Insurance Office Specialist
2 weeks ago
Jay Helm Insurance Agency LLC is on the lookout for an Insurance Office Specialist / Licensed Property and Casualty Agent to enhance our dedicated team.
Key Responsibilities:
- Engage with potential and current clients to present and sell insurance solutions.
- Provide exceptional service to our existing clientele.
- Assess and formulate tailored insurance plans that meet client requirements.
- Address and resolve client inquiries and concerns effectively.
- Broaden our business network through strategic networking initiatives.
- Adhere to industry standards and regulatory requirements.
- Monitor and identify opportunities for operational enhancements.
- Assist the agency owner with various projects and financial estimates.
- Manage incoming calls professionally.
- Coordinate and schedule appointments.
- Document property details through photography.
- Facilitate premium collection processes.
- Oversee accounts receivable functions.
Required Qualifications:
- Prior experience in the insurance sector, customer service, or related fields.
- Proven ability to establish rapport with clients.
- Strong skills in negotiation and persuasion.
- Exceptional written and verbal communication abilities.
- Capacity to prioritize tasks and manage multiple responsibilities.
- Familiarity with Microsoft Outlook and other Microsoft applications.
- Robust computer proficiency.
- Possession of a valid Property and Casualty Insurance License is mandatory.
Jay Helm Insurance Agency LLC is affiliated with Shelter Insurance Company. Our operational hours are Monday through Friday from 8:30 AM to 5:00 PM, with no weekend or holiday commitments.
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