Office Coordinator

1 month ago

Cornelius, United States FIG Talent Solutions Full time

An Independent Insurance Brokerage firm is seeking an Office Coordinator to join their growing team. This firm offers opportunities for growth, a great culture, and opportunities for learning and development.

YOUR ROLE:

This individual is responsible for supporting the firm's sales team. They will work cross-functionally with leadership and the sales team to complete initiatives assigned to them. These initiatives may include quoting new business, assisting in claims activities, supporting the business retention/growth and all office administrative duties.

HOW YOU WILL MAKE AN IMPACT:

  • Responsible for the delivery of administrative tasks within the office.
  • First-line of contact for prospective and current clients of the firm
  • Manage service-related items, policy changes and paperwork follow-up
  • Monitor and maintain all renewals
  • Manage all claims inquiry and questions
  • Work within CRM system and develop reports for President
  • Support client related service items
  • Produce personal lines quotes for sales team
  • Assist with leads from our advisors or any other referral sources
  • Input client data into CRM system and run quotes through rating software
  • Maintain advisor partnership setup/onboarding

WHY YOU ARE THE RIGHT PERSON:

  • Outcome-driven problem solver
  • Fosters and builds relationships internally and externally
  • Ability to learn and grow within our CRM
  • Engage in collaboration with sales and other departments throughout the organization to increase efficiency
  • Bring forward ideas and remain creative for continuous improvement
  • Excel in a team-driven environment
  • Function as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish
  • 2+ years of experience working at a professional services business (insurance, accounting, legal, financial planning, etc.)
  • Excellent verbal/written communications skills, computer skills (MS Office), and attention to detail

This is an annual salaried, full-time position.

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