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Personal Insurance New Business Coordinator

2 months ago

Wadsworth, Ohio, United States O'Neill Insurance Agency Inc Full time
Job Overview

O'Neill Insurance Agency Inc. is on the lookout for a meticulous, friendly, and proactive individual to fill the role of Personal Insurance New Business Assistant. This position is integral to our Personal Insurance Team, where you will collaborate closely with the Personal Insurance Sales Producer to ensure an exceptional client experience. Your responsibilities will include providing essential administrative support, ensuring accuracy in all tasks, and embodying our esteemed culture known as The O'Neill Way.


Work Arrangement

We offer flexible working options, including remote or hybrid arrangements, with both full-time and part-time opportunities available.


Employee Benefits
  • Evenings Off
  • Monday to Friday Schedule
  • Comprehensive Training
  • Retirement Savings Plan
  • Flexible Working Hours
  • Paid Time Off (PTO)
  • Remote Work Options
  • Health Coverage
  • Dental Coverage
  • Vision Coverage
  • Life Insurance
  • Opportunities for Career Advancement

Key Responsibilities
  • Support the Personal Insurance New Business Producer in managing and selling new business accounts.
  • Provide quotes to potential clients using our agency's quoting platform.
  • Prepare insurance proposals and necessary documentation for prospective clients.
  • Utilize our Agency Management System to maintain and update client records.
  • Engage with insurance providers and prospects as required throughout the sales process.
  • Assist Personal Insurance Account Managers in servicing and retaining client accounts.

Candidate Profile

The ideal candidate will demonstrate:

  • A strong work ethic
  • A collaborative team spirit
  • Meticulous attention to detail
  • A desire for professional growth and learning