What are the responsibilities and job description for the Licensed Insurance Assistant position at Jared Deel - COUNTRY Financial?
Job Description
Job Description
Welcome to Jared Deel - COUNTRY Financial, a reputed name in the insurance sector known for its embrace of community values and commitment to excellent service. We are seeking a Licensed Insurance Assistant to join us in Lacey, Washington. This is a fantastic opportunity for someone who thrives in an office environment and seeks to make a real difference within a supportive team. As a part-time on-site position, you will be at the heart of our operations, assisting in the seamless execution of administrative tasks to ensure the smooth running of the office. We are looking for individuals who are eager to learn, proactive, and possess excellent organizational skills. You will play a critical role in supporting our licensed agents, enhancing our customer service, and contributing positively to our collaborative environment. Join us to explore exciting opportunities for growth and become part of a team that values your hard work and dedication. Apply today and start your rewarding career with us!
Benefits
Hourly Base Salary Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Flexible Schedule
Company trips
Team building events
Base Salary Plus Commissions
Pay Raise Opportunities
Mentorship with Established Agent
Paid Holidays
Paid Volunteer Days
Community Activities
Responsibilities
Policy Support : Assist Insurance Representatives in managing policy details and ensuring accuracy in documentation.
Customer Interaction : Serve as a liaison between clients and representatives, tackling inquiries, and providing clarifications.
Data Management : Maintain and update client records, ensuring information is current and correctly filed.
Appointment Scheduling : Arrange meetings and follow-ups between clients and representatives to keep client relationships strong and active.
Document Preparation : Assist in preparing necessary documentation for policy changes, renewals, or claims processes.
Communication : Ensure timely and clear communication through phone calls, emails, and other communication platforms.
Requirements
Licensing : Must hold (or obtain within 90 days of hire) a valid Insurance License relevant to Washington State. Licensing assistance available.
Experience : Previous administrative or secretarial experience in the insurance industry is an advantage.
Communication : Excellent verbal and written communication skills.
Organizational Skills : Demonstrated ability to manage and organize multiple priorities efficiently.
Customer Service : Strong interpersonal skills and a friendly demeanor to provide exceptional customer service.
Technology : Proficiency with office software and familiarity with insurance databases or CRM systems.
Detail-Oriented : Keen attention to detail and a high degree of accuracy in data handling.
Problem-Solving : Ability to resolve issues swiftly and effectively, contributing to smooth office operations.
