Insurance Assistant

Our Mission:
To exceed client expectations while building life ling relationships with a genuine
commitment to providing quality service and education to alleviate exposure and guide
clients to financial security and peace of mind.

Job Description:
Diligently assisting a high volume Insurance Agent, by working to anticipate, understand
and serve any current or prospective client’s needs.

Job responsibilities:

***NO COLD CALLING!!***
- Answering phones, greeting customers.
- Obtain information from individuals
- Provide customer service
- Use accounting or bookkeeping software
- Use computers to enter, access or retrieve data
- Use interpersonal communication techniques
- Use marketing techniques
- Use telephone communication techniques
- Use word processing or desktop publishing software
- Communicate visually or verbally
- Determine customer needs
- Evaluate degree of risk
- Maintain records, reports, or files
- Make decisions
- Calculate premiums and establish payment method.
- Call on policyholders to deliver and explain policy, to analyze insurance program
and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a
policy.
- Contact underwriter and submit forms to obtain coverage, and ensure the policy
requirements are fulfilled.
- Customize insurance programs to suit individual customers, often covering a
variety of risks.
- Explain features, advantages and disadvantages of various policies.
- Interview prospective clients and obtain information about their needs.
- Monitor insurance claims to ensure they are settled quickly both the client and
the insurer.
- Perform administrative tasks, such as maintaining records and handling policy
renewals.
- Plan and oversee incorporation of insurance program into bookkeeping system of
company.
-Select company that offers type of coverage requested by client.
-Attend meetings, seminars and programs to learn about new products and
services, learn new skills, and receive technical assistance in developing new
accounts.

Qualifications/Requirements:
Education:
o High school diploma required
Experience:
o Exceptional Administrative skills are needed.
o At least one year of previous work experience in Insurance is preferred, but NOT required.
o Strong computer skills with experience in automated systems required.

Personal requirements:
-Requires an individual with strong organizational ability who manages time and
priorities well.
-Ability to be precise and accurate.
-Must communicate effectively, both verbally and in writing.
-Assertiveness with a tactful, direct approach is necessary.
-Possess the ability to exercise critical thinking, problem solving and judgment.
-Must work well independently and as a member of the Insurance team.
-Must maintain strict confidentiality at all times, both in and out of the workplace.
Pay:
$17 - $21 per hour dependent on experience

Job Type: Full-time

Pay: $17.00 - $21.00 per hour