Basic Function:

To offer administrative support for Agent/employer in the production of multi-line insurance products, including placing and receiving phone calls involving client appointments and customer needs.

Principal Accountabilities:

· Greet clients and handle incoming phone calls

· Quote information gathering

· Maintain prospect database, including proof of insurance needs

· Outbound client contacting, regarding items such as: past due payments, appointment confirmation, policy program questions

· Record Keeping and Scanning

· Daily mail

· Filing

· Setting appointments and annual reviews for Agent

· Pre-approach mailings

· Other administrative duties as assigned

· Potential attendance at off-site marketing events on weeekends

· Opportunities for Advancement

Qualifications:

· Minimum hiring age 18

· High School diploma or equivalent

· Strong people skills

· State Insurance License - P/C (preferred)

· Energetic and outgoing personality

· Excellent oral and written communication skills

· Computer knowledge

· Excellent organizational skills

· Motivated, self-starter

· Reasonable and predictable attendance

· Ability to travel for training

· All Non-Affiliated Appointments cancelled

· Pay based on experience / Benefits package available after 90 day probation period

Job Type: Full-time

Pay: $17.00 - $25.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Required)

License/Certification:

• Property & Casualty Insurance License (Preferred)

Work Location: In person