Job Description

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Do you enjoy helping others, and are you detail-oriented? Are you comfortable talking on the phone and using a computer all day, so you are computer-literate? Do you like working with numbers and learning new things? Do you want to be part of a team and part of the solution, not the problem? If this sounds like you, please read on.

We are a team of people helping people. Our independent insurance business is built on the relationships we build with our Team, clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.
Our hours are Monday through Friday from 8:30 5:30, and we will provide training. You may be asked to work occasionally in the evenings or on Saturdays to support local and community events.

Job Responsibilities:

• Welcome face of the Agency to people who call on the phone and walk in the front door
• Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
• Supporting teammates with follow-up for clients and prospects
• Promptly respond to client needs, either on the phone or electronically
• Maintain client files and process routine correspondence between our agency and the client or company both paper records and on our many different software programs
• Assist with other office duties as they arise and are needed

Professional and Personal Skills:

• Friendly voice and pleasant tone over the phone and in person
• Excellent communication skills, both verbal and written
• Has appropriate business attire
• Proficient with Microsoft Word, Excel, and Outlook
• Type quickly and accurately
• Organized, structured, punctual, and will follow the rules
• Familiar with the multi-line phone system and how to use one
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest

Wages and Compensation:

• We offer competitive wages, depending on experience, and other benefits are available.

Experience Requirements:

• No previous insurance experience is required. We will train and educate the successful candidate. However, prior experience in the insurance industry is a bonus.

Language
As a receptionist answering 15-35 calls per day, it is important that you are friendly, social, and a clear communicator. While many of our clients speak primarily English, many also have Spanish as their first language, so we are seeking a bilingual candidate.

Job Tags

Work at office, Local area, Monday to Friday, Afternoon shift

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