Administrative Insurance Professional
5 days ago
Located in the greater Jacksonville area, we are a well-established independent insurance agency seeking an experienced Clerical Associate.
Salary and BenefitsThe salary for this position is commensurate with the candidate's abilities and willingness to obtain licensure. We offer a competitive compensation package and a positive work environment.
Job DescriptionThis role involves assisting customers with insurance-related inquiries, working weekdays only (9:00am - 5:00pm), Monday - Friday. Responsibilities include:
- Providing information about our products and services
- Troubleshooting and resolving customer issues and concerns
- Documenting and updating customer records based on interactions
- Developing and maintaining a knowledge base of our evolving products and services
We also require candidates to have experience in insurance customer service, sales, or related fields. A positive and professional demeanor is preferred. Excellent written and verbal communication skills are essential.
Responsibilities and RequirementsKey responsibilities include:
- Assisting prospective clients with insurance quotes
- Quoting and assisting existing clients with billing inquiries, policy changes, and data entry
- Shopping rates with our markets to provide clients with options regarding their insurance renewals
- Preparing quotes for agents and preparing renewal offers to send to clients
- Working with customers in person, over the phone, and via email
We require candidates to be highly motivated, personable, and comfortable assisting clients face-to-face, via email, and telephone conversations in a clerical environment. Proficiency in Microsoft Office and computer literacy are necessary. Reliable transportation is also required.
Company OverviewAs a well-established independent insurance agency in the greater Jacksonville area, we value our relationships with clients and strive to provide exceptional service. We are committed to delivering high-quality insurance solutions that meet our clients' needs.
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