excel,
PowerPoint, Outlook) Strong organizational skills with the ability
to manage multiple tasks and priorities Adaptability to a changing
environment Excellent written and verbal communication skills
Professional demeanor with a customer-focused attitude Ability to
work independently in a fast-paced environment, as well as part of
a team The job description outlined above is considered a core list
of job duties/requirements. This document should not be considered
a complete or comprehensive list. The incumbent assigned to this
position is required to perform the duties listed above. The
incumbent is also expected to adapt to changes and/or additions as
needed. Nothing contained within this document is intended or shall
be construed to create or constitute a contract of employment
between any employee or group of employees and Emigrant Bank and
its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retain
and reserve any and all rights to change, modify, amend, add to or
delete from any section of this document as it deems, in its
judgment, to be proper. Emigrant Savings Bank and its subsidiaries
and affiliates are Equal Opportunity and Affirmative Action
employers. New York pay range $50,000—$55,000 USD
Keywords: Personal Risk Management Solutions, West New York , Clerical Associate, Customer Service & Call Center , New York City, New Jersey
