Insurance Agency Manager

3 weeks ago


Whitehall, United States West Central Insurance Services Full time $1,000 - $1,001
Job DescriptionJob Description

Employer:  West Central Insurance Services

Locations:  River Falls, Frederic, Butternut, Whitehall

Full-Time Hours:  Monday-Friday, 40 hours/week

Employment:  Regular Hire, Salary

Send Resume and Cover Letter to:  Brent Olson - brent@rivervalleymutual.com 

Minimum Education Required:  Licensed insurance agent with strong customer service experience in a high paced environment.  Previous management of insurance agency operations and people.

Preferred Education:  Bachelor’s Degree or Associate’s Degree with 4+ years insurance experience and insurance license.


Insurance Agent & Agency Manager Job Duties:
•    Sell new insurance policies to prospects.
•    Work with existing customers to handle changes and solve problems.
•    Explain insurance policies and coverage to customers and agency staff.
•    Manage other agents and customer service staff at four total locations.
•    Build a great rapport with clients and the rest of our team.
•    Accounting and QuickBooks experience; preferably in an insurance agency.
•    Knowledge of company financials – Income Statement and Balance Sheet.
•    Process bank and ACH deposits.
•    Calculate agent commissions each month.
•    Answer the phones.
•    Work within multiple insurance company quoting systems.
•    Enter customer data in agency management system.
•    Use Outlook, Excel, Word, and Adobe daily.
•    Complete claim intake forms.
•    Apply client premium payments accurately.
•    Other duties as assigned.


Skills/Qualifications: 
•    Highly organized and close attention to detail.
•    P & C insurance knowledge.
•    Proficient in Microsoft Office with strong computer skills.
•    Excellent verbal & written communication skills.
•    Problem solver / solution creator.
•    Business casual work attire. 
•    Agency management (CRM) system experience. 
•    Ability to prioritize and multitask.
 


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