Insurance CRM Office Coordinator
3 days ago
The Insurance CRM Manager will be responsible for managing the agency's CRM system, AMS 360, and performing various administrative tasks. This role requires strong organizational and communication skills, as well as the ability to navigate complex CRM systems.
Key Responsibilities- Process and review insurance documentation to ensure completeness.
- Manage CRM system with client information, including data entry and filing.
- Assist producers with client information and provide support as needed.
- Maintain office supply inventory and perform other administrative tasks as required.
- Develop and maintain client or prospect lists, and create insurance proposals and sales presentations.
- Prepare and submit applications and related documentation to insurance markets.
- Upload documents and take notes in CRM for future reference.
- Provide information and clarifications about clients to company personnel and document system activity.
- Assist with training and development opportunities to improve skills and knowledge.
- Ability to communicate verbally and in writing with others.
- Ability to navigate CRM systems and understand written and oral communication.
- Ability to obtain licensing (Property and Casualty License) within the first 9-12 months of employment.
- Ability to generate new business sales, retain existing business, and close sales in insurance.
- Ability to utilize computer programs and understand functionality.
- 401k with match
- Health benefits
- Flexible hours
- Salaried pay
- Growth opportunities
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Insurance CRM Office Manager
3 weeks ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob SummaryThe Insurance CRM Manager will be responsible for managing the agency's CRM system, AMS 360, and data entry. They will also assist producers when needed.Key ResponsibilitiesProcess and review insurance documentation to ensure completeness.Take payments from customers and process them.Manage CRM system with client information.Maintain office supply...
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Insurance CRM Manager
4 weeks ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob SummaryThe Insurance CRM Manager will be responsible for managing the agency's CRM system, AMS 360, and ensuring seamless data entry, customer information gathering, and filing. This role will also provide support to producers as needed.Key ResponsibilitiesProcess and review insurance documentation to ensure completeness.Manage CRM system with client...
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Insurance CRM Administrative Assistant
4 weeks ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob DescriptionAt Jason Street - Allegiance Insurance, we are seeking a highly detail-oriented Insurance CRM Administrative Assistant to support our team with data entry and gathering customer information and filing. This role will also involve assisting producers when needed.Key Responsibilities:Insurance Documentation Management: Process and review...
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Insurance Sales Professional
4 days ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob OpportunityJob OpportunityJob Summary: Seeking a skilled Insurance Producer to drive sales and provide exceptional service to new and existing clients across various insurance accounts. Responsibilities include prospecting, quoting, and maintaining client relationships while meeting set sales objectives. Responsibilities: • Identify and develop...
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Insurance Account Representative
1 day ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob Summary:At Jason Street - Allegiance Insurance, we are seeking an Insurance Producer to drive sales and provide exceptional service to new and existing clients across various insurance accounts. This role involves prospecting, quoting, and maintaining client relationships while meeting set sales objectives.Responsibilities:Identify and develop insurance...
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Insurance Sales Representative
5 days ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeInsurance Producer Job SummaryAt Jason Street - Allegiance Insurance, we are seeking a highly motivated and results-driven Insurance Producer to join our team. As an Insurance Producer, you will be responsible for driving sales and providing exceptional service to new and existing clients across various insurance accounts.Key Responsibilities:Prospect and...
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Insurance Sales Representative
1 month ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeInsurance Producer Job SummaryWe are seeking a highly motivated and experienced Insurance Producer to join our team at Jason Street - Allegiance Insurance. As an Insurance Producer, you will be responsible for driving sales and providing exceptional service to new and existing clients across various insurance accounts.Key Responsibilities:Identify and...
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Insurance Sales Representative
2 months ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full time**Job Summary:**Jason Street - Allegiance Insurance is seeking an experienced Insurance Producer to drive sales and provide exceptional service to new and existing clients across various insurance accounts. The ideal candidate will have a strong understanding of insurance products and industry operations, as well as excellent communication and sales...
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Insurance Account Manager
3 weeks ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeJob Title: Insurance Account RepresentativeWe are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Jason Street - Allegiance Insurance. As an Insurance Account Representative, you will be responsible for driving sales and providing exceptional service to new and existing clients across various insurance...
