Agent Assistant

Agent Service Assistant Full Time

Objective:

The Agent Assistant is responsible for general office and clerical duties, managing calendars/schedules, client relations and developing new business.

Duties and Responsibilities:

• Quote new business for Property and Casualty insurance
• Schedule Insurance and Financial Review appointments
• Schedule/Reschedule appointments for clients and prospects
• Provide insurance applications and other paperwork to clients for signature
• Complete and submit insurance applications for underwriting approval
• Handle customer service needs
• Handle and document client service issues
• Accept client payments and assist with billing issues
• Work with Home Office to discuss client policy changes
• Register, track, and schedule all continuing education requirements for the office
• Keep the office staff and Financial Representative ahead of deadlines for continuing education
• Faxing, filing, mailing, copying, scanning, document shredding
• Maintain supplies of postage, office supplies and sales brochures
• Assist with office cleaning as needed

Requirements:

The ability to obtain and maintain all necessary state insurance licensing (Property/Casualty and Life/Health)

Preferred Skills and Qualifications:

• Excellent oral, written, and telephone skills
• Detail oriented and highly organized
• Strong personal computing skills including a working knowledge of Microsoft products: Outlook, Excel, Word, and Access.
• Must be able to work with a wide variety of clients and agency personnel
• THANK YOU