The Effective Admin

Karen Porter, The Administrative Professional Job Performance and Career Success Coach

and Founder and President

of The Effective Admin

"I specialize in serving administrative professionals like you with job performance and career management advice. With almost 24 years experience interacting with the 'real' workplace and working administrative professionals -- including holding former admin pro level positions (and higher levels) myself at multiple different employers, -- I am well aware of the substantial job you and your administrative professional colleagues perform daily."

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Featured Administrative Professional Job Description:  Financial - Health Insurance


 

Current job title:  Senior Administrative Assistant

 

Industry:  Health Insurance Provider

 

Department:  Insurance Claims

 

Years worked in this industry:  more than 6

 

Years worked in this department:  more than 6

 

Special training or attributes needed or helpful to get job in this industry (or specific department):  No, I did not need additional training to get this job as I had been an administrative assistant on previous jobs since 1994.  I did not need to know the insurance business to perform my job function. I landed the position because I am able to complete my duties correctly and on time and because I am good with people. People feel comfortable around me and I am very supportive and give everyone the respect they deserve. People can not perform their jobs to the best of their ability if they do not have the material and emotional support they need. I try to provide both to over 400 employees in my location.

 

Number of managers and/or staff supported:  1 Director, 4 Managers, 9 supervisors, 4 Coaches, 2 Data Analysts and about 385 frontline employees’.

 

Typical work hours:  M-F 8-4:30 +/-

 

Weekends or overtime hours:  No I do not. I am allowed to work overtime if there is any but only during the week. I do get paid for it as I am an hourly employee.

 

General salary range (Note: This is a general figure or range provided by survey respondent and may NOT be an exact salary in order to give survey respondent some privacy. Also you must take into account that the number of years worked in industry/department may contribute to this salary as well as criteria such as level of position and person reports to, required hours and geographical location.):   $29,000 to $38,000

 

Benefits (direct or indirect):  The work schedule flexibility is great. The time off is typical not great not bad. The health benefits are awful. Too expensive and I don’t use them. I use my husband’s insurance. The HSA‘s are not useful to those of us in the lower income levels and single income homes.

 

Lingo you might hear in this industry: 

1. Claims processing: The process of receiving and confirming a medical claim for a member from his/her health insurance provider. Then confirming the Participating or Non-Participating Provider in [our] network of the services rendered; then confirming the covered benefit under his/her contracted health plan through their employer and ultimately the payment of the “bill” claim.


2. Claims Reverse and Reprocess: The process of taking a second look at a claim, as requested by the Medical provider or the Member (patient), that has been denied for missing/incorrect/or request to accept qualifying reasons why the claim should have been paid. The medical provider or member at this point has provided, corrected or supplied documentation to the insurance company and wants the denial reversed.


3. Claims Appeals: The process of taking legal steps to dispute a denied medical claim (service). If after the R & R process has been done and no change to the original determination is deemed, the member or the provider with written permission from the member can by law challenge the final decision in arbitration to try to obtain payment.

 

A typical day on the job:  I have a routine that I follow on a daily basis. I maintain a handwritten daily task list in a steno book. Each time I finish a task I check it as complete. I have kept every single steno book from the first day I worked with this company. I find that hand writing and taking the time to sit and think with the pen in my hand allows me to remember what I need to do on any given day.

 

I respond as needed to requests for ad hoc reports and spreadsheets from the director on down. I respond to requests from people on the floor for supplies and help with computer software programs, i.e. PowerPoint presentations and Excel spreadsheets. I attend meetings and take the minutes of which I transcribe in to formal minutes for distribution. I update issues trackers in network online folders for large groups of committee’s to keep everyone informed of the status of any issue or program in progress. I set up meetings and forums and all the equipment they may need.

 

I maintain large amounts of data in Excel spreadsheets. I am in charge of morale and non-monetary social functions for the employee’s. (We have no human resources department only a call in human capital center for LOA’s, paychecks and other non-social issues.) I handle contacting facilities management for general office maintenance. I order supplies for all departments in this location. I create and maintain bulletin boards for company and other postings. I coordinate and execute company functions such as luncheons and holiday celebrations. I assist other administrative assistant’s as needed.

 

Positive things about being an administrative professional in this industry: 

1. The first would be I am basically my own boss. I know the tasks that I must perform and I make sure that they are completed.


2. The second would be I have the ability to interact with many different committee’s and make suggestions without being part of the committee and my comments as a layman are readily appreciated and have become part of common practice to get “my thoughts” on an issue. This allows me to assist with committee’s without being tied to any particular one so that I can perform my other duties properly.


3. The third would be being able to interact with people to try and make their job a little easier and less stressful. Even if it is just to let them vent a frustration or supply them with a tool they need to perform their job better.

 

Negative things about being an administrative professional in this industry: 

1. The first would be the lack of respect from upper management. No matter how hard we work to support them and make them look good, we seldom get recognized for what we do. We are not included in any employee perks or awards and have no way of receiving any public accolades.


2. The second would be not being a salaried employee.


3. The third would be working in an open cubicle and expected to maintain confidentiality?

 

Type of workspace/office:  cubicle (I am in the middle of the employee group on my floor and have to talk on the phone and work on confidential documents within hearing radius and visual access of everyone. Also I had company credit cards and petty cash in my desk which has been broken in to and which I can no longer have at my desk. I have to make other arrangements to “store the valuables” which is quite inconvenient.)

 

Primary responsibilities as an administrative professional in this position: 

1. Creating and maintaining data in any form.


2. Supplying meeting support and creating accurate and thorough minutes of those meetings.


3. Supporting the people on the floor with whatever they need.


4. Supporting the management, company wide, with the reports and information they need.


5. By making sure that I maintain a positive company face at all times by boosting morale and being empathetic and sympathetic.

 

Top thing(s) incumbent admin would require of job applicants seeking to be her/his position replacement: 

1. They would need to have excellent working knowledge of all software programs, i.e. MS Word, MS Excel, Access and Outlook.


2. They would have to have an easy going friendly demeanor.


3. They would need to make sure that they can multitask and will go the extra mile to support what the job demands.

 

Office machines or equipment operated regularly:  I use desktop computer,  Laser jet Color Printer,  Black and White printer,  copy machines, laminating machine and poster machine and the telephone.

 

Technology (hard) skills used regularly:  I use MS Word, MS Excel, Outlook, Web supply ordering system and the telephone.

 

Critical soft skills: 

1. I need to be pleasant and able to multitask at all times. Working with and for so many different types of people it is essential that I be easy going, patient and sympathetic to EVERYONES needs.


2. I need to be accurate, articulate and brief with any and all communications because of the wide distribution my words are read by. They can be critical in the data that is used and in the tone they are received in as that can affect the outcome of a project.


3. I need to have a sympathetic ear and broad shoulder to be able to listen and make people comfortable and feel that I care about their problems, both professionally and personally. Though companies prefer that personal issues be left at the front door in the morning, reality is a much different place. They know that I can be trusted to be neutral and not be judgmental or give incorrect or unwanted advice. I need to know where the line is when listening to the conversations or observing events to be able to act or not act on the information being given or seen by me.

 

Pace of this position:  Mostly slow.

 

Geographical region:  Northeast U.S.


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