Insurance Team Coordinator
3 weeks ago
We are seeking a motivated and organized individual to join our team as an Assistant Office Manager. This role offers the opportunity to grow professionally while delivering exceptional customer service.
Responsibilities- Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance options using a customer-focused, needs-based review process.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Support local community events and help manage the website and social media content.
As an Agent Team Member, you will receive:
- Simple IRA
- Salary: $40,000 - $60,000 per year, depending on experience
- Health benefits
- Profit sharing
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening (prefer Spanish speaking)
- Enthusiasm about the role insurance and financial products play in helping people manage risks, recover from unexpected events, and achieve their goals
- Organizational skills
- Self-motivation
- Attention to detail
- Proactive problem-solving ability
- Dedication to customer service
- Ability to work in a team environment
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