Insurance Agency Support Specialist
2 weeks ago
Position Summary: This position is designed for a friendly, customer-oriented individual who is driven by the desire to assist others. At ROD GARRO AGENCY, we believe in investing in our employees, and we are eager to support your professional journey. While you may not need extensive knowledge of insurance, a willingness to seek out answers is essential. As an Insurance Agency Support Specialist, you will demonstrate the benefits of being a valued policyholder: preparing insurance estimates, guiding clients on coverage options, scheduling appointments, and finalizing policies — all without making unsolicited calls. Your growth contributes to our success, and we are excited to explore this opportunity with you.
Key Responsibilities:
- Collaborate directly with the agency's existing client base and referral sources.
- Generate precise insurance quotes efficiently and finalize policies.
- Manage appointment scheduling effectively.
- Build and maintain strong client relationships to enhance retention and loyalty.
- Respond promptly to inquiries regarding policy details, modifications, and updates. Provide necessary insurance documentation as requested.
- Utilize various software systems to perform daily tasks effectively.
- Ensure accurate record-keeping within agency systems.
- Conduct comprehensive policy reviews based on client needs and adjust coverage as necessary.
- Work with clients to implement risk management strategies tailored to their profiles.
Qualifications:
- Must successfully complete the necessary Property and Casualty Insurance requirements and agency training.
- Exhibit exceptional technical and analytical skills to ensure accuracy.
- Ability to prioritize tasks and organize daily responsibilities independently.
- Strong verbal and written communication skills.
- Ability to work autonomously while collaborating effectively with the team.
- Maintain professionalism in all communications to foster a positive work atmosphere.
- Bilingual candidates are preferred.
Compensation and Benefits:
We offer a well-equipped office, comprehensive training, and a professional work environment. Our competitive compensation package includes Paid Time Off, a Monday to Friday work schedule, and opportunities for career advancement within our agency.
Compensation is based on experience, ranging from $30,000 to $55,000 annually.
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