Insurance Administrative Assistant

2 weeks ago


Upper Montclair, United States Jason Street - Allegiance Insurance Full time

**Job Summary**:
Seeking a detail-oriented Insurance CSR/Administrative Assistant to support our team with data entry and excellent customer service. Responsibilities include assisting producers with prospecting, marketing, and quoting for various insurance accounts.

**Responsibilities**:

- Provide exceptional customer service by answering phones and greeting customers.
- Process insurance documentation and ensure completeness.
- Handle payments and maintain office supplies.
- Maintain customer insurance files confidentially.
- Assist with prospecting and marketing activities.
- Prepare insurance proposals and conduct sales presentations.
- Collaborate with clients to ensure coverage adequacy.
- Assist with policy changes and account maintenance.
- Continuously develop client relationships and identify growth opportunities.

**Requirements**:

- College education or equivalent insurance experience.
- Strong verbal and written communication skills.
- Active Property, Casualty, Life, and Health License.
- Proficiency in insurance products, rating procedures, and industry operations.
- Ability to generate new business, retain existing clients, and close sales.
- Comfortable with computer programs and CRM systems.
- Valid driver's license for occasional travel and client visits.

**Benefits**:

- 401k with match
- Health benefits
- Flexible hours
- Salaried pay
- Growth opportunities

Join our team and contribute to our success in providing top-notch insurance services



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