Administrative Assistant in training for Associate Agent

Company Name COUNTRY Financial® Sheri Hovgaard Insurance & Financial Services LLC

Company Location Gresham, Oregon

The Administrative Assistant is responsible for general office and clerical duties, managing calendars/schedules, customer service/client relations and helping to retain and develop client's and their business.

Duties and Responsibilities:

• Assist in quoting new business for Property and Casualty insurance.
• Prepare for Insurance and Financial Reviews
• Schedule/Reschedule appointments for clients and prospects
• Provide and collect insurance applications and other paperwork for clients and to underwriting
• Handle all customer service needs
• Document client interactions and service work performed
• Accept client payments and assist with billing issues
• Work with Home Office to discuss policy changes
• Register, track, and schedule all continuing education requirements for the office
• Faxing, filing, mailing, copying, bookkeeping, scanning, record keeping and document disposal
• Maintain office and marketing supplies and sales brochures
• Assist with office cleaning as needed

Requirements:

The ability to obtain and maintain necessary state insurance licensing for Property & Casualty Insurance, (this requires a background check.)

Preferred Skills and Qualifications:

• Excellent oral, written, and telephone skills, (Spanish speaking preferred, but not required)
• Detail oriented, highly organized and strong multi-tasker
• Strong personal computing skills including a working knowledge of Microsoft products: Outlook, Excel and Word.
• Provide excellent customer service and work to maintain high retention
• Cross sell insurance products, develop sales lead opportunities through contacts and conduct positive and effective communications with colleagues and members
• Successful completion of a background check
• This is an in-office position, not work from home.
• Valid Driver's License and vehicle helpful, but not required.

Employer: (Sheri Hovgaard Insurance & Financial Services LLC)

COUNTRY© Financial Representatives, 210 NW Division St Gresham, OR 97030

Phone: (503) 491-5221 Fax: (503) 491-5228

Hours & Compensation:

9:00 A.M. to 5:00 P.M. with lunch/breaks

M-F, compensation DOE with bonuses for productions goals obtained and opportunity for advancement with commission upon obtaining licensing, which is to be obtained in the first 60 days. Includes accrued PTO and paid holidays for full-time. Occasional extra days and other times outside of normal work hours may be needed for special networking and agency events and marketing campaigns as well as covering office vacations. Schedules subject to change based upon business needs.

If you're a "take charge" individual and want to learn more about what COUNTRY Financial has to offer and how you can make a difference with our small, local team, please submit your resume today! Fax: 503-491-5228

COUNTRY Financial is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Expected hours: 25 – 40 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 2 years (Preferred)
• Sales: 2 years (Preferred)

Language:

• Spanish (Preferred)

Work Location: In person