Summary Perform essential administrative and customer service tasks to aid both the licensed agents and clients of the agency with insurance policies. Strong performance in this role will increase the agency's efficiency and quality of customer service. Upbeat, genuine, and honest support of your co-workers and the clients you work with will help our team thrive. A friendly presence on the phone and at our front desk will help accomplish our agency's goal of being a local, dependable, family business who loves the community it serves. Essential Functions
- Greeting walk-in clients
- Answering the phone, directing calls
- Processing payments for clients with insurance companies
- Keeping track of billing for clients
- Inputting client information into company software
- Acquiring signed insurance applications
- Sending clients relevant insurance policy documentation (letters, inspection recommendations, etc.) Requirements
- Organization and planning skills
- Written and verbal communication skills
- Willingness to learn
- Customer-first mentality
- Desire and ability to work within a small team
- Ability to use a computer, printer, scanner, Microsoft Word & Outlook
- Ability to multi-task and learn many different skills, procedures, methods, and software/websites Working Conditions The position is fully in person and must be performed in our office at the front desk.
The job requires sitting at a desk in an office environment for most of the day. While not required, the ability to speak both English and Spanish is helpful.
Pay:
$17.00
00 per hour
Benefits:
401(k) 401(k) matching Health insurance Life insurance Paid time off
Work Location:
In person