Basic Function:
To offer administrative support for Agent/employer and office in the production of multi-line insurance products and to place phone calls to set up appointments with current accounts as well as to set up appointments with prospective accounts.
Principal Accountabilities:
· Handle phone calls
· Handle policy changes
· Maintain prospect database
· Computer updates and review client records
· Record Keeping
· Daily mail
· Filing
· Setting appointments and annual reviews for agent
· Pre-approach mailings
· Other administrative duties as assigned
· Opportunities for Advancement
Qualifications:
· Minimum hiring age 18
· High School diploma or equivalent
· Strong people skills
· State Insurance License – P/C preferred, otherwise candidate must be willing to obtain
· Excellent oral and written communication skills
· Sales ability
· Computer knowledge
· Excellent organizational skills
· Motivated, self-starter
· Reasonable and predictable attendance
· All Non-Affiliated Appointments cancelled
Job Types: Full-time, Part-time
Pay: $16.00 – $20.00 per hour
Schedule:
Education:
License/Certification:
Work Location: One location
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