Executive Assistant position available. Are you awesome at MS Office (word, Excel, Outlook), Adobe and web applications? Customer service and organizational skills must be off the charts great as well. Full-time, M-F, no evenings or weekends in a growing small agency office environment. Insurance license is preferred but not required if you have experience and will be obtain license in the first 190 days at no cost to you. Generous wages if you prove to be truly awesome.
Responsibilities
- Establish relationships and connections with current and future clients.
- Review annual renewal process for personal and commercial lines clients, including identifying and pursuing potential cross-sell opportunities.
- Manage personal lines service and billing issues (endorsements, policy changes, third-party requests, etc.)
- Advise and assist personal lines clients regarding the claims process, as necessary.
- Assist personal and commercial lines account managers with customer service requests, certificate of insurance requests, endorsement and submissions, as necessary.
- Assist in various agency marketing activities such as creating agency newsletters, welcome packets, social media and attend local networking events.
- Assist with quoting personal and commercial lines insurance products.
- Assist with post sales tasks such as sending and retrieving insurance applications, sending policy documents to clients, updating mortgage and lien holders and assisting clients with the transition process.
Skills
- Proficient with a computer, you will be on it most of the day. (Microsoft, email, Excel, Web programs, Ezlynx a plus, etc.)
- Must be able to type fast
- Have excellent communication skills both verbally and written.
- Very organized, fast learner, be a self-starter who wants to learn and able to follow instructions
- Be a problem solver who thinks outside the box
- Must have common sense, very important!
- Patient, respectful, trustworthy, friendly, articulate, honest and ethical
Job Type: Full-time
Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
Weekly day range:
Work setting:
Pay may depend on skills and/or qualifications
License/Certification:
- Insurance License (Preferred)
Work Location: In person