What are the responsibilities and job description for the Insurance Assistant/Agent position at Roselle Insurance Agency Inc.?
Job Summary
We are seeking a motivated and detail-oriented Insurance Assistant/Agent to join our dynamic team. The ideal candidate will possess strong clerical skills, excellent phone etiquette, and a customer-centric approach. As an Insurance Assistant/Agent, you will be responsible for assisting clients with their insurance needs, providing exceptional customer support, and ensuring all documentation is accurate and up-to-date. Property and Casualty Insurance license can be obtained once hired.
Responsibilities
- Assist clients in selecting appropriate insurance policies based on their needs and preferences.
- Answer the telephone and transfer calls to the appropriate extension
- Provide exceptional customer support through effective communication and problem-solving skills.
- Maintain accurate records of client interactions and policy details using Google and other software tools.
- Process customer payments and prepare deposits as needed.
- Handle clerical tasks such as filing and organizing client files efficiently.
- Collaborate with team members to enhance service delivery and improve client satisfaction.
Requirements
- Strong phone etiquette with the ability to communicate effectively with clients.
- Proficiency in Google applications (Docs, Sheets, etc.) for documentation and reporting purposes.
- Ability to work independently as well as part of a team.
- Experience in customer support or personal assistant roles is advantageous.
- License not required. Can obtain once hired.
Join us in making a difference in the lives of our clients by providing them with the best insurance solutions tailored to their needs!
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
- Paid time off
Ability to Commute:
- Clive, IA 50325 (Required)
Ability to Relocate:
- Clive, IA 50325: Relocate before starting work (Required)
Work Location: In person
Salary : $18