Insurance - Agency Administrator / Office Manager

Location: Bedford, TX, USA

Basic Function/Job Overview: For Agency Administrator Position

This position exists to provide administrative support to the owner, project support to Marketing, serve as a liaison between the independent agents and the home offices of insurance companies, and to facilitate processing insurance applications until policies are issued.

Essential Skills/Abilities Required:

• Minimum 2 years Office experience
• Minimum Associate's degree
• Strong PC skills and good knowledge of MS Office
• An Bachelor’s degree a PLUS
• Business and/or Insurance Experience is a PLUS
• Strong interpersonal skills
• Ability to self-manage and multi-task
• Strong organization skills and ability to manage details
• Adept with sales processes and techniques
• Excellent, effective and efficient phone skills
• Ability and knowledge to utilize electronic technology for job and office efficiency
• Ability to learn multiple Carrier distinctions along with effective communication skills
• Motivated by helping people and making a difference

Primary Job Responsibilities:

• Facilitate contract approval and licensing process for owner and agents
• Monitor applications sent directly by agents and/or submitted electronically
• Research products, educate independent agents and develop proposals for agents
• Maintain CRM database and generate reports
• Provide general office management and clerical assistance
• Responding to inbound & outbound calls from clients and independent agents and regarding available products, the status of applications and payments, and requests to send collateral materials
• Preparation and distribution of product collateral information/illustrations to Agents

Working Conditions:

Fast-paced office environment.