Position Title: Administrative Support / Insurance Processor
Reports To: Agent (and/or Jane Lawton )
Enjoy helping and talking to people on the phone and in person… both clients and teammates in the office. You are comfortable working on a computer all day and are detailed oriented as well, and comfortable with technology. You desire to be part of a team and want to be part of the solution.
o Welcome face of the Agency on the phone and walk-ins.
o Maintain confidentiality.
o Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
o Answer multi-line phone system and distribute calls to team accordingly.
o Supporting teammates with follow-up for clients and prospects.
o Promptly respond to client needs and requests.
o Maintain client files and process routine correspondence between our agency and the client or carrier’s.
o Retrieve, open and distribute correspondence electronically to clients and team members.
o Process emails.
o Process all out-going mail.
o Keep on-going inventory office supplies and order new supplies as needed.
o Input policy information into agency management system.
o Daily management of agency systems.
o Verification of Insurance from mortgagees, lienholders, dealerships and related entities.
o Issue evidences of insurance to escrows, lenders and bank for new and existing customers per the instructions provided by requestor.
o Billing questions from clients. Learn to self-handle all these inquiries and properly instruct the client of payment options.
o Provide Proof of auto insurance using ID Cards when requested.
o Assist client in initiating an insurance claim.
o Assist agents with underwriting requests and renewals timely responding to insurance carriers.
o Cancellation notices- Review, notify clients, make efforts to collect payment so policies don’t lapse due to non-payment.
o Work Agency Management System assigned tasks until proper completion.
o Assist with quoting and applications when requested.
o Provide assistance in processing of new and renewal insurance business.
o Assist with other office duties as they arise and are needed.
o Help teammates when needed as requested.
Requirements & Skills:
o Friendly voice and pleasant tone over the phone and in person.
o Excellent communication skills both verbal and written.
o Has appropriate office attire.
o Proficient with Microsoft Word, Excel, Google Doc’s, Gmail.
o Organized, Customer service orientated, punctual and takes direction well.
o Familiar with multi-line phone system.
o Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, confidential, ethical and honest.
Wages and Compensation:
o We offer competitive wages depending on experience (Hourly $14.00 to $18.00).
o If have a license, bonuses for performance are offered.
o Flexible Schedule.
o High school diploma
o No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.
How To Apply:
Please follow the Instruction under Get Started
o Please do not call the office to inquire.
o Please do not walk into the office to inquire.
o Please follow these instructions precisely.