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Job DescriptionJob Description

Schofield Insurance and Financial Services Country Financial in Terre Haute, IN, is looking to add a Part-Time Office Assistant to our growing team We have a quality-driven, client-focused, hard-working environment that is challenging while simultaneously fun, productive, educational, and rewarding for us and our clients. We are looking for a master multi-tasker who can balance working with new prospects and office organization, while staying community focused. We are looking for positive prospect and client experiences at every interaction. We are looking for an encouraging, experienced, well-organized individual who can work in a fast-paced environment and take direction.


This position will involve 50% prospect & client interface and 50% office organization. This is a part-time position that is expected to require 24 hours per week. Transition to a full time position for the right candidate. An occasional evening or weekend event may be required (3-4 per year). Clear and consistent communication, both written and verbal, is also crucial to the success of this position. A positive, can-do, solutions-oriented attitude is a must. You should have knowledge of all aspects of the Microsoft Office Suite, the ability to navigate a Corporate/Client database and property assessment websites.


We are a results-oriented business and have a culture that is focused on high standards.

  • Opportunity for full time placement
  • In addition to your hourly wage, you will receive percentages of 1st year commission on any new business personally produced at 6%.

Benefits

Hourly Base Salary + Commission

Paid Time Off (PTO)

Paid Holidays

Evenings Off

Mon-Thurs Schedule (10:00 a.m. 4:00 p.m. EST)

Advancement Opportunities

Professional Work Environment

Equipment Provided

Anniversary Bonuses


Responsibilities
  • Processes incoming prospect inquiries Quoting auto, home, commercial and umbrella policies for Agent
  • Meet with existing clients as needed, policy changes & one-off client requests
  • Coordinate all requests for additional documentation from underwriting that include photos and valuations
  • Lead in client claims experience, including following up on progress
  • Maintain continued education for all licenses
  • Attend weekly team meetings
  • Maintains print and electronic records and files as required

Requirements

Licensing: This position requires a Property & Casualty license and within 60 days of employment. Selected applicant will have business hours to study and complete required examinations.

Experience: This position requires a pleasant, personable, and positive individual with 4 years of applicable work experience.

Dress Code: Our agency is a professional setting; therefore, we do have a dress code.

  • Business casual: dress pants or slacks, shirts with collars, blouses, tops & sweaters, dresses
  • Jeans are acceptable daily between the months of October March
  • Please do not wear t-shirts, torn denim, flip flops, revealing clothing

Culture:The culture of our practice is very important to us. It is a big part of what differentiates us from other insurance and financial services providers. Our clients experience must match the messaging we put out. Therefore, we are committed to our core beliefs.