Position Title: Administrative Support / Insurance Processor
Department:  Administration
Reports To:  Agent (and/or Jane Lawton )        

Position Summary:

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.

 

Job Functions:

 

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.

 

Additional Duties:

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.

Education:

o   High school diploma

Experience:

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.