What are the responsibilities and job description for the Agency Operations Specialist position at Jackson Mitchell Agency?
Job Description
Job Description
Are you a highly motivated and organized individual with a passion for providing exceptional customer experiences? Do you thrive in a fast-paced environment where you can make a real difference? If so, we want you to join our team as an Agency Operations Specialist!
In this vital role, you will be the first point of contact for many of our clients, responsible for ensuring their needs are met promptly and professionally. You will play a key part in fostering strong client relationships, driving agency growth through cross-selling and proactive outreach, and supporting the overall efficiency of our agency operations.
Benefits
Annual Base Salary Commission Bonus Opportunities
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Parental Leave
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Evenings Off
Paid Time Off (PTO)
Disability Insurance
Retirement Plan
Tuition Reimbursement
Responsibilities
- Client Communication : Answer inbound calls, promptly and courteously address client inquiries, and provide accurate information regarding policies, claims, and services. Manage agency emails, ensuring timely and professional responses.
- Service Processing : Efficiently process client service requests, such as policy changes, billing inquiries, and claims assistance, with a focus on accuracy and speed.
- Sales & Retention : Identify opportunities to cross-sell additional insurance products to existing clients based on their needs and proactively reach out to schedule policy reviews, ensuring clients have optimal coverage.
- Proactive Client Management : Develop and implement strategies for proactive client outreach, including scheduling reviews, sending personalized communications, and building strong relationships.
- Calendar & Workflow Management : Manage calendars for agency principals and producers, schedule appointments, and coordinate internal workflows to ensure seamless operations.
- Recruiting Support : Contribute to the agency's recruiting efforts by assisting with pipeline development, scheduling interviews, and other related tasks as needed.
- Problem Solving : Utilize your strong problem-solving skills to address client concerns and resolve issues effectively, escalating complex matters as appropriate.
- Administrative Support : Provide general administrative support to the agency team, including document preparation, data entry, and other tasks as assigned.
Requirements
Thank you for your interest in working for our agency, we look forward to speaking to you.
Base pay is between 15-20 dollars an hour based on experience.
There is also a tiered commission structure based on sold policies and bonus opportunities
