Insurance CRM Administrative Assistant

3 weeks ago


Fairfield, California, United States Jason Street - Allegiance Insurance Full time
Job Summary:

We are seeking a detail-oriented Insurance CRM Administrative Assistant to support our team with data entry and gathering customer information and filing. This role will also assist producers when needed.


Responsibilities:
Process and review insurance documentation to ensure completeness.

Take payments from customers and process them efficiently.

Manage the CRM system with client information, ensuring accuracy and up-to-date records.

Process insurance documentation and verify completeness.

Assist with customer service needs for producers, providing timely and effective support.

Prepare insurance proposals and other forms for customers, ensuring accuracy and compliance.

Assist with policy changes and account maintenance, ensuring seamless customer experience.

Requirements:
Strong verbal and written communication skills are essential for this role.

Must be willing to obtain a Property and Casualty License within the first 9-12 months of employment.

Comfortable with computer programs and CRM systems, with a plus for AMS360 management software knowledge.

Benefits:
401k with match, health benefits, flexible hours, salaried pay, and growth opportunities await the successful candidate in this role at Jason Street - Allegiance Insurance.

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