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Insurance Sales Representative
4 weeks ago
Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full timeInsurance Producer Job SummaryWe are seeking a highly motivated and results-driven Insurance Producer to join our team at Jason Street - Allegiance Insurance. As an Insurance Producer, you will be responsible for driving sales and providing exceptional service to new and existing clients across various insurance accounts.Key Responsibilities:Identify and...
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Customer Service Project Coordinator
3 weeks ago
Fairfield, New Jersey, United States MW Industries Full timeJob SummaryThe Customer Service Project Coordinator will be the primary point of contact for key customers, generating lead opportunities, and providing support to the Customer Service and Sales team. This role will play a key part in maintaining our reputation for superior customer service.Key ResponsibilitiesLiaison for the company to key customer(s),...
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Administrative Coordinator
4 days ago
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Lead Account Coordinator
5 days ago
Fairfield, New Jersey, United States Acrisure LLC Full timeJob Title: Lead Account Coordinator Department: Insurance Operations Location: New Jersey About The Role: As a key member of our Insurance Operations team, you will play a critical role in delivering exceptional client service and driving business growth. Reporting to the Team Lead of Commercial Lines Account Coordinators, this position is responsible...
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Audio/Visual Project Coordinator
1 month ago
Fairfield, New Jersey, United States A-V Services, Inc. Full time{"Job Title": "Audio/Visual Project Coordinator", "Job Summary": "We are seeking a highly organized and detail-oriented Audio/Visual Project Coordinator to support our team in delivering exceptional projects. The successful candidate will have a strong background in AV services and excellent communication skills.", "Key Responsibilities": "Assist in project...
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Human Resources Coordinator
1 day ago
Fairfield, New Jersey, United States Patient Financial Concepts Full timeThe Human Resources Assistant will provide administrative support to the Human Resources department, assisting with various HR functions such as recruitment, onboarding, employee records management, and benefits administration. The ideal candidate is highly organized, detail-oriented, and capable of handling sensitive information with confidentiality.Provide...
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Account Executive
5 days ago
Fairfield, New Jersey, United States Intercorp Full timeJob Title: Account ManagerWe are seeking a highly motivated and results-driven Account Manager to join our team at Intercorp. As an Account Manager, you will be responsible for maintaining and developing customer relationships within an assigned territory.Key Responsibilities:Field incoming sales calls and solicit orders from established customersDevelop new...
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Service Coordinator
3 weeks ago
Fairfield, New Jersey, United States A-V Services, Inc. Full timeService Coordinator Job DescriptionA-V Services, Inc. is seeking a highly skilled Service Coordinator to join our team. As a Service Coordinator, you will play a critical role in supporting the fiscal well-being of our department.Key Responsibilities:Convert draft invoices to physical invoices in our accounting software.Manage and maintain the aging summary...
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Sales Coordinator
4 weeks ago
Fairfield, New Jersey, United States A-V Services, Inc. Full timeSales Administrator Job DescriptionA-V Services Inc., a leading AV company, is seeking a Sales Administrator to support the corporate work sector. The ideal candidate will have excellent customer service skills and be able to manage the sales process, provide auxiliary support for sales representatives, and make outbound calls to clients and prospects.Key...
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Sales Methodology Manager
5 days ago
Fairfield, New Jersey, United States KYOCERA Document Solutions Inc Full timeOverviewKyocera Document Solutions America, Inc. is seeking a highly skilled Sales Methodology Manager to join our team. As a key member of our organization, you will be responsible for defining and implementing sales methodologies and tools that support our go-to-market strategy.ResponsibilitiesKey responsibilities include:Implementing a new CRM system...
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Audio/Visual Project Coordinator
4 weeks ago
Fairfield, New Jersey, United States A-V Services, Inc. Full timeProject Coordinator for A-V Services, Inc.A Project Coordinator for A-V Services, Inc. will support the assigned Project Manager in gathering equipment, resources, and information to implement upcoming projects. The successful Project Coordinator will demonstrate the ability to maintain budgets and work schedules, organizing and participating in shareholder...