Personal Insurance Assistant

Do you enjoy working with people and helping others? Then we want to talk with you about our Personal Insurance Assistant position, a key role in servicing personal insurance accounts and the success of our agency! We strive to provide exceptional customer service and are looking for a qualified candidate to join our team.

Main responsibilities are to:

• Answer service-related customer phone calls and handle service requests such as billing, payments by phone, address changes, requests for auto I.D. cards, evidence of insurance.
• Process quotes for all lines of business,
• Verify insurance coverage for banks, mortgage companies and automobile dealers.
• Monitor cancellation notices; enter in activity; create suspense item for follow-up.
• Assemble and present new business proposals.
• Perform customer record maintenance.
• Monitor renewal report for possible missed renewals and alert agent.
• Monitor expiration report for round-up opportunities and alert agent.
• Develop and maintain familiarity with insurance companies’ websites.

Successful candidates will have:

• Excellent communications skills – listening, verbal, writing
• A professional manner and attention to details
• Ability to multi-task, manage priorities, handle interruptions and get back on track
• Able to assess customers’ circumstances, ask appropriate questions and evaluate needs
• Able to provide insurance information in a manner that customers understand (explaining policies, coverage, etc.)
• Ability to work independently and with a team
• Super dedication to helping customers and teammates
• Strong computer skills

Benefits:

• This position is full-time: 30-40 hours per week; work hours are M – Th: 7:30-5:00; Friday: 8:00-12:00
• Dental/Vision, Disability/Life
• 401(K) – 3% employer contribution
• PTO – begin earning at 4.5 weeks/year for full-time employees, 16 paid volunteer hours/year, 12 paid holidays
• Support for professional development/certification and civic involvement related to business committees/boards
• Flexibility and support – we recognize the importance of family and community commitments and a healthy work environment
• Staff meeting breakfasts and company lunches, cookouts, outings