Insurance Agency Administrative Assistant Superstar

Your role as a licensed insurance agency administrative assistant superstar is to assist staff with the day to day operations of a successful insurance agency by providing top-notch customer service and office support, while promoting our referral program and marketing efforts and maintain a positive attitude.

• Life Insurance (after 90 days)
• Paid Incentives
• Career Development & Growth
• Paid Volunteer Days & Team Building Activities
• Hands On Training
• Performance Bonuses
• Coffee Service, Snacks, Office Luncheons
• Access to Retail Alliance, Chamber of Commerce and Ghent Business Association events

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in agency management system with proper notes.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers and resolve billing issues.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Maintain knowledge of new and existing products.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Provides on-going support to insurance clients as needed.
• Assist with general office housekeeping, package and mail handling.
• Work various events throughout the year promoting the agency.
• Handling mail, invoices, payments and processing outgoing mail.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Problem-solvers only! You must be able to independently problem solve and find solutions.
• Must be punctual and reliable - shifts are flexible, and must be discussed and scheduled with Agent ahead of time.
• Can-do attitude. Do you know who Zig Ziglar and Dr. Randy Pausch are? You should!
• You must be familiar with utilizing Facebook, Instagram, TikTok and LinkedIn for marketing purposes - not only for the agency, but to promote yourself a member of our team to generate referrals and leads.
• If you do not fill out the required assessment, you will not be considered for the role.