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Staff Assistant

2 months ago

Fulton, United States Brannon Poland - State Farm Agent Full time $30,000 - $40,000
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance

ROLE DESCRIPTION:
Brannon Poland - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Staff Assistant - State Farm Agent Team Member.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

RESPONSIBILITIES:
  • Greet clients, answer phone calls, respond to emails, and handle client inquiries.
  • Manage schedules, book appointments, and maintain office supplies.
  • Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
  • Enter client information into the agency management system and update records as necessary.
  • Handle billing inquiries, process payments, and follow up on overdue accounts.
  • Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
  • Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
QUALIFICATIONS:
  • Previous administrative or customer service experience, preferably in an insurance or financial services setting.
  • Proficiency in Microsoft Office Suite and familiarity with agency management software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to multitask and prioritize tasks effectively.
  • Friendly and professional demeanor with a strong focus on customer satisfaction.
  • High level of accuracy in data entry and document preparation.
  • Ability to handle client issues and find effective resolutions.
  • Must obtain Property & Casualty Insurance License